WHAT WE ANALYZE
We examine how your CRM, contact records, pipelines, and automations support your customer journey, identifying gaps in organization, visibility, and follow-through.
Review how your CRM is organized, how opportunities move through pipelines, and whether stages, assignments, and follow-up processes support consistent lead management.
Assess contact organization, duplicate records, incomplete information, tagging, segmentation, and data hygiene issues that may affect reporting and communication.
Evaluate how contacts are managed from initial inquiry through conversion and ongoing relationships, including opportunities to reconnect with inactive leads and existing customers.
Review existing automation workflows, relevant integrations, and data movement between systems to identify manual work, disconnected processes, and opportunities for improvement.
YOUR DELIVERABLES
Your audit combines a 60-minute session with Crystal and additional review of the agreed systems and data to produce documented findings and prioritized recommendations.
A documented assessment of the CRM and database areas reviewed, highlighting observed issues in data quality, organization, segmentation, pipeline structure, and system usage.
An evaluation of how leads and customers move through the agreed lifecycle stages, identifying gaps in follow-up, visibility, contact management, and potential reactivation opportunities.
A practical improvement plan outlining recommended CRM, database, and automation enhancements, organized by priority, potential impact, and implementation considerations.
BOOK YOUR AUDIT
One-time investment: $5,000. Select an available time below and complete payment to confirm your session with Crystal. Your audit also includes additional CRM and database analysis and written optimization recommendations.
Relevant CRM information, pipeline details, database summaries, and automation documentation may be requested to support the analysis. Report delivery timing will be confirmed based on the agreed scope and available information.
COMMON QUESTIONS
The audit includes a 60-minute session with Crystal, additional review of the agreed CRM and database information, and written findings with prioritized recommendations. The assessment may cover CRM structure, pipelines, data quality, segmentation, customer lifecycle, and automation opportunities. It is a one-time diagnostic service.
No. The audit is designed to evaluate your existing CRM and customer data processes. We assess the systems you currently use and focus on opportunities to improve what is already in place, rather than assuming you need to replace your technology.
The information required depends on the agreed scope. We may begin with system documentation, screenshots, reports, or a guided walkthrough. If direct access is necessary, we will coordinate appropriate permissions and a secure access method. Do not send passwords or sensitive customer records through ordinary email.
Operations Audit focuses on how your business executes work, including SOPs, workflows, responsibilities, and operational bottlenecks. Tech & Database Audit focuses more deeply on your CRM, pipeline structure, customer data quality, segmentation, lifecycle management, and automation opportunities.
No. The audit identifies issues and provides documented recommendations. Database cleanup, contact migration, CRM configuration, automation development, and implementation are separate services unless expressly included in the agreed scope.
The delivery timeline depends on the agreed scope, complexity of the systems reviewed, and availability of relevant information. We will communicate the expected timeline as part of the audit process.