CRM & Sales Architecture Audit
Comprehensive Review of CRM Setup, Sales Workflows, Lead Routing & Automation Architecture
We provide CRM and sales architecture audits for companies that need clarity, scalability, and predictable lead handling
H-Studio helps B2B teams identify structural issues in their CRM, lead pipelines, and automation layers by delivering hands-on audits, system diagrams, and actionable optimization roadmaps — focused on real conversion and operational efficiency, not tool hype.
The problem: leads exist, systems don't scale
Many companies generate leads — but struggle to convert them efficiently:
The result: lost leads, slow response times, and wasted acquisition spend.
Our approach: system-level clarity, not tool tweaking
We audit your entire lead and sales system as one architecture, not isolated tools.
Our goal is to:
What we audit
Comprehensive analysis across multiple dimensions of your CRM and sales architecture.
CRM setup & data model
- •CRM structure and object model
- •Lead, contact, account, and deal relationships
- •Data consistency and field usage
- •Lifecycle stages and ownership logic
Lead capture & routing
- •Lead sources and ingestion points
- •Routing rules (region, product, ICP, score)
- •Assignment logic and fallback handling
- •SLA and response-time risks
Sales workflows & pipelines
- •Pipeline structure and stage definitions
- •Qualification logic and handoffs
- •Automation vs manual steps
- •Cross-team consistency
Automation & integrations
- •CRM automations and workflows
- •Integrations with websites, forms, ads, email, and tools
- •Webhooks, enrichment flows, and background jobs
- •Failure handling and observability
Analytics & visibility
- •Funnel and conversion tracking
- •Attribution gaps
- •Reporting accuracy
- •Blind spots in lead and sales data
Deliverables
You receive clear, structured outputs, not generic advice:
Optional: hands-on implementation support by our growth & engineering team.
Typical use cases
Tools & platforms we work with
HubSpot, Salesforce, Pipedrive, custom CRMs, Website & funnel systems, Email and outreach tools, Data enrichment providers, Analytics and attribution stacks.
Vendor-neutral. Architecture-first.
Who this service is for
Why H-Studio
CRM & Sales Architecture Audit — Start Today
Whether you need a quick health check or a deep system audit, we help you build a reliable, scalable lead and sales architecture.
FAQ
How long does a CRM and sales architecture audit take?
Audit timelines depend on system complexity and scope. Typical audits take 2-4 weeks, including analysis, system review, report writing, and walkthrough sessions.
Do you need access to our CRM?
We typically need read-only access to your CRM system and optionally staging environments for testing. We can work with NDAs and security requirements.
What format is the audit report?
You receive a structured report with executive summary, system diagrams, detailed technical findings, prioritized recommendations, and an optional implementation roadmap.
Can you audit custom CRM systems?
Yes — we audit CRM systems including HubSpot, Salesforce, Pipedrive, and custom-built solutions. We assess both CRM structure and integration architecture.
Do you provide implementation after the audit?
The audit is a standalone service, but we can provide implementation support separately if you decide to act on the recommendations.
Related Services
We provide CRM and sales architecture audit services for B2B companies. Our Berlin-based team specializes in comprehensive CRM reviews, sales workflow analysis, lead routing optimization, and automation architecture assessment to improve conversion rates and operational efficiency.