Book Audit
CRM Cleanup
Turn a Messy CRM Into a System Your Team Can Use
IAE helps service businesses clean up contact records, lead stages, follow-up tasks, and reporting so the CRM becomes useful instead of another admin burden.
What we check in an audit
We look for the practical leaks first.
Lead source fields
Review where this step creates delay, confusion, rework, or lost revenue.
Pipeline stages
Review where this step creates delay, confusion, rework, or lost revenue.
Duplicate records
Review where this step creates delay, confusion, rework, or lost revenue.
Stale opportunities
Review where this step creates delay, confusion, rework, or lost revenue.
Task ownership
Review where this step creates delay, confusion, rework, or lost revenue.
Reporting views
Review where this step creates delay, confusion, rework, or lost revenue.
Common leaks we find
Small operational gaps can quietly cost real money.
Leads without owners
IAE turns this into a clear fix, owner, and next step so the business can recover control.
Quotes stuck in unclear stages
IAE turns this into a clear fix, owner, and next step so the business can recover control.
Duplicate contacts causing missed context
IAE turns this into a clear fix, owner, and next step so the business can recover control.
No dashboard for follow-up risk
IAE turns this into a clear fix, owner, and next step so the business can recover control.
Sample scorecard preview
See the operating risk before adding more tools.
Each audit turns scattered issues into a practical scorecard, priority map, and first implementation path.
What happens after you submit
A simple first step, not a complicated project.
IAE reviews your context, confirms fit, and recommends the smallest practical next move before implementation.
FAQ
Short answers before you book.
Do you migrate CRMs?
IAE can help plan cleanup and workflow improvements before deciding whether migration is needed.
Can this work with HubSpot Free?
Yes. The focus is on practical fields, stages, tasks, and visibility that are compatible with free-tier HubSpot where possible.
What happens after I submit?
IAE reviews the CRM pain, identifies the most damaging data/process leaks, and recommends a cleanup path.
Related insights
Read more on this leak.
Your next practical step
Make the existing system usable
What we scope
Agree stages, record limits, responsible staff, due actions and a practical reporting view. Check current-plan features first.
What we agree first
Confirm deliverables, preparation, fee, recurring costs, delivery date, staff training and acceptance. Additional work requires a separate scope.
Practical boundaries
Migration, extensive reconciliation and paid software are separate decisions.
Start with a short inquiry. We confirm fit, then agree scope, fee and delivery date before paid work.