CRM Audit
Free CRM Health Assessment
Let's see what your
CRM is really doing
Answer a few questions about your current setup and we'll generate a custom audit — identifying gaps, risks, and immediate wins — in under two minutes.
Step 01 — Contact
Tell us about yourself
We'll use this to send your full audit report and get in touch if you'd like to discuss findings.
Step 02 — Platform
Your CRM setup
Tell us about the platform and how your team uses it today.
Salesforce
Sales Cloud, Service Cloud, etc.
HubSpot
CRM, Sales Hub, Marketing Hub
Pipedrive
Pipeline-first CRM
Zoho CRM
Standard or enterprise tiers
Dynamics 365
Microsoft CRM suite
Other
Monday, Copper, Close…
B2B Sales
B2C Sales
Customer Support
Marketing
Partner Management
Field Service
Step 03 — Challenges
What's not working?
Be as candid as you like — this is confidential and helps us give you a sharper audit.
Describe up to 3–5 specific issues. More detail = sharper findings.
Reps skip CRM
Poor data quality
No admin expertise
Broken automation
Bad reporting
Integration failures
Security issues
Too complex
Step 04 — Goals
Where do you want to go?
Understanding your objectives helps us prioritize findings by business impact.
Pipeline visibility
Reduce manual work
Better reporting
Platform fit check
New rollout prep
User adoption
Security & compliance
CPQ / advanced automation
No rush
Business critical
5 / 10
Step 05 — Review
Ready to generate your audit?
Review the summary below, then click submit to receive your personalized findings.
Generating your audit findings…
Your audit is ready,
We've generated your CRM health report below. A copy will also be sent to . A consultant from Tetrachromes will follow up within 1 business day.