Method
Six beats, then a file you can argue with
An audit of a CRM application is not a software demo and it is not a training week. It is a short, bounded reading of a live system. This is the path we use in Kinrara and with remote teams across Malaysia.
-
Scoping call
Forty-five minutes, no fee. We ask which CRM you run, how long it has been live, who owns it commercially, and what you already know is broken. If the work is a first-time implementation, we will say we are the wrong practice.
-
Access and sample
You grant a time-boxed, read-oriented view — or you sit with us while we watch. We agree which objects matter (usually leads, accounts, contacts, open work) and take a sample, not a warehouse dump.
-
Spoken process
Interviews with the people who create records, the people who inherit them, and at least one person who has stopped using the CRM. We write the path they describe before we open the official stage model.
-
System walkthrough
Two live items, clicked through from first touch to a closed state. This is where skipped stages, placeholder fields, and silent automations show themselves. We keep screenshots and notes as evidence, not as a gallery.
-
Findings workshop
Ninety minutes. We walk the ranked list in a room that is allowed to disagree. A finding that cannot survive that room does not stay in the file. Hafiz usually facilitates; the auditor who did the reading stays in the seat.
-
Written report
The map, the ranked findings, the evidence, and a short list of next actions. It is yours. You may hand it to an implementer, an internal IT owner, or a board pack. We do not retain a licence to your data after the engagement closes.
If you already know you need a narrower cut — data quality only, access only, or a pre-migration health check — the same beats apply, with a shorter sample. See the audit types.