$612k
Stuck in 46 stale deals
Open deals with no call, email or task in 60+ days. 19 of them belong to customers who bought in the last year.
Source: CRM Deals, Activities
Free full audit · Zoho CRM + Books
Northfield Fabrication: CRM audit and ranked fix list
58/100
CRM health score
$214k
Estimated revenue recoverable in 12 months
18,940
Records reviewed across CRM and Books
7
Fixes, ranked by revenue
Where the score comes from
Each area is scored from 0 to 100 against what we see in well-run Zoho setups of a similar size. The two lowest areas are where most of the revenue is leaking.
Data quality52
Pipeline hygiene41
CRM and Books match34
Automation and workflows66
Reporting and forecasting72
Outreach and follow-up81
What we found
Three findings account for 71% of the recoverable revenue.
1,104
Duplicate contacts
23% of contacts exist more than once, plus 212 duplicate accounts. Reps see partial history and the same buyer gets mixed messages.
Source: CRM Contacts, Accounts
31
Invoices with no CRM deal
$148k invoiced in Books with no matching deal in CRM, so repeat buyers never enter a reorder or upsell cadence.
Source: Books Invoices vs CRM Deals
Ranked fix list
Ranked by estimated 12-month revenue impact. Estimates use your own numbers: an average deal of $13,300 and a 22% win rate.
| # | Fix | 12-month value |
|---|---|---|
| 1 | Revive the 46 stale deals AI-drafted, rep-approved follow-ups by deal stage. Recovering 12% of the stalled value. | $73,000 |
| 2 | Connect Books invoices to CRM accounts Sync invoices to deals and start a reorder cadence for 31 repeat buyers. | $41,000 |
| 3 | Merge duplicates and keep them merged Clean 1,104 contacts and 212 accounts, then add a duplicate check on every new record. | $38,000 |
| 4 | Route web leads in minutes, not hours Median first reply is 31 hours today. Auto-assign by product line and region. | $29,000 |
| 5 | Follow up every quote 58% of quotes never get a second touch. A 3-step cadence, paused when the client replies. | $18,000 |
| 6 | Make key fields required Lead source and industry are blank on 44% of records, so marketing spend can't be traced to revenue. | $9,000 |
| 7 | Build a forecast you can trust Last quarter's forecast missed by 27%. A Zoho Analytics pipeline dashboard, refreshed daily. | $6,000 |
| Total estimated value | $214,000 |
Suggested 90-day plan
Data integrity comes first. Everything after it depends on it.
Days 1 to 30: Clean
- Merge duplicates
- Required fields and validation
- Revive stale deals
Days 31 to 60: Connect
- Books to CRM sync
- Lead routing
- Quote follow-up cadence
Days 61 to 90: Measure
- Zoho Analytics pipeline dashboard
- Win rate and forecast tracking
- Review results together
How the audit works
Your data stays yours
- You approve read-only access through Zoho's own sign-in. We never see your password.
- Nothing in your CRM or Books is changed.
- Access is removed automatically after 14 days, or sooner if you ask.
How the numbers are estimated
- Values use your own average deal size, win rate and invoice history.
- Each estimate is checked by a person before the report is sent.
- They are estimates, not guarantees. We track the real results with you after each fix.
Want this for your own Zoho?
The full audit is free. We read your real CRM and Books data, send you a ranked fix list like this one, and walk you through it in a 30-minute call.