Free Free CRM Audit for B2B businesses. No obligation. Full written report. See if you qualify →
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Book Free Audit →
Free CRM Audit

Know which CRM fits, what it will cost, and what to do first. In 7 days.

For B2B companies and high-ticket B2C businesses: manufacturing, insurance, professional services, distribution, construction, wholesale and similar.

Most businesses do not know which CRM to pick, how much it costs, or whether they need outside help. And if they already have one, they are probably not getting half the value out of it.

We will map how your business works, find the gaps, and hand you a written report telling you exactly what to do and in what order. Yours to keep, whether you work with us or not.

See if we're a good fit 7 days · Written report · Free
Seventy seven percent

of CRM projects fail.

The problem

Here is why projects fail.

It is not the software. The software is the easy part.

The reason is almost always the same: they picked a tool before they understood their own process.

Most businesses start the same way. They research CRMs, watch demos, compare pricing, and pick something that looks good. Then they spend months implementing it, get the team trained, and six months later nobody is using it. The project is quietly abandoned, and the budget is gone.

Before you choose any software, you need to know how your business actually works. How do you find customers? How do you sell to them? How do you deliver what you promised? How do you keep them coming back? Most companies have never mapped this out clearly. And without that clarity, no CRM in the world would work for you.

See if we're a good fit →
The audit

Before you look at a single CRM, do this first.

We sit with you for a few hours and figure out exactly how your business works in practice. We call this a CRM Audit — a structured conversation that helps us build a clear picture before recommending anything.

Customer Journey Map
Customer journey map: Awareness, Consideration, Purchase, Retention

Every stage your customer moves through — drawn out clearly.

01

What kind of business process do you have?

A manufacturing company quoting custom parts has completely different needs to an insurance broker managing policy renewals or a consultancy managing a project pipeline. The right CRM for one is the wrong CRM for the other.

02

How digitally ready is your team?

Who works in your company, what tools they use, what they are comfortable with, and what has been tried before. If a previous implementation failed, we want to know why. Most of the time it was not the tool — it was the approach.

03

What should you fix before you implement anything?

Sometimes the answer is not a CRM at all. Sometimes it is a process change, a different tool entirely, or simply getting the basics right first. We will tell you that honestly, even if it means we are not the right fit.

04

Deliver the full written report

Within 5 to 7 business days, you receive your full written report. A document built around your specific business, your specific process, and your specific situation. Not a generic summary.

What you receive

Here is exactly what you get.

A full written report built around your specific business — not a generic summary. Yours to keep, whether you work with us or not.

  1. A map of how your business actually works

    A visual Customer Journey Map showing every stage your customer goes through, from first contact to return — or not. Most business owners have never seen their own business drawn out like this. It is usually the most valuable part of the whole session.

  2. A CRM recommendation specific to your business

    Not a shortlist of popular options. One clear recommendation, with a plain explanation of why that tool fits your process, your team size, and your budget range. If more than one could work, we will explain the difference.

  3. What needs to change before you implement anything

    The part most vendors skip entirely. Sometimes a process needs fixing before software can help. We will tell you exactly what those things are and in what order to tackle them.

  4. A clear, itemised estimate of what implementation would cost

    You can use this to work with us, or take it to any other vendor you like. It is yours. No invoice attached, no pressure to proceed.

  5. A referral if we are not the right fit

    If we go through the audit and conclude that we are not the best people to help you, we will tell you directly and point you to someone in our network who is. We would rather lose the project than do it badly.

See if we're a good fit → 5–7 business days to your report
The honest answer

Why is this free? There has to be a catch.

Jeff Tilley, Founder of Muncly

Jeff Tilley

Founder, Muncly

There is no catch. A small number of businesses that go through the audit decide to work with us on the implementation. That is where we make our money. The audit itself is how we show you what we are capable of before you commit to anything.

We have found that this works better than any sales call. Instead of us telling you we are good at this, we just show you. You walk away with a real deliverable that took real expertise to produce.

If you decide not to work with us after the audit, that is completely fine. You keep everything we produced. There is no invoice coming your way, no persistent follow-ups, and absolutely no pressure. The only thing we ask is that you show up ready to talk openly about how your business works.

Jeff Tilley signature
See if we're a good fit →
Who this is for

CRM audit is not for everyone. Here is how to know.

Good fit

Work with us if…

  • You run or manage a small to mid-size business with a real sales or service process
  • At least 2+ people are involved in winning or delivering work
  • Considering a CRM for the first time, or a previous implementation did not work out
  • Open to an honest conversation about how your business really operates
  • Annual revenue above €1M / $1M

Never touched a CRM? Good — figuring that out is our job, not yours.

