ZENORA

Free audit available

CRM Audit —
we'll find what's
breaking your system

Low adoption, data chaos, failing workflows, reports nobody trusts. We run a CRM audit and deliver a prioritised repair plan with estimated ROI for each fix.

Book a free audit All CRM services

Does this sound familiar?

Symptoms of a sick CRM

📉Sales reps reverted to Excel
🔴Pipeline data is outdated
🔄Duplicates everywhere in the database
❌Workflows are throwing errors
📊Reports are inaccurate
💸We're paying for CRM we don't use
🔗Integrations not syncing data
😤Team complaining about the system

If you recognise at least 2 of the above — your CRM needs an audit.

FREE

Free CRM audit — 45 minutes

45-minute session with our consultant. You show us your system, we identify the biggest issues and recommend a direction. No commitment.

  • 45-minute session with a CRM consultant
  • Portal structure review (your screen-share)
  • Assessment of top issues (top 5)
  • Priority recommendations
  • Assessment of whether CRM needs optimisation or migration
  • No commitment — no sales pressure
Book your free audit

Paid audit

What the full CRM audit covers

CRM Architecture

  • Pipeline and stage structure
  • Data model — fields, objects, relationships
  • Role and permission configuration
  • Contact and account duplicates
  • Unused or poorly named properties
  • Alignment with sales process

Data Quality

  • Field completion rate (completeness)
  • Duplicates (contacts, accounts, deals)
  • Stale data (> 180 days)
  • Wrong segmentation / missing tags
  • Contacts not linked to accounts
  • Name and format standardisation

User Adoption

  • % active users vs. licences
  • Login frequency per role
  • Activities tracked in CRM vs. actual
  • Data entered manually vs. automatically
  • Process compliance (are they bypassing?)
  • Low adoption reasons — user interviews

Automations & Workflows

  • Active workflows — are they running correctly?
  • Enrollment and execution errors
  • Conflicting workflows (loops, race conditions)
  • Email sequences — deliverability and results
  • Triggers duplicating actions
  • Unused or outdated automations

Reports & Visibility

  • Availability of key sales metrics
  • Forecast accuracy
  • Lead source attribution reporting
  • Management dashboards — are they used?
  • Missing reports vs. business needs
  • Time spent on manual reports

Integrations & Sync

  • Integration status (live / broken / partial)
  • Data sync gaps
  • Data duplication between systems
  • Sync delays
  • Missing integrations (automation opportunities)
  • Integration maintenance cost

What we deliver

Full audit deliverables

Architecture audit

Deep analysis of data model, pipelines, rules, properties. Report with specific fixes.

Data quality audit

Quantitative analysis: completion %, duplicates, staleness. Deduplication script and cleanup plans.

Adoption audit

Activity analysis per role. Sales rep interviews. Change management and training plan.

Automation audit

Review of every workflow. Identification of errors, conflicts, and automation gaps.

ROI audit

Is the CRM generating measurable value in saved time, conversion, and forecasting? Industry benchmarks.

Optimisation roadmap

Prioritised plan: what to fix first, second, third. Estimated ROI for each improvement.

from €940
Basic audit (architecture + data)
€1 900–€3 500
Full audit (all 6 areas)

FAQ

CRM audit questions

What's the difference between a free and paid audit?
Free audit (45 min) is a bird's eye overview — we identify 3–5 main issues and recommend a direction. Paid audit (2–4 weeks) is a full analysis of every area with a report, specific fixes, and a roadmap.
Which CRMs can you audit?
HubSpot, Salesforce, Microsoft Dynamics 365, Pipedrive, Zoho CRM, Freshsales, Monday CRM, and most popular systems. For niche or custom CRMs — we'll ask for system access and documentation.
How much does a full CRM audit cost?
Basic audit (architecture + data): from 4,000 PLN. Full audit (all areas): 8,000–15,000 PLN depending on system complexity and user count. If you order optimisation after the audit — audit cost is deducted from the project.
What do we get after the audit?
PDF report with: assessment of each area (score 1–5), list of specific issues with priority, improvement roadmap with estimated ROI, recommendation: optimisation vs. migration vs. rebuild.

Start with a free audit

Get your CRM assessed for free

Book a 45-minute session. Zero risk, zero commitment. If your CRM is working — we'll tell you straight.

Book your free audit