IdeaCRMSmall business

CRM health check

Twenty questions, one honest score, and a list of the things quietly costing you money. No sales call at the end of it.

By Teresa · 30 June 2026

We keep answering the same twenty questions on calls, so we're turning them into something anyone can run in ten minutes without talking to us.

The score isn't the point. The list at the end is. Things like duplicate contacts, dead pipeline stages, fields nobody fills in, and automations that stopped in the spring.

Would you run this on your CRM?

If this is a bit close to home, you might recognise some of the things we've built or the tools we tend to reach for.

Also on the bench

Question

When did everyone stop believing the CRM?

The biggest CRM problem might not be bad data. It might be that nobody quite believes the data that's already there. We're trying to work out how common that is.

Note

Nobody actually wants an AI receptionist

They want the phone answered when everyone's up a ladder. That's a different thing, and it's a much smaller thing to build.

Observation

Lead Source New FINAL 2

We don't know who created it. 14,806 contacts have a value in it. Nobody is prepared to delete it.