X-Ray Audit for Your Zoho CRM
A structured, independent review of your existing Zoho CRM. We find what's working, what's broken, and give you a clear action plan — with zero pressure to implement through us.
Your Zoho CRM is set up, but something's off
Maybe it was configured in a rush. Maybe the person who set it up has left. Maybe you've bolted things on over time and now nobody quite trusts the data. Your team uses workarounds instead of the system, reports don't add up, and you suspect you're only using a fraction of what Zoho CRM can do.
You don't need someone to sell you more software. You need an honest, independent review of what you've got — and a clear view of what to do next.
A thorough review of your Zoho CRM setup
Pipelines, Stages & Deal Flow
Are your sales stages clearly defined? Do they reflect how deals actually move through your business? Are there bottlenecks, dead stages, or missing steps?
Fields, Layouts & Data Quality
Unused fields, duplicated data, inconsistent entries, missing required information. We assess whether your data structure supports good decisions or undermines them.
Automations & Integrations
Workflow rules that conflict, automations that fire incorrectly, integrations that have quietly broken. We trace every automation and flag what's helping and what's causing problems.
User Adoption & Usability
The best CRM setup means nothing if your team avoids it. We look at how people are actually using the system — and where friction is pushing them towards spreadsheets.
Reports & Dashboards
Are your reports accurate? Are the dashboards showing metrics that matter? We check whether your reporting gives you genuine visibility or a false sense of confidence.
What you leave with
A clear, plain-English summary document covering every area above. What's working well, what's broken, what's risky, and what to fix first — prioritised by impact.
No jargon. No pressure. No lock-in.
What happens after the X-Ray?
The audit report is yours. What you do with it is entirely your choice.
We're not in the business of creating dependency. If your team can handle the fixes, brilliant. If you want our help implementing the recommendations, we're here. Either way, you'll know exactly where you stand.
The X-Ray is right for you if...
- Your Zoho CRM was set up quickly and never properly reviewed
- The person who configured it has left the business
- Your team doesn't trust the data or avoids using the CRM
- You've added features and integrations over time without a plan
- You're considering a bigger investment in Zoho and want to know what you're working with first
- You want an independent opinion — not a sales pitch
X-Ray audit FAQ
How long does the X-Ray take?
Typically 5 to 10 working days from start to report delivery, depending on the size and complexity of your Zoho CRM setup.
What access do you need?
We'll need administrator-level access to your Zoho CRM instance. We use our own extraction tools to pull configuration data — we won't modify anything in your live system.
Do we have to use Element to fix the issues?
Absolutely not. The report is designed to be useful whether you fix things yourself, use another consultant, or ask us to help. There's no lock-in and no obligation.
What does it cost?
We quote each X-Ray individually based on the scope of your CRM. Book a call and we'll give you a clear price upfront.
Find out what's really going on in your CRM
Book a free 15-minute call to discuss whether an X-Ray is right for your business.
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