Free Tool
CRM Health Score
6 questions. Find out where your CRM data helps your reps and where it gets in their way.
01 What percentage of your contact records have complete firmographic data (company size, industry, location)?
02 How often do you find duplicate contact or company records in your CRM?
03 Do you enrich new leads automatically (LinkedIn, tech stack, funding) or manually?
04 How stale is your opportunity data? When was the last time all deal stages were actually accurate?
05 Can you reliably segment leads by ICP fit, intent signals, and engagement history?
06 How long does it take a new rep to understand your pipeline and find accurate data?
Your Score
0
Critical
What this means
Want the full CRM cleanup roadmap?
We will send you a prioritized fix list based on your score, plus the exact n8n workflow we use to auto-enrich and deduplicate CRMs.
How the score works
What you give it
Your answers to six questions about your CRM: how complete your firmographic data is, how often you find duplicates, how leads are enriched, how current your deal stages are, how well you can segment leads, and how long a new rep takes to find accurate data.
How it scores
Each answer is worth 0 to 3 points, for a total out of 18. 14 or more is Excellent, 10 or more is Good, 6 or more is Average, 3 or more is Below Average, and 0 to 2 is Critical. The score is worked out in your browser.
What you get
Your score, your grade, and a short note on what that grade usually means. If you want a fix list, you can leave your name and email, and we get them with your score.
What it cannot see
Your CRM. The score comes only from what you tell it. It does not connect to your CRM or read a single record, so the result is only as accurate as your answers.
Cost
Free, with no account. Your answers are not sent to us unless you ask for the fix list.