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CRM Health Check

Answer 10 quick questions about how your CRM is actually used day to day.

Start the Health Check ↓
1

Review your setupLook at data, stages, and ownership.

2

Answer 10 questionsChoose the answer closest to reality.

3

Get your scoreSee where to focus next.

Check the health of your CRM

Answer the questions honestly to see what is helping your team and what needs attention.

Answer 10 quick questions about how your CRM is actually used day to day. In about two minutes, you'll get a CRM Health Score and a clear recommendation on what to fix first. No signup required.

Question 1 of 10 0% complete

Lead Capture

Are new leads automatically added to your CRM?

Leads from forms, ads, referrals, or other sources should enter the CRM without someone manually copying them over.

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A healthier CRM starts with a clearer diagnosis.

A system your team runs after I’m gone.

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