Reewamp
AI-assisted diagnostics

An audit of your CRM, billing and GTM systems in under a week

We use AI to read your CRM, billing stack, revenue analytics and automation directly from configuration and data, instead of weeks of workshops. You get findings ranked by severity, each tied to specific records, fields or flows, and a fix plan. If you want, we implement the fixes afterwards.

Talk to us What's included
AI-assisted GTMauditSalesforceHubSpotAttioStripeChartMoguln8nZapierDATEV
delivery.loglive
  1. 01Scope and accessrunning
  2. 02Analysisqueued
  3. 03Findings and fix planqueued
  4. 04Optional implementationqueued

What you get

  1. Know what is actually broken

    Full checks across every object, flow and customer in scope, not samples and spot checks.

  2. Findings with evidence

    Each finding names the system, the affected records or configuration, the business impact and the proof.

  3. A plan, not a slide deck

    Fixes grouped into quick wins, structural changes and longer projects, in a suggested order with effort.

  4. Answers in under a week

    Most of the time goes into analysis and validation, not meetings, so results arrive in under a week.

What's included

CRM structure and data

01 of 03
  • Objects and custom fields: which are filled and used in reports, flows or integrations
  • Active, inactive and duplicate flows, workflows and validation rules
  • Stage definitions and stage gates, and whether anything uses the gated fields
  • Duplicate leads, contacts and accounts, and the rules that create them
  • Lead routing and ownership, including records owned by inactive or integration users

How a project runs

  1. Step 01

    Scope and access

    We agree which systems are in scope and set up read-only access wherever the platform allows it.

  2. Step 02

    Analysis

    AI reads metadata, records, flow definitions and logs. Experienced consultants validate every finding and set priorities.

  3. Step 03

    Findings and fix plan

    A severity-ranked report and a fix plan, walked through with the people who own the systems.

  4. Step 04

    Optional implementation

    We implement the fixes with your team, or hand over a plan clear enough for your own people to run.

FAQ

Common findings include unused fields and dead flows, duplicate records, leads without owners, deals and subscriptions that disagree, ARR that differs between billing, analytics and CRM, and automations that fail without alerting anyone. The findings depend on your stack.

Next step

Want to know where your systems disagree?

Tell us which systems you run and what worries you most. We reply within one business day.

Talk to us
NextSalesforceSales, Service, Field Service and Revenue Cloud, plus org takeovers and ongoing admin.