LEADTRELLIS™ CRM AUDIT
Every CRM Decision
Starts With the Right Diagnosis
The LeadTrellis™ CRM Audit evaluates your current (or missing) system to determine whether to build, optimize, or migrate your CRM into a predictable revenue system.
The LeadTrellis™ CRM Audit
The LeadTrellis™ CRM Audit gives you a clear, data-driven understanding of your current system and where it falls short. We evaluate your workflows, automation, and pipeline to identify the most effective next step—whether that’s building a new foundation, optimizing your existing CRM, or migrating to a better solution.
Optimize
Improve workflows, automation, reporting, and team adoption in your current CRM.
Migrate
Move to a better-fit CRM when your current system cannot support growth.
THE PROBLEM
Most CRM Systems Fail Before They Start
- CRMs become databases instead of revenue systems
- Automations exist, but don’t drive outcomes
- Sales processes live outside the platform
- Leadership doesn’t trust the data
Activity without control.
Data without insight.
Growth without predictability.
Most companies use less than 75% of their CRM’s capabilities.
THE CHALLENGE
It’s Not the CRM.
It’s the System Behind It.
WHERE YOU ARE TODAY
No CRM System Being Used
- Leads are tracked in spreadsheets or disconnected tools
- No structured pipeline
- Inconsistent follow-up
You don’t have a CRM system–but you are ready for one.
CRM System Exists, But Underperforms
- Data exists, but isn’t trusted
- Automations are underused
- Workflows don’t support growth
The system exists—but it isn’t optimized for revenue.
CRM System Exists, Wrong Plaform
- The platform feels limiting
- Workarounds are common
- Scaling is difficult
The platform exists—but it may not be the right fit.
In all three cases, the starting point is the same:
A LeadTrellis™ CRM Audit
THE PROCESS
We Diagnose Your Entire Revenue System
Revenue Process
Lead flow, pipeline stages, qualification, handoffs, and follow-up logic.
CRM Structure
Pipeline design, lifecycle stages, fields, records, and system architecture.
AI & Automation
Workflows, routing, task automation, rep support, and AI usage.
Reporting & Fit
Visibility, forecasting, decision-making, platform fit, and growth readiness.
INSIDE YOUR AUDIT
Clarity replaces guesswork.
FREE: START HERE
LEADTRELLIS CRM AUDIT LITE
Scores all four CRM dimensions from your self-reported answers: Revenue Process · CRM Structure · AI & Automation · Reporting & Fit
Identify System Gaps
Workflow, automation, reporting, and platform findings
Get a Recommended Path
Build / Optimize / Migrate
What's Included
- Guided 20-question self-assessment
- CRM health score
- Revenue system map
- CRM structure evaluation
- Workflow and automation analysis
- AI readiness
- Platform fit assessment
- Industry benchmarking
- Recommended next steps
- Branded PDF report emailed to you
- Available in minutes, NO COST
CHOOSE YOUR LEVEL OF DIAGNOSTIC DEPTH
LeadTrellis CRM Audit Options
FREE! CRM Audit Lite
Directional Insight
- FREE
- Guided self-service audit
- AI-generated insights
- CRM maturity scoring
- High-level recommendation
- Report available in minutes
Best for early-stage evaluation and initial clarity.
CRM Audit Pro
Validated Diagnosis
- Everything in Lite
- AI-assisted analysis
- BrandTrellis expert review
- Workflow and platform evaluation
- Implementation roadmap
Best for companies preparing to invest in their CRM system.
CRM Audit Advisory
Strategic Decision Support
- Everything in Pro
- 2-hour discovery session
- Deep business and sales process analysis
- Live walkthrough of findings
Best for high-impact CRM and revenue system decisions.
WHY BRANDTRELLIS
We Don’t Assume the Solution.
We Diagnose It.
Most CRM decisions fail because they’re made before the system is understood.
If we don’t identify meaningful opportunities for improvement, we’ll tell you directly.