Free tool
CRM Audit Scorecard.
Seven quick questions. One honest score out of 100, a diagnosis, and three fixes you can ship this week. No signup, nothing saved.
When a new inbound lead arrives, how fast does someone respond?
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.
No. The scorecard runs entirely in your browser. We don't ask for an email, and nothing you enter leaves your device.
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.
See your fixes, live.
Book a demo and watch the agents score leads, draft follow-ups, and forecast your pipeline.