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CRM AUDIT

Find out where your Pipedrive setup is slowing sales down.

A focused Pipedrive audit that reviews pipeline structure, data quality, reporting, automation and team usage before recommending what to fix first.

For teams using Pipedrive but unsure whether the problem is setup, adoption, data or process.

Book a Pipedrive audit call
Pipedrive Dashboards

WHAT THE AUDIT COVERS

A practical look at whether Pipedrive still reflects how your sales team works.

We review pipeline structure, custom fields, activities, reporting, automations and adoption to show where Pipedrive is helping and where it is being worked around.

01

What we check

Pipeline stages, deal fields, contact and organisation data, activities, reporting setup, automation logic and the daily sales workflow.

02

What you receive

A prioritised Pipedrive findings summary with specific fixes for structure, data, reporting, automation and team usage.

03

Why it matters

Pipedrive is often close to useful, but unclear structure and poor adoption can hide the real sales picture.

IS THIS THE RIGHT NEXT STEP?

Useful when Pipedrive is in place, but the team still lacks clarity.

Who it is for

Sales teams using Pipedrive where pipeline, activity, reporting or adoption has become difficult to trust.

When to act

Before adding more automation, rebuilding pipelines, migrating data or asking the team to use Pipedrive more consistently.

What happens next

We review the current Pipedrive setup, talk through what is not working, then shape a focused audit around the biggest risks.

You will leave with a clearer view of whether Pipedrive needs small fixes, deeper restructure or better working habits.

Flobert with a Magnifying Glass - Flowbird Software Audits (1)

QUESTIONS

Common questions before booking a Pipedrive audit.

The aim is to find what is making Pipedrive harder to trust or use before you commit to a rebuild.

Will you review our Pipedrive pipeline stages?

Yes. We look at whether your stages reflect real sales evidence, ownership and next steps.

Will you review Pipedrive reporting?

Yes. We check whether reporting is being limited by fields, stage logic, activity habits, data quality or dashboard setup.

Will this help if the team is not using Pipedrive properly?

Yes. Adoption is part of the review because poor usage is often a symptom of unclear process, layout or expectations.

Do we need to change CRM?

Not necessarily. The audit is designed to show whether Pipedrive can be improved before considering heavier change.

BOOK THE FIRST CALL

Talk through whether a Pipedrive audit is the right next step.

Tell us what feels unclear in Pipedrive. We will use the first conversation to understand the problem and confirm whether a focused audit makes sense.

Start with a short Pipedrive audit form