You suspect the CRM is a mess. Now you can prove it.
A fixed-price, fixed-length 20-point audit of your Zoho, HubSpot or SugarCRM instance, data quality, automation, adoption, security, integrations and reporting, every checkpoint scored with evidence. Ten working days from access to readout, ending in a fix list your team can execute with or without us.
Everyone feels the CRM is off. Nobody can size it.
Four situations bring leaders to a CRM health check. All four share one root problem: opinions everywhere, evidence nowhere.
01PROOF
You can’t get budget for a problem you can’t measure
Reps grumble, reports get second-guessed, deals slip through, but "the CRM feels broken" doesn’t survive a budget meeting. Without a duplicate rate, a dead-workflow count and a dollar figure on wasted licenses, the fix never gets funded.
02BLAME
The vendor blames usage. The team blames the tool.
Your platform rep’s answer is more licenses and a higher tier. Sales says the system is unusable; ops says sales won’t update it. You need a neutral party with no license to sell reading the actual instance.
03RISK
You don’t know who can see, or export, your pipeline
Admin rights handed out to solve one ticket and never revoked. Ex-employees with live logins, API keys in old Zaps, export permissions nobody remembers granting. Most instances we audit fail at least three access checkpoints.
04NUMBERS
Three dashboards, three different revenue figures
The board deck, the sales dashboard and finance’s spreadsheet disagree, so every meeting starts with an argument about whose number is right. Reporting nobody trusts is a data-quality and definitions problem, and it is measurable.
Our fix: evidence, not opinions.
An audit is only worth paying for if it’s neutral, finite and checkable. We sell no licenses, we cap the engagement at ten working days, and every score in the report links to a query, an export or a screenshot you can verify yourself.
Twenty checkpoints, ten working days, one price agreed before we see a single record. No discovery phases that discover more billable work, the deliverables are named in the SOW on day zero.
20 checkpointsFixed-price SOW10-day calendar
02
Read-only access, evidence-first scoring
We work on a read-only admin role and pull evidence through the API and audit logs, nothing changed, nothing exported beyond scope. Every red, amber or green score carries the query or screenshot that earned it.
Read-only roleAPI extractionEvidence appendixNDA first
03
Quick wins split from real projects
A 40-item fix list is useless if everything looks equally urgent. We rank findings by effort against revenue impact and split them hard: what your admin fixes this month, and what needs a scoped project.
Impact rankingQuick-wins listProject backlog
04
A report anyone can execute, including not us
The remediation roadmap is written for whoever does the work: your admin, another vendor, or Encloud. If you never spend another dollar with us, the audit still pays for itself. That’s the point.
Five stages on a fixed calendar, each with named deliverables. Hover a stage to see what you get.
01
/ 05
Scope
01Scope, NDA and access
One call to confirm your platform, org size and the questions keeping you up at night. NDA signed, fixed price agreed, and a read-only admin role provisioned from our access checklist, usually inside two days.
Fixed-price SOWAccess checklistSigned NDA
02Pull the evidence
Scripts run against the API, audit logs and admin exports: duplicate scans, field fill rates, the full automation census, login history, permission trees and integration error logs. Your team spends near-zero hours on this.
A senior CRM engineer, not a junior with a checklist, reads the evidence and scores every checkpoint red, amber or green, with the query or screenshot behind each score attached in the appendix.
Scored scorecardEvidence appendix
04Split quick wins from projects
Findings ranked by effort against revenue impact, then split into what your own admin can clear in days and what deserves a scoped project, with a realistic 30-day sequence for the first wave.
Quick-wins listProject backlog30-day roadmap
05Present, then hand over
A 90-minute readout for leadership in plain business language, then a working session with your admin to transfer every query and script. If you want us to execute the fixes, that’s a separate, optional quote.
“Encloud has been doing an outstanding job on the Zoho project. Their work displays a high level of expertise and attention to detail. They consistently meet deadlines and deliver top-quality results.”
B.
Autargy Solar
Vendor search cut by 75%, and PrimeDumpster's sales rose 40%
“Encloud has been exceptional for us as a contractor over a full period of 2 years. They embedded themselves in our squads with absolutely no issue. Attentive, professional and they certainly know their stuff. We would not hesitate to re-hire.”
S.
Packt
Zoho solutions shaped around how Ennoble Care actually works
“Encloud was a pleasure to work with and worked with me to create solutions that addressed our needs in Zoho. They were creative problem-solvers and were able to advise us on the best way to attack each problem.”
K. Lane
Ennoble Care
A custom SuiteCRM module that runs Label LLC's insurance policies the way the team works
InsuranceSuiteCRM Development
1 modulebuilt for insurance policies, fitted to the workflow
“5 stars all the way, this is the team to use for SuiteCRM. Experienced, did the work in the time I thought was reasonable, and were able to advise us on the correct way to do a few things. They built a custom module to handle insurance policies and set the system up to flow with our workflow.”
S. Meitz
Label LLC
ImageThink's SugarCRM got the custom features and reports its standard setup could not give
Creative ServicesSugarCRM Development
Customfeatures, cross-module fields and repaired reports
“Encloud's work with our SugarCRM instance was nothing short of spectacular. They helped us build custom features, relate fields across modules and fix reporting issues, and were always willing to jump on a call. I couldn't recommend their work more.”
M. M.
ImageThink
A senior engineer reads your instance, not a junior with a checklist.
The person scoring your scorecard has built and rescued CRMs for nine years. That’s why the findings come with fixes attached, not just red flags.
7
Case studies written
with the client named
12
Public client reviews
quoted word for word
10 yrs
The founder building
CRM systems
What we audit with
Native audit logs and APIs on your platform, plus our own extraction and scoring toolkit, all on read-only access.
CRMs we audit
Automation layers we inventory
Integrations we health-check
Evidence & scoring toolkit
Deep platform knowledge on all three, we’ve built on them for years, so we know where the bodies are buried.
Zoho CRM
HubSpot
SSugarCRM
Book the audit, or just ask whether you need one.
30 minutes with a senior CRM engineer. Describe the symptoms, flaky reports, mystery workflows, reps working around the system, and get an honest read on whether a full 20-point audit is worth it, or whether one targeted check would answer your question cheaper.
✓Fixed price quoted on the call, no discovery-phase creep
✓NDA signed before you grant any access
✓Read-only role only, we change nothing during the audit
✓Zero license resale, our only product is the truth
12 reviewspublic client reviews on Upwork and direct
“5 stars all the way, this is the team to use for SuiteCRM. Experienced, did the work in the time I thought was reasonable, and were able to advise us on the correct way to do a few things. They built a custom module to handle insurance policies and set the system up to flow with our workflow.”
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.
How long does a CRM audit take, and what does it cost?+
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.
What access do you need, and is our data safe?+
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.
What do we actually receive at the end?+
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.
Do we have to hire you to fix what you find?+
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.
How often should we re-audit our CRM?+
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.
What do audits typically find?+
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.
Our CRM was set up by another agency. Is that a problem?+
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.
Zoho CRM
HubSpot
