Find Out What's Wrong With Your CRM Before You Change Anything.
Identify duplicate records, missing information, inconsistent values, ownership gaps, and other data-quality issues through a structured assessment of your CRM.
What this service does
Identifies and documents issues. No records are changed during an audit.
Useful when a team suspects its records are unreliable but has not yet confirmed which issues exist, how widespread they are, or which deserve attention first.
What it does not do
- Merging, deleting, or editing live records
- Assuming two similar records are the same entity
- Recommending a CRM replacement by default
Common issues reviewed
- Duplicate records
- Missing information
- Inconsistent formatting
- Invalid or outdated contact details
- Unassigned records
- Inconsistent property values
Work may include
- Review agreed fields and record samples or exports
- Classify issues by type and significance
- Identify duplicate candidates for client review
- Document recommendations before any changes
Potential deliverables
- Categorized findings
- Duplicate candidate report
- Missing information assessment
- Prioritized recommendations
- Actionable review workbook
Exact deliverables are confirmed in the project scope.
How this applies to your records.
The same discipline, adjusted to the record types each industry depends on.
Other services and examples.
CRM Data Auditing questions
Will Opticuity CRM change my CRM records immediately?
Not necessarily. An audit can begin with an approved export or read-only access when appropriate. Changes to live records require a separately agreed scope and authorization.
Do I need to replace my current CRM?
Not necessarily. Opticuity CRM focuses on assessing and improving the information in existing systems. Platform migrations are a separate decision.
Which CRM platforms can Opticuity CRM work with?
Compatibility depends on your CRM platform, available export and import formats, record structure, access requirements, and project scope. Platform support is confirmed before work begins.
Will I receive a report of the findings?
Available deliverables include categorized audit findings, recommended corrections, approval workbooks, and closeout summaries. The exact reporting package is confirmed in the project scope.
Request a CRM Audit
Share your platform, record types, and concerns. Scope, access, and approvals are agreed before work begins.