CRM Health Score

6 questions. 2 minutes. Find out if your CRM is helping you sell or silently sabotaging your team.

01 What percentage of your contact records have complete firmographic data (company size, industry, location)?

Less than 25% 25-50% 50-75% More than 75%

02 How often do you find duplicate contact or company records in your CRM?

All the time. It is a known problem Weekly. We clean them manually Rarely, maybe once a month Never. Duplicates are auto-prevented

03 Do you enrich new leads automatically (LinkedIn, tech stack, funding) or manually?

We do not enrich at all Manually. Reps research each lead Partial. Some fields auto-filled Fully automated on entry

04 How stale is your opportunity data? When was the last time all deal stages were actually accurate?

Stages are mostly guesses We update during weekly pipeline reviews Reps update within 24-48 hours Real-time. Automated stage transitions

05 Can you reliably segment leads by ICP fit, intent signals, and engagement history?

No. We cannot segment effectively Basic. Industry or company size only Moderate. 2-3 criteria combined Yes. Multi-factor scoring in real time

06 How long does it take a new rep to understand your pipeline and find accurate data?

Weeks. Data is chaotic A few days. With hand-holding One day. Data is structured Hours. Self-service and documented

Your Score

Critical

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.

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