We audit your HubSpot, Salesforce, Zoho or Odoo across data quality, automation, routing, adoption and attribution, then send a fix list ranked by return.
The CRM health check is an audit of whether your revenue system is actually doing its job: is the data trustworthy, does automation work, do reps use it, and do the reports survive scrutiny in a room with sales leadership?
We audit HubSpot, Salesforce, Zoho and Odoo. We do not resell licences for any of them and take no partner commissions, which is why the recommendation can be trusted — including when it is that your current platform is fine and the configuration is the problem.
That is the most common finding. Most instances we audit are not fundamentally broken. They have accumulated unused custom fields, contradictory lifecycle definitions, broken automations and duplicate records over years of ungoverned change. That looks like a platform failure and is a governance failure.
You get a fix list ranked by return: what to fix first, what it would take, and what it is worth. Where migration genuinely is the right answer, the document says so and explains why.
Duplicate rates, field completeness, record decay and how much of your database is actionable.
Which workflows fire, which fail silently, and which are duplicating or contradicting each other.
Whether leads reach the right person fast enough, and whether any SLA is actually enforced.
Activity logging rates, field completion by rep, and whether people are working around the system.
Whether campaign attribution is configured, whether reports reconcile, and whether the forecast is calibrated.
Every finding with estimated effort and estimated return, ordered so you can start on Monday.
HubSpot, Salesforce, Zoho and Odoo. We do not resell licences for any of them and take no partner commissions, which means the recommendation is not influenced by what we would earn from it.
Only if migration is genuinely right, which is less often than you might expect. Most instances we audit have a governance problem rather than a platform problem — accumulated unused fields, contradictory definitions, broken automations. Cleanup usually costs a fraction of migration and delivers most of the benefit.
No. Access is read-only and nothing is modified. The output is a document describing what we found and what we would recommend, which you can execute yourself or with anyone else.
Then the health check does not apply, but a thirty-minute call on platform selection will be more useful than most vendor comparisons you will read. We will recommend based on your sales motion and three-year cost, and we earn nothing from the licence either way.
Figures and claims on this page are drawn from FlairLytics client engagements and verified platform documentation. Content is reviewed on a fixed cycle and updated when the underlying facts change.
Grant read-only access and we will return a ranked fix list within five business days. No licence commissions, no migration bias.
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