CRM & funnel audit
We examine how your work with requests and clients is set up in the CRM: system configuration, funnel stages, automations, data quality, lead handling, integrations and reports — and build a prioritized plan of what to improve. Honestly — an audit finds where requests are lost and where the system is a mess, but it does not raise sales by itself: the effect comes from implementing the fixes and from how much the team actually uses the CRM.
CRM & funnel audit — overview
A CRM & funnel audit is a one-time analysis of how your CRM handles requests and deals: the correctness of the configuration and funnel stages (do they reflect the real sales process), automations (what is done manually for nothing), data quality and completeness (duplicates, empty fields, lost leads), the speed and order of request handling, distribution among managers, integrations with the site, telephony, messengers and analytics, reports and conversion by funnel stage. The goal is to find where requests are lost and where the system hinders rather than helps, and to give a prioritized plan. Honestly about the main point: this is diagnosis, not CRM setup and not a guarantee of sales growth. The audit finds problems, but sales depend not on the system itself but on the product, the market, the work of the sales team and how much the team actually uses the CRM. Important: a CRM works on the "what you enter is what you see" principle: if managers do not log requests and calls, even a perfect configuration will show an incomplete picture; some conclusions will be limited by the quality of your data — we will note that honestly. We do not promise to "raise sales by X%". Access is needed: to your CRM (at least read-only), ideally to connected systems (telephony, site forms, analytics); without access only a conversational review based on what you tell us is possible, which is less accurate. It is a snapshot in time: processes and data change. What you get: a report with losses and problems by priority (configuration, funnel, automations, data, integrations) and an improvement plan; implementation and CRM tuning are separate work. If you have no CRM or very few requests, we will honestly say there is nothing to audit yet and suggest where to start. Picture this: instead of "the CRM is inconvenient" you learn that 30% of site requests never reach the CRM because of a broken integration, half the deals stall at a stage with no task and no owner, there is a noticeable share of duplicate contacts in the base, and the "Source" field is filled in almost nowhere — and it is clear what to fix first. The base price starts from 20,000 ₽; it depends on the funnel complexity and the number of integrations.
Problems we solve
- Requests get lost and it is unclear where exactly.
- There is a CRM but it is unclear whether it helps selling or hinders it.
- Managers complain about the system or do not use it.
- You do not trust the CRM reports, the numbers do not add up.
What's included in the CRM & funnel audit service
- CRM configuration and funnel stages: do they reflect the real process
- Automations: what is done manually for nothing, where triggers are needed
- Data quality: duplicates, empty fields, lost and stalled leads
- Speed and order of request handling, distribution among managers
- Integrations: site, telephony, messengers, analytics
- Reports and conversion by funnel stage
- Bottlenecks where requests and deals are lost
- A prioritized report with problems and a plan
What you get
- Clear understanding of where and why requests and deals are lost
- A prioritized list of problems (configuration, data, integrations)
- An improvement plan (implementation and tuning are separate)
- Understanding where the problem is in the system and where in the team's work
How the work goes: steps
- We clarify the sales process, roles and collect access (CRM, telephony, forms, analytics)
- We analyze the configuration, funnel, data, integrations and reports
- We prepare a prioritized report with a plan and review it with you
Why PDV Expert
- Fixed price and timeline — no surprises on the invoice.
- Report and recommendations in plain language — clear without a technical background.
- In touch at every step and answering questions about the result.
FAQ
Will sales grow after the audit?
The audit itself does not raise them — it finds where requests are lost and where the system hinders. Sales depend on the product, the market, the sales team's work and whether you implement the recommendations. We cannot promise "+X% sales" — we will honestly show the priorities.
What if managers do not enter data into the CRM?
Then some conclusions will be limited: a CRM shows only what was entered into it. We will see this from gaps in the data and note it separately — sometimes the main problem is not the configuration but that the system is not used.
Will you set up the CRM based on the audit?
The audit is diagnosis and a plan. Setup, tuning and implementing automations are separate work (by us or by your integrator). We honestly separate what is part of the audit from what is part of an implementation project.
About the provider
The «CRM & funnel audit» service is provided by PDV Expert — a team specialising in «Diagnostics & monitoring». We work under contract and deliver a written report with recommendations.