You suspect the CRM is a mess.
Now you can prove it.

Eight domains: data quality and duplicates, pipeline and stage hygiene, automation inventory, adoption and usage, security and access, integration health, reporting trustworthiness, and license or configuration waste. The rubric is identical on every Zoho audit, HubSpot portal audit and SugarCRM review, so a score of amber means the same thing everywhere. You see the full checkpoint list before you sign.

Ten working days from access granted to final readout, at a fixed price quoted on the scoping call, typically in the low five figures depending on org size and record volume. There is no discovery phase, no hourly billing and no change orders. If your instance is unusually large, we say so before signing, not after.

A read-only administrator role on your CRM, plus read access to audit logs and connected-app settings. We sign an NDA before any access is granted, extract only the metadata and aggregates the scorecard needs, and change nothing in your instance. Access is revoked at readout, we’ll remind you to do it.

Four artifacts: a scored 20-point scorecard with an evidence appendix behind every score, a prioritized fix list split into quick wins and projects, a 30-day remediation roadmap, and a 90-minute leadership readout plus a technical handover session with your admin. Everything is written so any competent team can execute it.

No, and most clients don’t need to for the quick wins. Roughly 61% of findings are fixable by your own admin inside 30 days using the scripts and steps we hand over. If you want Encloud to execute the larger projects, that’s a separate fixed-price quote you’re free to ignore or take to another vendor.

Annually for a stable instance; after nine to twelve months if the first audit scored heavily red, or sooner after a big event, a migration, an acquisition, a new revenue team, or admin turnover. Re-audits run the same rubric against your previous scorecard, so you get a trend line, not just a snapshot.

The recurring hits: duplicate contact rates between 15 and 30 percent, a third of workflows dead or conflicting, ex-employees with live admin access, integrations silently failing for months, and enough unused licenses to fund the remediation. Almost every instance fails at least one security checkpoint, including the ones whose owners were confident.

It’s the most common scenario we see, and the audit stays strictly neutral: scores are tied to evidence, not opinions about whoever built it. Plenty of audits conclude the original build was sound and the problems are data hygiene or adoption. If the findings do point to the build, you’ll have documentation, not accusations, to act on.