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    RevOps Audit

    CRM Health Scorecard(Free Download)

    30-criteria CRM audit evaluating data quality, user adoption, automation utilization, and reporting accuracy.

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    Template preview

    A quick look at what you’ll deploy when you click “Use This Template”.

    Audit checklist

    Preview
    Data quality
    Pipeline hygiene
    SLA compliance
    Attribution health
    Forecast accuracy

    What’s included

    30-criteria CRM audit evaluating data quality, user adoption, automation utilization, and reporting accuracy.

    Template specs

    DifficultyAdvanced
    Setup time1–2 hours
    IndustryUniversal
    PlanFree

    Version

    Last updated: 2026-02-21

    Evaluate your CRM's effectiveness across 30 criteria: data completeness (missing fields, duplicate records), user adoption (login frequency, data entry compliance), automation utilization (workflow coverage, trigger accuracy), and reporting accuracy (forecast vs. actual, funnel conversion tracking). Produces actionable cleanup recommendations.

    The Problem This Solves

    CRM systems degrade over time — duplicate records pile up, fields go unfilled, automations break, and reports become unreliable. Teams lose trust in the data and stop using the system.

    Who It's For

    CRM administrators, sales operations managers, and RevOps teams responsible for CRM data quality.

    Use Cases

    • Run a quarterly CRM health check to catch data quality issues early
    • Justify CRM cleanup projects with quantified data quality metrics
    • Benchmark CRM adoption rates across teams and departments

    How to Use This Template

    1. 1Download the scorecard and connect to your CRM data
    2. 2Run each of the 30 checks (template includes formulas for common CRMs)
    3. 3Score each criterion as Red (critical), Yellow (needs attention), or Green (healthy)
    4. 4Calculate your overall CRM Health Score (0-100)
    5. 5Prioritize cleanup tasks by impact on sales velocity

    Frequently Asked Questions

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    About HelloGrowthCRM

    HelloGrowthCRM is an AI-powered CRM platform built for small business sales teams. It combines contact management, deal pipeline tracking, AI lead scoring, a built-in dialer, WhatsApp and SMS messaging, email automation, and sales forecasting — all in a single workspace. Teams can start free or upgrade to a fully managed RevOps service where specialists run follow-up, pipeline hygiene, and weekly reporting on their behalf.

    Unlike traditional CRM software that charges extra for AI, calling, and automation, HelloGrowthCRM bundles those capabilities into every paid plan. The platform is used by B2B sales teams, consulting firms, SaaS startups, real estate agencies, and service businesses across the United States and India.

    How It Helps Sales Teams

    Most small sales teams lose revenue because leads go cold, follow-ups are inconsistent, and pipeline data is unreliable. HelloGrowthCRM addresses these problems by automatically scoring inbound leads with AI, routing them to the right rep, triggering follow-up sequences, and surfacing deal risk before opportunities are lost. Managers get real-time dashboards and weekly forecasts without rebuilding reports in spreadsheets.

    The optional Managed RevOps service goes further — a dedicated team of revenue operations specialists operates inside your HelloGrowthCRM account, handling everything from lead triage to pipeline cleanup and rep coaching. Teams on the Growth Engine plan typically see a measurable improvement in speed-to-lead and contact rate within the first 30 days.

    Helpful Resources

    Explore the full feature list to see every capability, or compare HelloGrowthCRM against HubSpot, Salesforce, and Pipedrive. The CRM and RevOps blog publishes weekly guides on lead management, sales automation, and pipeline strategy. Free interactive tools — including the CRM ROI calculator, lead scoring calculator, and pipeline health score — help teams benchmark performance before choosing a CRM.

    Pricing starts free with no credit card required. View pricing plans, start a 14-day trial, or book a live demo to see the platform in action. Questions? Contact the team or visit the developer docs.