Free CRM Audit

Find out what is missing from your CRM data.

Upload your CRM contact export. We check your whole book for three things: who you’re losing touch with, records that don’t add up, and risk hiding in plain sight. The report lands in your inbox in under 5 minutes. No account needed. No software to install.

Three things we check

People you're losing touch with

·Clients you haven't talked to in over a year
·Active clients who've gone quiet for 18 months or more
·Prospects sitting forgotten for 2+ years
·Emails that bounce and phones that don't ring

Records that don't add up

·The same person listed two or three times
·Tags spelled different ways for the same group
·Missing birthdays and empty key fields
·Custom fields that got started and then abandoned

Risk hiding in your book

·Clients in states your firm might not be registered in
·One advisor carrying too much of the book
·Spouses, trustees, and beneficiaries not linked to the right family
·Households missing a primary contact or an assigned advisor

Your data

Your file is held only for the duration of analysis, typically 60 to 120 seconds, then deleted. No copies. No backups. The report we email you contains record counts and IDs only. No names, no contact information.

Get your free audit

Report delivered to your inbox in 2-5 minutes.

Prefer to talk first? Book 15 minutes

How to export from your CRM

Each CRM has its own path to a contact export. Click through to the vendor’s help center, search “export contacts,” and follow their steps.

Wealthbox →Redtail →Salesforce FSC →Practifi →Envestnet Tamarac →Advyzon →HubSpot →AdvisorEngine →