Your CRM Is Quietly Bleeding Revenue
Find the silent failures costing you $10K–$100K/year—and get a prioritized fix list you can execute in a week.
For growing businesses running HubSpot, Salesforce, or Pipedrive who can't afford silent system failures.
Money-back guarantee • 48-hour turnaround • No contracts required
Based on 120+ audits • Average client sees 7 critical issues
We audit these CRMs and more
Businesses Served
Client Revenue Generated
Automations Built
Star Rating
THE PROBLEM
It Looks Like It's Working. It's Not.
You've invested in a powerful CRM. Your team logs in. Data exists. But underneath the surface, silent failures are costing you money:
CRM Health Overview
Rating: NEEDS ATTENTION
Broken Workflows
Follow-ups that should fire don't. Leads go cold because sequences silently break. Average cost: 15-20% of inbound pipeline.
Data Decay
Your database is rotting at 30% per year. Duplicates, outdated contacts, and bad data silently corrupt your reporting.
Pipeline Leaks
Deals sit in stage for 90+ days with no activity. By the time you notice, they're already lost. We've seen single leaks worth $50K+.
Strategic Blind Spots
Your dashboards look fine—but the data feeding them is wrong. You're making big decisions on bad intel.
CLIENT SUCCESS STORY
$480,000 in Annual Revenue Unlocked
B2B Packaging Supplier
Ecommerce • 70K+ contacts • 5 warehouse locations
This fast-growing packaging supplier had migrated to BigCommerce and HubSpot. Their email marketing showed strong results. But their abandoned cart recovery had been completely broken since day one — and nobody knew.
Our audit uncovered:
- Abandoned cart emails: 0 sent in 10 months — workflow misconfigured after platform migration
- Review requests: Sent to refunded customers — generating negative reviews and damaging reputation
- Win-back workflow: Inverted logic — would have emailed unsubscribed contacts if turned on
Result: Cart recovery now generating $40K+/month
8% recovery rate on previously abandoned revenue
Our cart recovery had been broken for 10 months and we had no idea. MapMatix found it in the first hour. That single fix added $40K to our monthly revenue.
Marketing Director, B2B Packaging
Money-Back Guarantee
Full refund if no value found
48-Hour Turnaround
Get your report fast
120+ Audits Done
Proven methodology
No Long Contracts
One-time deliverable
THE PROCESS
Under an Hour of Your Time. That's It.
Here's how the audit works—and why it won't derail your week.
Quick Connect
15-min call to confirm fit, select your package, and kick things off.
Quick Intake
5-minute form with context about your business, goals, and pain points.
We Dig
Our 7-pillar diagnostic runs while you work. 48-72 hours later, we have answers.
You Decide
Prioritized findings ranked by dollar impact. Implement yourself or let us fix it.
THE AUDIT
We Interrogate Every Corner of Your CRM
Our 7-pillar methodology ensures nothing gets missed. Here's what we examine:
What We Actually Find
"Your quote follow-up sequence stopped firing 8 months ago"
$47K walked out the door. Dashboard said "active." Zero alerts.
"23% of your deals have been 'in stage' for 90+ days"
They're not stuck—they're dead. Your pipeline is lying.
"Your best lead source? You don't know."
40% of contacts have no attribution. You're spending blind.
DELIVERABLES
What You'll Receive
You don't get a vague report and a "good luck." You get a fix list you can execute on Monday—plus the support to make it happen.
Detailed Report
Comprehensive analysis with prioritized findings and revenue impact estimates
Video Walkthrough
Recorded explanation of key findings and recommended fixes (Benchmark+)
Implementation Roadmap
Step-by-step plan to fix issues, ordered by impact and effort (Benchmark+)
Strategy Calls
Live consultation to discuss findings and plan next steps (Strategic only)
See Exactly What You'll Get: Sample Audit Report
Don't take our word for it. Our sample report shows the exact depth of analysis, prioritized findings, and actionable recommendations included in every audit.
- Full 15-page audit walkthrough
- Real findings with dollar impact estimates
- Prioritized fix roadmap example
No email required. Instant download.
CRM Audit Report
Sample • 15 pages
WHY US
Operators, Not Consultants
We don't theorize about CRM problems—we fix them daily for companies like yours.
We Build These Systems Daily
We don't just analyze—we build and manage CRMs for companies like yours. We know exactly what breaks and why.
Multi-Platform Expertise
We audit all major CRMs: Salesforce, HubSpot, Pipedrive, and Zoho. Same rigor, any platform.
Revenue-First Analysis
Every finding is evaluated through one lens: "Is this losing you money?" No fluff. No vanity metrics.
We audit these CRMs and more
PACKAGES
Choose Your Audit Depth
Every package includes our money-back guarantee. If we don't find at least 3 actionable issues, the audit is free.
The Diagnosis
CRM health check
2 business days
- CRM Health Score (0-100)
- 7-Pillar Analysis breakdown
- Critical issues with severity ratings
- Prioritized recommendations
- PDF report
- Implementation support available
No call required. Start immediately.
The Prescription
CRM + industry benchmarks
1 week
- Everything in The Diagnosis
- Industry benchmark comparisons
- Process & workflow analysis vs peers
- 30-day priority action plan
The Partnership
Full tech stack review
Per project basis
- Everything in The Prescription
- Full tech stack audit
- Integration health analysis
- CRM's role in your ecosystem
- Meeting to discuss findings
- Priority Slack/email access
100% Money-Back if we don't deliver value.
If we don't find at least 3 actionable issues worth fixing, the entire audit is free. No questions asked.
QUESTIONS
Frequently Asked Questions
We audit all major platforms including HubSpot, Salesforce, Pipedrive, and Zoho. Our methodology adapts to each platform's unique architecture while maintaining consistent quality standards.
Our Health Check delivers in 48 hours. The Benchmark audit takes 5 business days. Strategic audits with full tech stack review take 2-3 weeks depending on complexity.
We'll need admin or read-only access to your CRM, plus a 30-minute kickoff call to understand your business goals, current pain points, and what success looks like for your team.
You'll receive a detailed report with prioritized findings ranked by revenue impact. For Benchmark and Strategic tiers, we include an implementation roadmap with specific steps. We can also implement fixes for you if needed.
In 120+ audits, we've never failed to find actionable improvements. But if we somehow don't identify at least 3 issues worth fixing, we'll refund your audit fee in full. That's our guarantee.
Vendor support helps you use their tool—they don't audit whether your setup is actually working. They'll never tell you that your workflows are broken, your data is decaying, or that you're losing revenue. That's not their job. It's ours.
They could—if they had 40 hours and knew where to look. We've built diagnostic frameworks across 120+ implementations. We find what internal teams miss because we've seen the same failures repeat across industries. Your admin is great at running the system. We're great at auditing it.
Your CRM Is Leaking.
Let's Find Out How Much.
Money-back guarantee. No contracts. No long-term commitments.
No commitment required • Get findings in 48 hours • 100% money-back guarantee
Not ready for a full audit? Book a free 30-minute call and we'll tell you whether an audit is even worth it for your situation.
Your CRM is leaking revenue right now. Find out how much.
Money-back guarantee • 48-hour turnaround • No contracts