Answer 10 quick questions about how your CRM is actually used day to day. In about two minutes, you’ll get a CRM Health Score and a clear recommendation on what to fix first. No signup required.
Lead Capture
CRM Health Score
0 / 100
Category breakdown
What to fix first
Your strongest area
What your score means
This assessment is a practical diagnostic, not a formal CRM audit. The score is based on common CRM and revenue-operations fundamentals such as lead capture, pipeline structure, follow-up, data quality, reporting, and team adoption.
A lower score does not necessarily mean you need a new CRM. In many cases, the bigger problem is how the existing system is configured or used.
This score is directional, not a certification. CRM needs vary based on sales cycle, team size, business model, and existing systems. Use the result as a starting point for identifying areas worth reviewing.
FAQ
Common CRM Health Check FAQs
A few quick answers about what the score means, what the assessment covers, and what to do if your CRM needs work.
What is a CRM health check?
A CRM health check is a review of how well your customer relationship management system supports lead capture, pipeline management, follow-up, automation, reporting, data quality, and team adoption.
What is a good CRM Health Score?
In this assessment, scores from 80–100 are considered Healthy, 60–79 Functional, 40–59 Unstable, and 0–39 Needs Attention. The score is directional rather than a formal certification.
Does a low score mean I need a new CRM?
No. A low score does not necessarily mean your CRM software is the problem. In many cases, the bigger issue is how the system is configured, maintained, or used by the team.
What areas does the CRM Health Check assess?
The assessment covers Lead Capture, Pipeline Structure, Follow-Up & Automation, Data & Reporting, and Process & Adoption.
How long does the CRM Health Check take?
The assessment contains 10 questions and is designed to take about two minutes. No email address or signup is required.