CRM audits that turn messy data into more sales
If your CRM feels like a digital filing cabinet rather than a sales tool, it’s time for a reset.
We audit your data and workflows to ensure your customer relationships stay organised and profitable, so your team can focus on closing deals rather than fixing spreadsheets.
Perfect for:
Turning messy customer data into sales intelligence
Your CRM should be your most powerful sales asset, yet it often becomes a cluttered graveyard of outdated leads and broken workflows. Our CRM audit is designed to restore order to your data.
We dive deep into your current setup – whether you’re using HubSpot, Salesforce, or another system – to identify duplicate records, “dirty” data, and manual processes that are slowing your sales team down.
We focus on the “human” side of the technology, ensuring that your team actually enjoys using the system rather than fighting against it.
By auditing your data architecture and integration points, we help you turn your CRM into a reliable “source of truth” that provides accurate forecasting and facilitates genuine, long-term customer relationships.
What’s included
Turn your CRM into a sales asset
- Review of HubSpot, Salesforce or your CRM
- Duplicate and dirty data found
- Broken workflows fixed
- Manual processes identified for automation
- Recommendations for your sales team
- Migration advice if needed
Who this is for:
A CRM should be the heartbeat of your sales operation, not a source of frustration. We help organisations that are struggling with “dirty data,” manual entry fatigue, or a general lack of trust in their reporting.
Sales directors who are frustrated by inaccurate forecasting caused by poorly maintained lead records or inconsistent team data entry habits.
Growing teams that have outgrown their basic spreadsheets or entry-level CRM and need to ensure their data structure is ready for migration.
B2B organisations looking to improve their lead nurturing process by identifying where potential customers are falling through the cracks of their database.
Operations managers tasked with integrating multiple departments who are currently using different, disconnected methods to track customer interactions.
Trusted by operators and brands including
How we work
A partnership that keeps improving
Marketing consultancy isn’t a project with an end date. It evolves over months as we learn what works for you.
01
Discovery and an audit
A free 30-minute call, then an audit of your current marketing, so everything that follows starts from facts, not guesses.
02
A monthly retainer
A set monthly amount for an agreed number of hours, typically five, 10, 25 or 50. Unused hours roll over for up to three months.
03
Review, report, adjust
A strategy call each month to review results and agree the next focus, plus a monthly report on what worked and what changed.
Trusted by leaders
We pride ourselves on building lasting relationships. Hear from the industry leaders who have used our expert guidance and specialised skills to solve complex problems, drive sustainable growth and scale their operations.
★★★★★
We’re very happy. Fruit Bowl Co worked incredibly hard to improve our website, and sales increased by more than 44%. They continue to impress us with their skills, more than four years into our partnership.
Debbie Jones, Hildon
★★★★★
We are delighted with the results Fruit Bowl Co achieved, and we’re also impressed by how they engaged with stakeholders to develop a creative yet elegant solution to a problematic part of our membership sign-up process.
Ben Holloway, RYA
★★★★★
We urgently needed to migrate to a new web platform and add features that would give our team and members greater control. Fruit Bowl Co delivered quickly, efficiently, and on budget! We’re delighted, and so are our members.
Carol Paddison, EBA
Our work
A few things we’ve made
Actionable insights that align with your goals through expert audits & strategic planning
Questions
Frequently asked questions
Everything you need to know about CRM audits. Still not sure? Book a free call and ask us.
Which CRMs do you audit?
HubSpot, Salesforce and other systems.
How much will it cost?
Every project gets a fixed quote before we start, after a free 30-minute call to understand what you need. As long as the brief stays the same, the quote is what you pay.
Got a project in mind?
Tell us what you need, and we’ll show you how we’d help.