You know something is wrong with your CRM but you can't pinpoint exactly what. We go in, look at everything - data quality, workflow logic, pipeline structure, integrations, and team usage - and come back with a clear picture of what needs to change.
The worst thing you can do with a broken CRM is start randomly fixing things without understanding why they're broken. You patch one issue and create two more. A cleanup becomes a rebuild. A rebuild becomes a migration.
An audit comes first. We look at everything systematically - the data, the workflows, the pipeline, the integrations, the usage patterns - and give you a clear report of what's wrong, why it's wrong, and what fixing it would require.
Some businesses use the audit to scope a larger engagement with us. Others use it to have their internal team fix things. Either way you come out with clarity you didn't have before.
Something is clearly wrong but every time you look at it you find a new problem. You need someone to come in and tell you the full picture.
Your team doesn't trust the data. Your reports are unreliable. You're not sure what's worth keeping and what needs to be torn out.
About to do a cleanup, migration, or rebuild? An audit first tells you exactly what you have and what you're working with.
We work inside whatever platform you use.
We get read access to your CRM and do a 30-minute context call to understand your business and what you're concerned about.
We go through every aspect of your CRM systematically - data, pipelines, workflows, integrations, and usage.
We compile findings into a written report with severity ratings and specific recommended actions.
60-minute call to walk through the report, answer your questions, and discuss next steps.
"The CRM audit Pear ran showed us exactly where leads were falling through. We fixed three things in one week and our pipeline became trustworthy for the first time."
Book a free call. We'll talk through your situation and scope an audit that covers exactly what you need.
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