Know what’s wrong before someone else finds it.
Your CRM changes every day. The Audit shows what has accumulated in it, in one detailed report delivered as a PDF, with every finding and the numbers behind it.
Drift
Your CRM doesn’t stay clean on its own.
Most CRM problems don’t arrive as obvious failures. They accumulate.
Required fields go missing. Values become inconsistent. Lifecycle logic drifts. Records lose ownership. Automations create unexpected results. Old configuration remains long after the process that created it has changed.
By the time someone notices, the problem may already be affecting reporting, routing or pipeline decisions.
Pre-flight checklist
What the audit checks
The areas of your CRM that your reporting, routing and forecasting depend on. Findings are classified and prioritized, so you can tell what is worth knowing from what is worth acting on.
- Data completeness and consistency
- Property and field hygiene
- Lifecycle and stage integrity
- Ownership and routing
- Duplicate and record-quality issues
- Workflow and automation health
- Revenue and pipeline data
- Configuration and structural issues
Findings, not surprises.
Every finding tells you what was detected, why it matters and where it occurred. Mixbound surfaces the issue. You decide what happens next. An audit should give you confidence in what you are seeing, not introduce another system making uncontrolled changes to your CRM.
Repeatable
Repeatable by design.
Same conditions. Same findings. Every time.
A check either matches its condition or it does not. Nothing about a finding depends on how a run happens to interpret the record in front of it.
The audit is read-only. It writes no field, no property and no record.
Mechanics
How it runs
- One detailed report
- The Audit is one full, read-only run of your portal, duplicate detection included, delivered as a detailed PDF: every finding, the numbers behind it, and the areas that need attention.
- Audit+
- Audit+ is a tier of the Audit: automated weekly Audit runs, access to the Mixbound client portal, full Audit History with every completed report, run comparisons, and ad hoc Audits when needed. Every run is stored, so a number is compared against the same number a week earlier rather than recalculated.
- How duplicates are counted
- Two passes: an exact pass on normalised values, and a near-match pass that compares names and requires the email domains to corroborate the match. The near-match pass is approximate by design and repeatable in practice. When the comparison budget is reached, it says the scan was truncated rather than quietly reporting a smaller number.
- What it will not claim
- Where a figure cannot be measured this period, the audit says why instead of showing a zero. A duplicate count older than the rest of the report is labelled as such. A metric whose calculation changed is shown as a fresh baseline rather than compared against a number produced a different way.
Connecting flights
Part of Mixbound
Four services, one system. Each is configured separately, and none of them triggers another.
Know what your CRM is carrying.
Request an Automated CRM Audit and establish a baseline for your CRM health.