Not a good fit

Probably skip this if…

  • You are a solo operator with no plans to grow a team
  • You want someone to set up a tool quickly without thinking it through
  • You have already signed a contract with a CRM vendor and just need execution
How it works

Three steps. No commitment until you decide there is one.

01 ~1 min

Tell us about your business

Fill out a short form. One minute, maybe less. We ask a few basic questions about your company, your industry, and what you are trying to solve. This helps us understand whether we are likely to be a good fit before either of us invests more time.

02 30–45 min

We have a quick call

If the form looks like a good fit, we will send you a link to book a free 30 to 45 minute call. No agenda other than getting to know your situation a little better. No presentation. No pitch. Just a conversation.

03 5–7 days

We run the audit and deliver your report

A 3–4 hour working session, usually done remotely, where we map out your business process together. Within 5 to 7 business days, you receive your full written report. That is it.

See if we're a good fit →
What this looks like in practice

Every business is different in its details. Most fall into patterns we have seen before.

Manufacturing & Construction

Manufacturing·Construction·Engineering

The quoting problem

The most common problem is quoting — it happens across email, spreadsheets, and someone's memory. The fix is usually a quoting tool connected to a CRM that cuts turnaround from days to hours. That one change often has more revenue impact than anything else we recommend.

Financial & Insurance Services

Insurance·Financial advice·Leasing·Investment

Leads and renewals

Two problems come up almost every time. Leads falling through the cracks due to no structured follow-up. And existing customers lost to competitors because nobody contacted them before their policy or contract expired.

Professional Services

Consultancies·Agencies·Software vendors·IT·Accounting

Pipeline visibility

Pipeline visibility is almost always the core issue. Work comes in through referrals and relationships but nobody has a clear picture of what is stalling or where deals are quietly dying.

Distribution & Wholesale

B2B distributors·Wholesalers·Trade suppliers

Manual order processing

Companies processing inbound orders manually often realise they could replace that workload with a customer self-service portal, and redirect those people to new customer acquisition instead.

What clients say

In their own words.

“

We worked with Jeff to organize our sales process for a small sales and service team. He set up pipeline tracking, reports, and dashboards that give me a clear view of tasks, key accounts, and opportunities. The biggest change is visibility. I know what the team is working on remotely, and I have more control and predictability in managing opportunities and forecasting. I recommend working with Jeff and will turn to him again for the next step.

Aleksey Lyutikov
Aleksey Lyutikov CEO · Meccanica Middle East
LinkedIn Case study
“

This is the second time I have worked with Jeff, now I know him for already 6 years. 6 years ago we built a very successful project for a local driving school, now we have created another sales system based on rules and tools. I should say that Jeff is an exceptional professional, a bit opinionated which creates a lot of debates, and sometimes we even argue, but all arguments are purely professional which I love and I definitely could recommend him as a great CRM professional.

Maksims Sroslovs
Maksims Sroslovs Marketing Director · Frame House Pre-fab Homes
LinkedIn Case study
“

Jeff helped us implement Salesforce to collect and manage leads coming from the stands in Japan. He built a simple process for tracking leads and worked closely with developers of other stand components to ensure the whole project was integrated and ran smoothly. We have worked with Jeff for a long time, and this is already our second project together. He is my go-to person for CRM implementations, and I would definitely recommend Jeff and his team.

Andris Zigurs
Andris Zigurs Business Development Executive · Vervo
LinkedIn Case study
“

Concrete working deliverables on time of what we needed. Extremely knowledgeable about the Salesforce platform. Incredibly smart team that understood our business and objectives right away. Highly recommended!

Julian Ciccale
Julian Ciccale Co-founder · Nextlane
LinkedIn
“

Thank you to Jeff, Vishal, and their team for the support. They prepared the assets in record time, quickly adapted to our feedback, and handled every question with care. We definitely recommend working with them and look forward to the next set of assets together.

Tushar Hora
Tushar Hora Global Technology Partnerships · Salesforce
LinkedIn
Quick check before we meet

Not sure if this is right for you? That is exactly what the form is for.

Fill it out in one minute. We will take a look and let you know if we think we can genuinely help. No commitment. No sales call unless we both think it makes sense.

Yours to keep — whether you work with us or not
Not tied to any CRM vendor
No sales call unless we both think it makes sense
Free CRM Audit

Let's make sure we're a good fit

Two quick questions so we can point you in the right direction.

E.g. Sales Reps, BDRs, Customer Support Agents