One read-only Audit & Report for $297. If you move forward within 30 days, that $297 is credited in full toward your fix — so the full fix is $1,497 all-in, up to 10 items, done within 15 business days. Every audit is read-only: we tell you what we found in writing, and we never touch, merge, or delete a single record.
We separated "tell us what's wrong" from "go fix it" on purpose. That's what keeps our diagnostic work fast, affordable, and free of the legal weight that comes with anyone editing your live systems.
A scoped, reporting-only connection to your CRM. Nothing is written, merged, or deleted at any point during the audit.
Grades by category, an overall score out of 100, and a prioritized list of what to fix first and why it matters. Every finding reviewed by a person.
3–5 business daysFix it yourself, hand the report to any vendor, or give us the go-ahead — up to 10 fixes, completed within 15 business days.
Fixes within 15 business daysEvery engagement starts with the read-only Audit & Report. The fix and the monitoring are yours to choose once you've seen exactly what's going on.
The read-only starting point for every client. A full look at your primary CRM, reviewed by a person before it reaches you.
The findings from your report, fixed to your approval — up to 10 items, in one clean window. This is where a broken CRM becomes a working one.
Everything kept current. Built for teams who need to know their data is still healthy next quarter, not just today.
No customer data is ever touched during your audit. We connect through a read-only API scoped to reporting permissions only. We can see what's broken, where, and how much it's costing you — we cannot write to, merge, or delete a single record. The hands-on fix is a separate, approved step you give the go-ahead on. That split is deliberate: it's what lets us move fast, price affordably, and keep your data exactly where you left it.
Most teams spend five figures a year on the sales system itself — and not one dollar making sure it's actually working. That gap is where the leaks live.
License figures reflect published 2026 list pricing for a 10-seat team; your negotiated rates may vary. The verification gap, unfortunately, doesn't.
Two companies on the same CRM can need very different work. These are the factors that usually decide whether your report points to a clean 10-item fix or something bigger.
If your CRM is the whole story, the fix stays inside the 10-item window. If leads move through a website, an email platform, and a CRM before anyone sees them, your report will show which connections need repair too.
A database touched daily by a growing sales team decays faster than one that's mostly static. Monthly monitoring exists for the first case, not the second.
Basic GDPR/CCPA field hygiene is part of every audit. Regulated industries and larger contact volumes tend to need the ongoing check that comes with monitoring.
Ten targeted fixes solve most CRMs. A wrong-platform migration or a ground-up rebuild is a different animal — scoped as its own project, so the fix price stays honest.
The Full CRM Fix covers up to 10 items from your report. When your findings point to something larger — a CRM-to-CRM migration, a ground-up rebuild, custom workflow logic, or a full compliance overhaul — that becomes a scoped project starting at $5,000+. Hands-on work like this means writing to your live systems, so it only happens under its own signed services agreement that spells out exactly what we're authorized to touch, for how long, and with what oversight.
Every finding points to a specific place in your own system. If we got one wrong, we re-scan and re-issue your report at no cost.
Take your report and fix it yourself, hire someone else, or bring us in. It's your data and your call.
The audit connects read-only. We report what we find; we only ever write to your CRM under a separate agreement you approve first.
Not during the audit — the $297 Audit & Report is read-only, full stop. The only way we ever write to a live system is the separately-contracted Full CRM Fix (or a larger project), and only after you've given the go-ahead authorizing it.
You pay $297 for the Audit & Report. If you decide to move forward with the fix within 30 days, we credit that $297 in full — so you pay a $1,200 balance and the complete job is $1,497 all-in. If you wait past 30 days, the fix is $1,497 on its own. Moving inside the window effectively makes your audit free.
No. Plenty of clients take the report and fix things themselves or hand it to their own developer, and that's a fine outcome. The report is yours to keep and use however you like.
The $297 covers real diagnostic work — a full read-only scan and a human-reviewed report you keep either way — so it isn't refundable once delivered. What it is: credited in full toward your fix if you proceed within 30 days, which effectively makes the audit free when you move forward. And if any finding turns out to be wrong, we re-scan and re-issue at no cost.
Sixty seconds tells you that something's off. The $297 Audit & Report tells you exactly what — and it's credited in full toward your fix the moment you move forward within 30 days.