Make Your CRM Work at Peak Performance

Full CRM Audit & Optimization

Even a great CRM can underperform if it’s not set up correctly. We conduct a full audit of your GoHighLevel account, reviewing every element — funnels, pipelines, automations, triggers, campaigns, and settings. Then, we fine-tune each part to improve speed, functionality, and conversions. Our optimization process ensures you’re getting the maximum ROI from your GHL investment. Whether you’ve been using the platform for years or just started, we can uncover hidden opportunities to save time and boost sales.

Connect With Us

Get In Touch With Us

Our experts are here to help you every step of the way. Whether you have questions, need guidance, or

want tailored recommendations, we’re ready to support you. Reach out today, and let’s explore

how GHL RockStar can empower your business for success.

I agree to Privacy Policy and terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Frequently Asked Questions

What is the difference between a CRM audit and CRM optimization

A CRM audit identifies problems and evaluates performance, while CRM optimization implements improvements based on audit findings. In simple terms, audit = analysis, optimization = action.

What are the best tools for a full CRM audit and optimization

The best tools for CRM audit and optimization include HubSpot CRM Analytics, Salesforce Health Check, Zoho CRM Analytics, Pipedrive Reports, and GoHighLevel Pipeline Insights. These tools help analyze data, track performance, and improve workflows.

How to perform a comprehensive CRM audit for a small business

Start by reviewing data quality, duplicates, and segmentation. Analyze pipelines, workflows, and automations. Check reports and team usage. Identify bottlenecks, document findings, and prioritize improvements to boost efficiency and sales.

What are the top CRM audit services for mid-sized companies in the US

Top CRM audit services for mid-sized companies in the US include Salesforce Professional Services, HubSpot Solutions Partners, Zoho CRM Consulting, Accenture CRM Advisory, and Bluewolf (IBM). These firms review CRM workflows, data, and automation to identify inefficiencies and recommend improvements for better performance and scalability.

What are the steps to optimize CRM workflows after a full audit

1: Clean and organize CRM data.
2: Automate repetitive tasks.
3: Set up conditional workflows for personalization.
4: Train your team on new processes.
5: Monitor performance and refine continuously

Which companies offer CRM audit consulting services

Leading CRM audit consultants include Salesforce Professional Services, HubSpot Solutions Partners, Bluewolf (IBM), Accenture CRM Advisory, and Zoho CRM Consulting Partners. They provide audits, automation setup, workflow optimization, and strategic guidance.