CRM Architecture and Systems Audit
Judith Eke-efeme
CRM Architecture and Systems Audit
A growing marketing agency needed to move from fragmented client tracking to a centralised, scalable CRM.
They were experiencing tool fatigue, inconsistent lead tracking, and a critical need for seamless integration with their existing email and Slack workflows.
What I Did
The Audit: Conducted a comprehensive technical audit of three potential CRM vendors (HubSpot, Pipedrive, Zoho), using the 1-3-1 rule. I mapped features against agency goals and made it easy for the business owner to make a choice.
The Evaluation: Scored vendors based on scalability, user adoption speed (product-led onboarding), and native integration capabilities.
The Result
A high-impact, actionable recommendation (HubSpot) that optimised operational efficiency, seamlessly integrated into their existing workflows and prepared the agency for scaling
Like this project
Posted Apr 29, 2026
CRM Architecture and Systems Audit A growing marketing agency needed to move from fragmented client tracking to a centralised, scalable CRM. They were exper...
