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Free tool

CRM Audit Scorecard.

Seven quick questions. One honest score out of 100, a diagnosis, and three fixes you can ship this week. Free, about two minutes, and your email unlocks the score.

The scorecard

01 / 07

01 / 07, Lead response time

When a new inbound lead arrives, how fast does someone respond?

Common questions

About the scorecard.

Each of the 7 questions covers a high-leverage area: lead response time, manual data entry, follow-up consistency, lead scoring, automation, forecasting, and reporting. Each is weighted equally toward 100, and your answer earns partial credit based on maturity. The total is your score.

Not while you answer: the questions run in your browser. To see your score we ask for your first name and email, and at that point your score and answers are saved with them so we can follow up. There is no account to create.

It's a directional read, not an audit. The point is to surface the one or two gaps quietly costing you the most revenue so you know where to focus first.

You'll see three prioritized fixes. If you want to see them in action, book a demo and we'll show you exactly how the agents score leads, automate follow-up, and forecast your pipeline.

Your turn

See your fixes, live.

Book a demo and watch the agents score leads, draft follow-ups, and forecast your pipeline.