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CRM

CRM / audit

Audit amoCRM

We check the current account amoCRM and show where you are really losing money: the funnel does not reflect the process, managers do not record the next step, the robots are set up formally, the fields litter the card, and the manager does not see the picture by stages and people. An audit is needed when CRM already exists, but it cannot be trusted as a sales management system.

Funnels and fields Rights and roles Robots and tasks Managers and discipline

Request an audit View manager analytics

When needed amoCRM has already been purchased and formally works, but does not provide transparency and does not help manage sales.

What's the output A priority list of problems, the logic of corrections and an understanding of where adjustments are and where implementation is already needed.

What does it give You see why CRM does not work as a system and what changes will give the fastest effect.

Typical problems

What is most often broken in amoCRM

The stages of the funnel do not match the actual sales cycle, so CRM does not show the truth about the deals.
The cards are overloaded with fields, but key client data is still not filled in.
There are robots, triggers and tasks, but they do not affect the team’s discipline and do not reduce losses.

What we record

Audit result

Which account blocks are not working correctly and are interfering with sales.
What can be fixed with a quick setup, and what requires a full-fledged project.
Which integrations, documents and reports need to be rebuilt first.

Who can benefit from it?

When is an audit especially needed?

Before updating your existing account and purchasing new licenses.
After an unsuccessful implementation or a contractor who “configured CRM” but did not bring it into real operation.
When the manager feels that money is going away, but CRM does not show where exactly.

What is included in the amoCRM audit

Let's disassemble the system layer by layer

Sales structure

We look at funnels, stages, sources, segments and how they correspond to real sales.

Cards and fields

We check which data is actually used and which fields interfere, duplicate each other or remain empty.

Rights and roles

We look at the access of managers, executives, marketing, service employees and integration services.

Robots and tasks

We check which scenarios really help, and which are created just “for show” and do not affect the behavior of the team.

Integrations

We analyze the website, telephony, instant messengers, documents, 1C and other external services that affect sales.

Management layer

We look at what the manager sees: reports, bottlenecks, losses, quality of work of managers and team workload.

Setting amoCRM

If after the audit it is clear that the account can be put in order without a complete restart.

Next step

Revision amoCRM

If you need new scripts, integrations, documents and logic that are not currently in your account.

Finalization

Maintenance amoCRM

If CRM needs to be not only repaired, but also kept in working order after the changes are launched.

Escort

AI Analytics

If you need a manager’s layer, so that after the audit you don’t have to guess, but see CRM by numbers and signals.

Analytics

FAQ

Frequently asked questions about auditing amoCRM

How is auditing different from setting amoCRM?

The audit answers the question “what exactly is broken and where the money is being lost now.” The setting already corrects the problems found in the account.

Is an audit necessary if CRM was recently implemented?

Yes, if the team does not work according to the system, the reports are not credible or the owner does not see where the deals are actually stuck.

Is it possible to do an audit without access to all integrations?

Basic analysis of the account and funnels - yes. But for a complete picture, you need to understand how CRM is connected to the website, instant messengers, telephony and documents.