The audit is a structured review of your CRM setup and usage. We look at areas such as data quality, lifecycle definitions, pipeline structure, reporting reliability, and how the system is being used by different roles in the business.

The goal is to identify where your CRM is supporting the business effectively and where issues may be affecting reporting, forecasting, or operational efficiency.

You’ll receive a short summary outlining observations, risks, and potential improvement areas.

In most cases, no.

Many organisations already have the right CRM but struggle with structure, data quality, or internal processes. The focus of our work is usually on improving how the system is configured and used rather than replacing it.

In many cases the audit can begin with a short walkthrough of your CRM structure and reporting.

If deeper analysis is required, access can be provided in a controlled way and handled in line with agreed confidentiality and data protection standards. Mossfix works with clients under NDA where required and follows clear data handling practices.

The audit simply highlights what’s working well and where improvements may be needed.

From there you can:

• address the issues internally using the recommendations provided
• engage Mossfix to support improvements
• prioritise specific projects such as CRM restructuring, data clean-up, or revenue operations alignment

There is no obligation to continue working together after the audit.

Most audits take 1–2 weeks depending on the complexity of the CRM and the size of the organisation.

The process usually involves a short discovery conversation, a review of the CRM structure and reporting, and a follow-up discussion to walk through the findings.