CRM Audit & Growth Points
We'll check your system and find opportunities for improvement. We'll show where money is being lost and how to increase profit.
Trusted by:
We'll conduct a deep audit of your CRM and business processes. We'll find bottlenecks where customers and sales are lost. We'll propose a concrete improvement plan with ROI calculations.
What You'll Get
Objective assessment
See the real state of your system and processes
Specific recommendations
Get an action plan, not general advice
Impact calculation
Understand how much you can gain from improvements
Prioritization
Know where to start for quick results
How We Work
1
Data collection
We study your CRM, processes, and metrics
2
Analysis
We find problem areas and growth points
3
Plan development
We create an improvement roadmap
4
Presentation
We present results and answer questions
5
Implementation
We help implement recommendations (optional)
1
Data collection
We study your CRM, processes, and metrics
2
Analysis
We find problem areas and growth points
3
Plan development
We create an improvement roadmap
4
Presentation
We present results and answer questions
5
Implementation
We help implement recommendations (optional)
The Result
- Detailed audit report
- Improvement plan with priorities
- Potential impact calculation
- Optimization recommendations
What to Do Next?
Want to stop losing customers and increase sales? Sign up for a free consultation or demo — we'll figure out how this will work for you.
What you'll get:
- Honest analysis of your processes
- CRM implementation plan tailored to your needs
- Answers to all questions about CRM and automation