CRM architecture audit

"Works" and "works correctly" are different things. 80% of companies use 20% of their CRM's capabilities. An audit shows the real gap between the system's potential and how it is used today.

There is no public price list: the scope depends on the size of the system and the number of users. A baseline audit for a team of up to 20 people is 1–2 weeks of an analyst's work. We give an estimate after a free intro consultation and discovery.

A baseline audit is 1–2 weeks: the first week is system analysis and interviews with key users, the second is the report and roadmap. For systems with 50+ users or multiple pipelines, we confirm the timeline during discovery.

Not just a PDF. The deliverables: a structured report with concrete recommendations, a prioritized roadmap, and a live call where we walk through every point. No abstract "improve your processes".

No. The audit is a standalone service. The results stay with you, and you can act on the recommendations yourself or with another team.

No. If you have no CRM yet, a separate audit is unnecessary — discovery is part of the implementation project (from 3 weeks, typically 4–6). A standalone audit makes sense when there is a live system with history: before a migration, or when the CRM has stalled.

Yes, and it is the optimal sequence: audit → migration plan → migration. Without an audit, you risk carrying technical debt from the old system into the new one.

A free intro consultation: you show us the system, we give a preliminary diagnosis and an audit plan. Then discovery and a fixed scope. Faster by phone: +380 73 817 19 83.

A senior CRM analyst — no handoffs to juniors or between departments. WDP runs no more than 4 parallel projects, with 100+ CRM projects delivered on NetHunt, Uspacy, Pipedrive and KeyCRM.

Yes. An audit changes nothing in your configuration — we analyze, we do not edit. Access goes through a separate account that you deactivate afterwards. On request, we sign an NDA before first access.

NetHunt, Uspacy, Pipedrive (certified partner) and KeyCRM. We audit Bitrix24 as the first step of a migration away from it — the most common scenario.

Yes, we work with teams from 3 users. For a small system the audit usually lands at the lower end — about one week — and often settles the "migrate or reconfigure" question before you pay for a migration.