Your CRM should help you grow, not add confusion. Call us for a free 4-step audit of your business CRM, or any CRM, in 30 minutes. We look at your leads, follow-ups, automation and reports, and tell you plainly where leads are leaking and what to fix first.
A CRM audit is a close look at how your CRM is actually used: your data, your pipeline, your automation and your integrations.
Steps that leads fall through between enquiry, follow-up and closing.
Duplicates, empty fields and wrong details that make reports unreliable.
Leads that nobody has touched, and no clear reason why.
Automation that is missing, outdated or not firing when it should.
Many businesses think their CRM is working well until someone looks closely and finds duplicates, missing information and leads that never got a follow-up.
Duplicate contacts and records, missing or inconsistent details, and wrong phone numbers or emails.
Whether your stages make sense, where leads get stuck, and where conversions drop.
Which leads have had no calls or messages, and whether follow-up dates are being kept.
Reminders, assignments and messages that are missing, broken or not triggering.
How your CRM connects with calls, WhatsApp, email, website forms and ad leads, and where data does not sync.
Whether the numbers can be trusted, and whether the owner can see what the team is doing.
Data gets untidy and habits change. Small gaps slowly turn into lost leads.
Numbers that do not match what is really happening.
Missed follow-ups and enquiries nobody picked up.
Reminders and messages that do not run the way you planned.
Staff who avoid the CRM because it is slow or confusing.
Tell us which CRM you use and how your team works with it.
A simple walkthrough or screen share. Nothing needs to change on your side.
Data, pipeline, follow-ups, automation, integrations and reports, together with you.
You leave with a clear list of what to fix first. Help with fixing it is optional.
Fewer leads forgotten, more of them contacted on time.
Staff spend time selling instead of searching and typing.
One record per customer, with the right details.
Routine tasks handed over to automation.
Clear numbers on leads, calls and conversions.
See who did what, and when.
Sukam Apps has built CRM and calling software for Indian businesses since 2011. See also our lead accountability checklist and Sukam Apps CRM.
Yes. Call or WhatsApp us and we review your CRM at no cost and with no commitment.
No. The audit is about your current setup. If we see that Sukam Apps CRM would solve a problem better, we will say so, but there is no pressure to change anything.
Any CRM, including Zoho, HubSpot, Salesforce, Excel or Google Sheets, or software built for your own business.
About 30 minutes. We go through your CRM with you and note the gaps as we go.
Just a walkthrough of how your team uses the CRM today, for example on a screen share. You do not have to hand over your database.
You get a plain list of what is broken or missing and what to fix first. If you want help fixing it, we can talk about that next.
Call or WhatsApp us. We will review your CRM in about 30 minutes and show you what is slowing you down.