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CRM Health Scorecard

Find out if your CRM is helping your business — or quietly holding it back.

Score your CRM in under 10 minutes and get instant recommendations.

✓ Takes less than 10 minutes
✓ No technical knowledge required
✓ Instant score out of 100
✓ Category-based recommendations
78

See your CRM health at a glance

Review your data quality, duplicate risk, pipeline, reporting, automation and maintenance.

What You’ll Check

This assessment reviews the areas that most commonly cause CRM chaos, poor reporting and lost sales productivity.

👥
Contact Data
🏢
Company Records
📂
Duplicates
📈
Pipeline
📊
Reporting
⚙️
Automation
📧
Marketing Data
🧹
Maintenance
Question 1 of 16
Duplicate Management

1. How well are duplicate contacts managed?

Contact Data

2. Are important contact fields consistently completed?

Contact Data

3. Does every active contact have a clear owner?

Company Records

4. How often are duplicate companies reviewed?

Company Records

5. Are contacts correctly linked to companies?

Pipeline

6. Do your deal stages accurately reflect reality?

Pipeline

7. How often are stale opportunities reviewed?

Marketing Data

8. Are bounced, unsubscribed and inactive contacts managed?

Reporting

9. Can leadership trust your CRM reports?

Reporting

10. Do dashboards match the actual CRM records?

Automation

11. Are workflows and automations reviewed regularly?

Automation

12. Does lead routing work correctly?

Governance

13. Does your business have documented CRM standards?

Governance

14. Is someone clearly responsible for CRM data quality?

Maintenance

15. How often do you perform CRM housekeeping?

Maintenance

16. Are imports reviewed before new data is added?

Your CRM Health Score

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