These tools are built for one job: helping you see where your CRM might be letting you down before you spend money on fixing it. Each one asks questions we would normally ask at the start of an engagement, then turns your answers into something you can act on or take to your team.
They work from what you tell them. None of them can see inside your systems or look up your DNS records, so treat the results as a well-informed starting point rather than a diagnosis.
The tools
Which tool should I start with?
Start with the CRM Health Check if you aren’t sure where the problem is. It covers the widest ground and will usually point you to one or two areas worth a closer look.
If you already know the area, go straight to the matching tool. Customers getting lost between welcome, purchase and repeat business points to the lifecycle coverage check. A debate about whether an automation project is worth funding is what the ROI calculator is for. If you’re planning an audit or a platform change and want a sense of scale first, use the complexity calculator. Falling open rates or emails landing in spam call for the deliverability check.
When a tool isn’t enough
A self-assessment is good at spotting patterns. It’s less good at explaining why a specific workflow enrolled the wrong 3,000 contacts last Tuesday. If you already know the problem is real, a CRM Audit looks at the actual configuration, data and history. If you’re unsure, a 30-minute consultation is the easiest way to find out.