Free CRM health check
How healthy is your CRM?
A free, read-only audit of Zoho CRM or Salesforce, scored out of 100.
- Read-only
- Free
- Results in minutes
- Independent CRM consultants
56/ 100
CRM health score
Grade D. Poor.Weakest: Leads
Leads
70
Contacts
82
Accounts
92
What we check
Six areas, each scored out of 100
Users and security
Admins, export rights, and leavers who still own deals.
Profiles and permissions
Who can mass delete, mass update or change owners.
Data quality
Duplicates, missing contact details and lead sources.
Pipeline and tasks
Stalled deals and overdue tasks.
Fields and automation
Empty fields and workflows that rely on them.
Reports and dashboards
Reports nobody runs. Salesforce for now.
How it works
Three steps
1
Tell us who you are
A one-minute form.
2
Connect your CRM
Read-only access.
3
Get your score
A grade per area and the fixes to do first.