A cleaner, learner CRM starts today.

Improve your revenue operations with the only HubSpot and Salesforce CRM audit that ties a verified dollar amount to problems in your CRM and a technical blueprint to fix them quickly.

We audit. We deliver. We leave. No upsell.
Delivered in five business days.
3-month follow-up scan included

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The real problem

Your CRM is leaving money on the table that is impacting your bottom line.

MetrixDiagnosis answers the hard questions other audits can't answer.

Where deals are actually dying
Which reps are performing and which aren’t
Whether your data is ready for AI
What it’s all costing you in real dollars

Discover exactly what is happening inside your revenue operation, and what to do about it.

What we examine

Four key areas

Pipeline Acceleration

Stage design, lead speed, deal risk, and every gap slowing your pipeline down.

Data & Forecast Integrity

Missing amounts, stale dates, duplicate records, and every number distorting your forecast.

Deal & Customer Protection

Orphaned deals, renewal gaps, churn signals, and every at-risk relationship going undetected.

Selling Time Recovery

Manual tasks, low adoption, AI tools going unused, and every hour your reps spend not selling.

Your Results

A complete picture of your revenue operations.

MetrixScan

A forensic audit of your HubSpot or Salesforce CRM that ties data gaps and process failures to a verified dollar amount.

MetrixAI

A scored breakdown of how your CRM performs across five AI areas.

Rep Scorecard

An objective breakdown of each rep's performance, separating pipeline volume from actual closing ability, so you know exactly who's driving revenue and who isn't.

Deal Loss Analysis

Where in the pipeline deals are being lost and exactly how much revenue is leaving at each stage.

Results Meeting

A dedicated session with your leadership team to walk through every finding, explain what it means for your business, and align on the highest-impact next steps.

Technical Blueprint

A prioritized, step-by-step remediation plan that tells your team exactly what to fix, in what order, and how, so findings turn into real revenue improvements.

Also included

3-Month Follow-Up Scan

We come back and run the same audit. You see exactly what moved, and what didn’t.

Choose your engagement

Every answer. Every dollar. Pick the depth that fits your operation.

Professional

$7,500

Everything in MetrixScan, plus a deeper analysis of where deals are dying in HubSpot and Salesforce, and true rep performance with a prioritized fix list.

Everything in MetrixScan + MetrixAI
Rep Scorecard
Deal Loss Analysis
Results Meeting
Technical Blueprint

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Enterprise

$10,000+

Everything in Professional, plus governance and infrastructure examination, holding your revenue operations together.