AI-powered CRM audit that detects lost leads, missed follow-ups, stale deals, duplicate records, missing lead sources and hidden pipeline risks — in minutes.
Most sales teams lose 10–30% of pipeline to invisible issues: leads no one follows up, deals frozen with no next step, duplicate contacts, missing attribution. You can't fix what you can't see.
The audit scans your Zoho CRM for six categories of silent leaks and quantifies their impact in dollars.
Surface every open opportunity missing a scheduled activity or follow-up.
Find new leads that never received a call, email or task assignment.
Identify deals stuck in stage too long and quantify the pipeline risk.
Detect duplicate contacts, leads and accounts polluting your data.
Spot records missing phone, email, owner, amount or close date.
Recover attribution gaps so you know which channels actually pay back.
Every audit returns a CRM Health Score, an estimate of revenue at risk, the top contributing issues, and an AI-generated fix plan you can hand straight to your team.
Secure read-only OAuth connection. Takes under 60 seconds.
Our AI inspects deals, leads, contacts and pipeline activity.
Receive your health score, dollar impact and AI fix plan.
Join the early access list. We'll email you when your scan slot opens.
Run a free audit and see exactly how much revenue your Zoho CRM is losing — and how to recover it.
Run Free Audit