Is Your CRM Optimised for Scale — or Holding Growth Back?
A structured CRM optimisation and migration audit to uncover low feature usage, data issues, automation gaps, and migration readiness.
Why CRM Optimisation & Migration Audits Matter
CRM functionality and features are underused by teams
Sales and marketing adoption is low
Reports do not reflect business reality
Automations are broken, duplicated, or over-engineered
Data quality issues reduce trust in the CRM
Existing CRM struggles to support scale or AI-readiness
Most CRM problems remain invisible until they start impacting revenue and decision-making.
What We Assess in the Audit
CRM Optimisation Review
- CRM functionality usage and feature adoption levels
- Identification of unused or under-utilised CRM capabilities
- Reasons for low usage (configuration, UX, process mismatch)
- Data quality, duplication, and structural issues
- Pipeline and lifecycle alignment with actual sales processes
- Automation and workflow efficiency
- User roles, permissions, and access controls
- Accuracy of reports and dashboards
Migration Readiness Review
- Whether low CRM usage is due to poor setup or platform limitations
- Current CRM constraints impacting scale and performance
- Target CRM feasibility (if migration is being considered)
- Custom objects, fields, and workflow complexity
- Integration dependencies and breakage risk
- Downtime tolerance and overall migration risk
Key Insight: In many cases, low CRM adoption is caused by poor configuration and process mismatch — not the CRM itself.
CRM Platforms Covered
Salesforce
HubSpot
Zoho CRM
Microsoft Dynamics 365
Pipedrive
Freshsales
Audits cover optimisation within your current CRM and migration feasibility to a better-fit platform if required.
How the Audit Works
CRM Usage & Data Assessment
Evaluate current CRM setup, user adoption, and data volume
Business Logic & Automation Review
Analyse workflows, automations, and process alignment
Data Health & Reporting Analysis
Assess data quality, duplication, and reporting accuracy
Optimisation & Migration Evaluation
Determine optimisation opportunities or migration feasibility
Audit Report & Roadmap
Deliver clear findings, priorities, and actionable recommendations
Clear findings. Clear priorities. No guesswork.
What You Get After the Audit
CRM health and usage scorecard
Feature adoption and optimisation recommendations
Data cleanup and automation improvement plan
Migration feasibility report (if applicable)
Estimated effort, timeline, and risk level
Dedicated Expert Pods (Optional Next Step)
CRM Optimisation Consultant
Maximise your current CRM capabilities
Migration Architect
Plan and execute seamless CRM migrations
Data Engineer
Ensure data integrity and quality
Automation Specialist
Build efficient workflows and automations
CRM Admin (Post-Audit Execution)
Implement recommendations and ongoing support
Frequently Asked Questions
That's exactly what the audit determines. We assess whether your current CRM can be optimised to meet your needs or if migration is the better path. Most organisations find significant optimisation opportunities first.
Not sure whether to optimise or migrate your CRM?
Let's start with a structured audit to uncover the real issues and chart the right path forward.