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 structured 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 improving conversion processes 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: increased risk of lost leads, slow response times, and inefficient 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
FAQ
Audit timelines depend on system complexity and scope. Typical audits take 2-4 weeks, including analysis, system review, report writing, and walkthrough sessions.
We typically need read-only access to your CRM system and optionally staging environments for testing. We can work with NDAs and security requirements.
You receive a structured report with executive summary, system diagrams, detailed technical findings, prioritized recommendations, and an optional implementation roadmap.
Yes — we audit CRM systems including HubSpot, Salesforce, Pipedrive, and custom-built solutions. We assess both CRM structure and integration architecture.
The audit is a standalone service, but we can provide implementation support separately if you decide to act on the recommendations.
CRM and sales architecture audit for companies operating production CRM systems. We support organizations with CRM reviews, sales workflow analysis, and CRM architecture based on the specific technical and regulatory context of each project. All services are delivered individually and depend on system requirements and constraints.
Audit findings and recommendations are based on the current system state and available data. Business outcomes depend on implementation, market conditions, and internal processes.