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CRM Scan · Free · 2 minutes

How healthy is your CRM, really?

No questionnaire. You grant read access to HubSpot or monday.com, we measure your own data, and you get a score straight away, the bottlenecks ranked by impact, and a one-page A4 in your inbox. No sales pitch.

Start de scan How does it work?
HubSpotor monday.com
0-100score on your own data
~2 minfrom click to report
€ 0no strings attached
Used by, among others
DNA
Visma Raet
Rompslomp
Dutch Leaf
Damen
Ooms
What is the CRM Scan?

An honest baseline of your commercial operating model.

Most organisations do not know how well (or poorly) their commercial stack is actually performing. Forecasts live in Excel. Marketing and sales report different numbers. Service operates in its own world. AI sounds important, but is still on the roadmap.

This read-only scan reads your own CRM, HubSpot or monday.com, and shows in a few minutes where the biggest gains are. No questionnaire, no guesswork.

Grant read-only access

No questionnaire. You authorise a read-only scan and we measure your actual score on your own HubSpot portal.

Get your report directly on screen

Overall level, score per domain, and the three actions we typically tackle first.

Or schedule a no-obligation call

Fifteen minutes with Carel. No pressure, no sales pitch, just a conversation about what it means for your situation.

What we measure

What we examine

Not a full audit, a structured baseline on what genuinely matters. In HubSpot marketing and service are areas of their own, because those products sit in the platform. In monday we look at the links between your boards instead, because that is where it breaks there. What we cannot measure, we report as not measured. Not as a zero.

Data quality

Duplicate records, empty fields and data nobody touches any more. The foundation under every report you make.

Sales & pipeline

Stages, amounts and what is genuinely open. Whether your forecast rests on something or on a feeling.

Setup

How your CRM is built. In HubSpot your properties and objects, in monday your boards and connect columns.

Adoption & access

Who actually uses the system, who still has access, and how your account is doing.

Automation

What runs by itself, and what happens by hand because it was never set up.

Get started

Take the CRM Scan

No questionnaire. Grant read-only access and we measure your real score based on your own HubSpot portal.

What you get
  • Score 0-100 plus verdict
  • Scorecard per area (R/O/G)
  • Top 5 bottlenecks by impact and effort
  • 2 to 3 quick wins
  • 1-page A4 report in your inbox
Read-only and GDPR

We request read-only permissions only. Creating, editing, deleting or emailing is technically impossible. We store your score, not contact lists. You can revoke access yourself at any time, in HubSpot or in monday.

contacts.readcompanies.readdeals.readschemas.readboards:readusers:readaccount:read
Start free scan View sample report

Free, read-only, in 2 minutes. Data processing agreement and privacy statement available before the scan starts.

Carel Schrier
Sparren met Carel

Liever meteen een gesprek?

Vijftien minuten, vrijblijvend. Je deelt je situatie, ik denk mee. Geen voorstel, geen druk. Plan een tijdslot dat past, of bel direct.

Plan een meeting met Carel

Of stuur direct een berichtje

Frequently asked questions

What you probably want to know

Does this only work with HubSpot?

No. When you start, you choose whether we read your HubSpot portal or your monday.com account. Working on Salesforce, Ternair, Real Works or a combination? Then take the RevOps Scan: it works with any CRM without a connection, and it is just as free.

How does the read-only access work and what data do you read?

You authorise a read-only connected app via OAuth. We read aggregate figures and a few sample records to substantiate your score, not an export of your entire database. Creating, modifying, deleting or emailing is technically impossible: the app requests read permissions only (contacts, companies, deals, schemas). We store your score and the measured figures for your report, no contact lists, and we do not retain the access token after the scan. You can always revoke access yourself in HubSpot, under Settings and Connected Apps.

What if I score low?

Not a problem. A low score means a lot of untapped potential, not that the organisation is "poor". We are happy to help with that (or not, that is your choice). The top 3 actions in the report are always actionable without Addmark.

Will I receive many emails after the scan?

If you leave your email address you will receive five short emails spread over three weeks: your report, a deeper dive into your weakest area, and a few follow-up tips. After that it stops automatically. You can unsubscribe at any time using the link at the bottom of each email.

What happens to my data?

We store it securely in HubSpot and use it only for the follow-up of this scan. Your data is not sold. Full explanation in our privacy statement.

How accurate is this scan?

This is not a self-assessment but an actual measurement of your HubSpot data, read-only. It is a point-in-time snapshot at aggregate level, not a full audit. For a substantiated diagnosis we offer the Quick scan (5 working days, from €1,950) or the full CRM Audit. The CRM Scan shows you where to look first.

Can I do this on mobile?

Yes. You grant read-only access on phone, tablet or laptop, and the report is ready within a few minutes.

Ready to get started?

Ready to run your commercial engine on AI?

Start with an honest baseline. Five minutes, no obligation, immediate insight into where the biggest gains are.

Start the scan Schedule a consultation