Free · Real-time scorecard
CRM Health Scorecard
Answer 8 quick questions and get a live grade out of 100 for your HubSpot, Salesforce, or Pipedrive setup — with a category breakdown.
Data hygiene
1. Is your CRM free of duplicate contacts & companies?
Data hygiene
2. Are records enriched with firmographics (size, industry, title)?
Pipeline
3. Do your deal stages have clear, documented exit criteria?
Pipeline
4. Are stale/rotting deals automatically flagged?
Automation
5. Is activity (calls, emails, meetings) logged automatically?
Automation
6. Are new leads auto-assigned & followed up without manual work?
Reporting
7. Can leadership see pipeline & forecast in a live dashboard?
Reporting
8. Does the sales team actually use the CRM daily?
0/ 100F
Answer all 8 questions for your full grade.
Data hygiene0%
Pipeline0%
Automation0%
Reporting0%