We identify where the business loses enquiries, time and money
We conduct a CRM and process audit to identify weaknesses, set priorities, and propose a clear automation plan.
Weaknesses invisible from the inside
An audit and configuration are appropriate when CRM is already running but needs order restored: sales pipelines, fields, access rights and reports are reconfigured. If there is no system yet, this calls for turnkey CRM implementation. If the company’s processes have not yet been documented, start with a business process audit — it examines the entire operation, not only the CRM settings.
Where enquiries are lost
Channels without responsible persons, missed enquiries and forgotten clients.
Bottlenecks in the sales pipeline
Stages where deals get stuck and conversion drops.
Unnecessary manual work
Operations that take hours and can be automated.
Why CRM doesn't work
Mismatch of processes, empty fields and reports that are not trusted.
Gaps between systems
Where data is transferred manually and lost along the way.
What the manager doesn't see
What data is needed for management but is currently missing.
What we check during the audit
Select a section — we will show exactly what we check and how we assess the condition. This is an example map: actual statuses are determined by your data.
Enquiries
Select a section of the map to see what we check.
Audit result — a clear plan
Map of weak points
Visually: where enquiries, time and money are lost.
Priorities for changes
What will give the fastest effect and what can be postponed.
Automation plan
Step-by-step plan: where to start and how to develop the system.
CRM recommendations
Whether the current system fits or if it should be replaced/updated.
A few steps to a clear picture
Interview
We discuss processes, tasks, and pain points with the manager and the team.
Data Analysis
We review enquiries, the sales pipeline, correspondence, and CRM settings.
Risk map
We identify areas causing losses and slowing down work.
Priorities
We prioritise what to change and explain why.
Plan
We prepare a clear plan for improvements and automation.
Where to go next
Questions about the audit
We show where the business loses enquiries and time
We conduct a free process audit, identify weak points, and propose a prioritized change plan.
Enquiry sent
We will get in touch with you and clarify the project details.