Closed Loop Co.

CRM Audit & Cleanup

Your CRM has the data. You just can't trust it.

We audit your CRM, clean the data, and map what's actually broken. So your pipeline, reporting, and revenue finally line up.

AI-assisted CRM audits for HubSpot, Salesforce, and Zoho systems. Most audits are completed within 1 week. No retainer required to start.

CRM audit and cleanup illustration

The Problem

Why most CRM data becomes unreliable.

CRM data quality problems illustration

Most CRM systems don't fail all at once. They degrade slowly.

Duplicate contacts get created every week

Lifecycle stages stop reflecting reality

Fields are filled inconsistently

Workflows break silently

Over time, reports stop matching revenue, sales teams stop trusting the system, and decisions are made on incomplete data.

This is a data and systems issue. AI-assisted workflows help us diagnose it faster and more accurately.

What We Audit

What we actually do inside your CRM.

The audit goes beyond surface-level cleanup. Using AI-assisted workflows, we review data quality, workflows, pipeline structure, and reporting accuracy together to identify operational gaps faster.

01

Data Audit

  • Duplicate records
  • Missing fields
  • Inconsistent properties
  • Lifecycle accuracy
02

Workflow Audit

  • Automation logic
  • Broken triggers
  • Redundant workflows
  • Manual handoffs
03

Pipeline Review

  • CRM stages vs sales process
  • Deal movement gaps
  • Drop-offs and bottlenecks
  • Stage ownership
04

Reporting Validation

  • Dashboard accuracy
  • Attribution gaps
  • Revenue reporting issues
  • Source tracking problems

Deliverables

What you walk away with.

You don't just get a report. You get a clear plan to fix the system, generated through AI-assisted analysis and operational review.

01

CRM health scorecard

02

Prioritized list of critical issues

03

Data cleanup recommendations

04

Workflow fixes mapped clearly

05

30 / 60 / 90 day action plan

Timeline

A focused audit, usually completed within 1 week.

The goal is to diagnose the system quickly, document the issues clearly, and give you a realistic fix plan using AI-assisted operational workflows.

CRM audit timeline illustration

Week 1

  • Access and system review
  • Data and workflow analysis
  • Pipeline and reporting review
  • Audit report delivered

Optional next step

  • Implementation can be scoped after the audit
  • Cleanup priorities are mapped before build work starts
  • No long-term commitment required

Best Fit

This audit is useful when the CRM exists, but trust is low.

Use this as a quick decision filter before moving into implementation.

Fit section illustration
Recommended

Good fit if

  • Your CRM reports don't match revenue
  • Your team doesn't trust the system
  • You suspect data issues but can't pinpoint them
  • You're planning a CRM rebuild
Avoid if

Not a fit if

  • You don't use a CRM yet
  • You only want tool setup without diagnosis
  • You are not ready to give CRM access for review

AI-assisted audit identified 3,000+ duplicate contacts

Duplicate and outdated records mapped in a single audit.

2x adoption after rebuild

Audit findings helped reshape the CRM around actual sales workflows.

Reporting improved within weeks

Dashboards became usable after core data and workflow issues were fixed.

FAQ

Common questions about CRM audits.

CRM audit FAQ illustration

Get Started

Start with the audit. See what's actually happening inside your CRM.

One focused engagement. We go into your system, map what's broken, and give you a clear AI-assisted action plan to fix it.