CRM Health Assessment
Answer 20 quick questions to uncover where your CRM is helping your revenue — and where it's holding you back.
Do you currently use a CRM?
The CRM Health Assessment is designed to diagnose an existing system. If you don't have a CRM yet, we have a better-suited path for you.
Start with a quick strategy conversation
Since you're evaluating a CRM for the first time, a short call with our CRM strategist is a better fit than a diagnostic assessment. Fill out the form below and we'll get you scheduled.
Welcome back
Looks like you started this assessment already. Would you like to pick up where you left off, or start fresh?
Your CRM Assessment Is Ready
Enter your details to unlock your full results, including your CRM Health Score, top system gaps, and recommended next step.
| Category | You | Peer Avg | Delta |
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Your diagnosis
A closer read of your responses
Top Gaps
Recommended Path
Assessment Breakdown
AI Readiness
What this free assessment doesn't cover
This report is a directional diagnostic based on your responses. A full LeadTrellis CRM Audit reviews your actual system — not just your self-assessment — and adds:
- Direct review of your workflows, automations, and pipeline data
- Data quality audit (duplicate records, orphaned deals, stale fields)
- Integration mapping across your marketing, billing, and support stack
- Sales process review with your team to find where pipeline actually breaks
- Revenue attribution accuracy and forecasting methodology
- Platform-fit evaluation against your specific sales motion and growth plan
- A prioritized implementation roadmap with effort, timeline, and expected impact