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Free Pipedrive audit
by professionals

Are you interested in making the most of your Pipedrive and want to know how your security is doing? Register now for our free audit.

  • Free check by experts
  • Verification of GDPR compliance
  • Tips and tricks for your CRM
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Free HubSpot Audit HubSpot Check Professional HubSpot audit

We would like to check your Pipedrive thoroughly - free of charge!

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We will carry out a complete analysis of your customer relationship management system. Then we tell you what you can do better. We also check whether you comply with the GDPR. You receive this information completely free of charge.

To analyse weaknesses in your system and improve your company, all you need is a calendar entry.

Book your free audit in the calendar now!

Vielen Dank für die Terminbuchung. Wir freuen uns auf den Austausch!

Is our free Pipedrive Audit right for you?

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Are our free Pipedrive audits suitable for you?

Our free CRM audit is suitable for organisations of all sizes and industries. 

Which of the following applies to you?
  • Have you recently implemented a new CRM system and would like a professional review?
  • Have you been using your CRM for some time and want to realise its full potential?
  • Would you like your current system to be checked for possible errors?
  • Are you looking for a well-founded second opinion?
  • Are you interested in checking the quality of your data and compliance with the GDPR?

Our professionally conducted audit is exactly what you need!

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Advice for beginners and experienced experts

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Profound system check

We analyse your CRM system comprehensively as part of a free audit. We identify strengths, weaknesses and optimisation potential and check the quality of your data and compliance with the GDPR. At the end, you will receive detailed suggestions for improvement.

Pipedrive audit by a professional

We are real experts when it comes to CRM. Thanks to our many years of experience in customer projects, we not only master the theoretical basics of CRM and marketing automation, but also implement them with technical precision. This means you receive valuable tips - completely free of charge!

Quality management

Investing in marketing and customer management tools such as Pipedrive raises high expectations. To ensure that your investment pays for itself quickly, regular quality checks are essential. This enables early detection and elimination of sources of error and optimisation potential.

Utilize all options

Pipedrive is an extremely powerful and versatile tool. Some of the advanced or basic functions remain hidden from many companies. Our audit examines untapped potential and shows you how you can utilise it. This enables you to get the most out of your Pipedrive.

This is how we proceed

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  • 1. Making an appointment
  • 2. Kick off meeting
  • 3. Detailed system check
  • 4. results report
  • 5. follow-up discussion (optional)

1. Making an appointment

The first step is to arrange a free and non-binding kick-off meeting with us using the contact form below.

2. Kick off meeting

In a short online meeting, we get to know each other and learn more about your current company situation. This lays the foundation for the subsequent audit.

3. Detailed system check

Shortly after our meeting, we will carry out a detailed audit of your system. This will take approximately two working days and will check the following cornerstones, among others:

  • Configuration, structure, organisation
    database
  • Quality & segmentation of contacts
  • Lead scoring and personas
  • reporting
  • CMS & automation (if implemented)
  • Interfaces, workflows and sequences

4. results report

Once our audits have been completed, you will receive a detailed experience report. This report breaks down all the aspects analysed and shows you any significant anomalies, sources of problems, tips, potential improvements and recommendations for action.

5. follow-up discussion (optional)

If you wish, we can go through the results report together and show you specifically how you can get the best out of your system and which errors need to be eliminated. We are also happy to support you in the subsequent implementation.

Would you like a free Pipedrive audit?

Visuelle Abtrennung

Choose an appointment now

What our customers say about us

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Michael Safar

Sales Executive - Weissenberg Group

The collaboration with kkvision is an added value for the projects. We greatly appreciate their passion and commitment. The expertise and versatility of kkvision has proven itself. In our experience, solution-orientated and modern work is the top priority.

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Marcus Bolzhauser

Geschäftsführer – Bolzhauser AG

We commissioned kkvision with the further development of marketing automation in the Hubspot environment. We are very satisfied with the implementation and the cooperation with the project team. We particularly appreciate their solution-orientated approach, their high level of professionalism and their friendly, appreciative manner.

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Phil Heimlich

Geschäftsführer - KG Media Factory GmbH

The kkvision team consists of absolute professionals. Their quick availability and competent realisation of our requirements made the collaboration much easier. Thank you for your support!

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Sandeep Singh

Senior Manager - Bunzl Holding

kkvision provided us with world class knowledge and support. From ideation to launch, Team showed great professionalism and proactiveness. Thanks for amazing support!

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