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Free CRM Audit · B2B Sales & Business Development

Know whether business development even needs a CRM, and if it does, which one. In 7 days.

Building a business-development motion for the first time, running one where leads still fall through the handoff, or not sure your market is even big enough to justify a CRM: the answer starts the same way. Nobody can tell you which CRM fits, or whether you need one at all, without seeing how your team actually finds, sells to, and keeps customers. Not a comparison site, not a vendor, and not us.

So that is where we start. We map how your prospecting, closing, and account management actually work today, find where the handoff between them breaks, and hand you a written report: whether you need a CRM, which one, and what to fix first. Yours to keep, whether you work with us or not.

Start with a free audit

7 days · Written report · Free. It begins with one short call to check the fit. No pitch, no obligation.

B2B sales professional on a call, holding a laptop
We know how business development breaks

Sound familiar?

You see the leads slipping. We know exactly where they go missing.

A rep replies to an email, and now someone has to remember to follow up before the moment passes. A deal reaches signature after months of back and forth, and the account quietly changes hands, sometimes by a message, sometimes by nothing at all. The person handling everything, prospecting and selling and every account after that, keeps answering the client already on the phone before the lead who just replied. Nobody sees any of this fail on a single day. What they see, a quarter later, is a new-business number that keeps missing target and nobody who can say exactly why.

The handoff is where leads go missing
A lead moves from the person who found it, to the person who closes it, to the person who keeps the account, by email and memory. Nothing catches what falls through.
No one can prove a follow-up happened
Without a record of the call, the deal, and the next step, holding anyone accountable for a missed lead is a guess, not a fact.
Your best closer won't follow a process
The person who can carry a deal to signature is rarely the person who will also log it afterward. Put the tracking on the account manager or the ops role instead, and let the closer keep doing the one thing that actually makes them valuable.
One person, three jobs, and the new lead always loses
When the same person prospects, sells, and services every account, the client already on the phone wins the day over the lead who just replied, every time.

These four patterns show up in almost every business-development team we look at. What nobody can see from the outside is which ones are costing you leads today, and what to fix first. That is exactly what the audit finds.

Start here

Before you make any decision, do this first

More CRM rollouts fail than succeed, by more than two to one, a pattern researchers have tracked for two decades. It is almost never the software. The tool gets bought to fix a role structure, prospecting, closing, account management, that was never actually built.

So we map how your business actually finds new customers today: who is prospecting, even if that is one person doing three jobs at once, how a reply turns into a qualified conversation, how the deal reaches signature, and what happens the day after that signature, whether someone owns the account or it lands in a shared inbox nobody checks. We find exactly where the handoff between those stages loses information, and whether your addressable market is even large enough to sustain a business-development motion in the first place.

That map is the CRM Audit, and it is the first step of working with us. Only once it exists does any decision make sense: implement a CRM, fix the one you have, or confirm you do not need one yet. It is free, and everything we produce is yours to keep whether you go any further or not.

First
Map how you actually find, sell to, and keep customers
then, and only then
Then
Recommend the best steps for your situation, including telling you if a CRM is not one of them
The deliverable

Here is exactly what you get

A full written report built around your company, not a generic summary.

1

A map of how your team actually finds, sells to, and keeps customers

Most useful part

A visual Customer Journey Map showing every stage a lead moves through, from the first reply to signature to the account handoff after that. Most owners have never seen it drawn out this way.

2

A CRM recommendation specific to your business, or a straight no

Matched to your addressable market and your sales process. If your market is too small or your structure is not ready, we say that instead, and explain why.

3

What needs to change before you implement anything

Most vendors skip this

Usually which roles need splitting apart, and in what order, before any software can hold them together.

4

A clear, itemised estimate of what implementation would cost

Usable with us or 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 the audit shows we are not the best people to help you, we say so directly and point you to someone in our network who is. We would rather lose the project than do it badly.

Yours to keep No cost No obligation
How it works

From first message to written report in about a week

The first step of working together is the audit, and it is free. Here is how you get to it.

1

Tell us about your company

about a minute

A couple of questions on size, what you sell, and where the process hurts. Decides fit before anyone's time goes in.

2

A fit call

30–45 minutes

A conversation about how deals move through your business today, who does what, and what has been tried before. By the end, we both know whether the audit is worth your time. If it is not, we say so on the call.

3

We run the audit and deliver your report

3–4 hours + 5–7 days

A working session, usually remote, where we map your business process together. Within 5 to 7 business days, you receive your full written report. That is it.

Case Studies

Our work, proven results

View all case studies →
Fair question

Surely there is a catch?

There is no catch. A few of the businesses that go through the audit decide to have us implement what it recommends. That is where we make our money.

We have found this works better than any sales call. Instead of telling you we are good at this, we show you. You walk away with a real deliverable that took real expertise to produce, and you keep it whether you go further or not. No invoice, no chasing, no pressure.

The only thing we ask: show up ready to talk openly about how deals actually move through your business today.

Fit

This is not for everyone

A good fit if you
Sell to other businesses, not consumers
Your addressable market is big enough that five people working it full time would not run dry in a few months, and customers keep cycling back into it
You already have a product, a team, and paying customers, and you are adding a new customer segment or line of business on top
More than one person touches a deal, someone prospects, someone closes, someone keeps the account after that, or you are ready to split those roles
Open to a straight conversation about how deals actually move through your business today, including where they get stuck

Never split sales into separate roles before? Good. Figuring out whether you should is exactly what the audit is for.

Not a fit if you
Your entire addressable market is a few dozen companies worldwide, five people could work through it in months, and no CRM changes that math
One person prospects, sells, and services every account, with no plan to split those roles
You want a tool switched on with no interest in how deals actually move through your business
A message from Jeff

Dear visitor,

Many B2B companies contact me after a CRM rollout that never really took. The software worked fine for the closer entering notes. But the moment a lead moved from prospecting to closing to account management, things started falling through the cracks, and nobody could say exactly why.

I know what it costs when nobody can see what is really happening in a business. Before Muncly, I watched our family business go under for exactly that reason. That experience shaped how I work: I treat a CRM as a decision about which roles you actually need and how a lead moves between them first, and as software second.

I work directly with owners, without account managers in between. I also do not resell any platform. When I recommend Pipedrive, Attio, or Salesforce, or tell you that you do not need one yet, the recommendation is based on your market size and your sales process, and my fee is the same either way.

The first step is a free audit. I study how your team actually finds, sells to, and keeps customers, then send you a clear written report: whether you need a CRM, which one, and what to fix first. It costs nothing, and the report is yours whether we continue working together or not.

Jeff Tilley Founder of Muncly
Jeff Tilley, founder of Muncly, on a sales call
Jeff, at work

This is not my actual photo, I played with AI to put me at a desk on a sales call. But isn't it cool how far this AI technology has come?

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
FAQ

Frequently asked questions

There is no catch. You pay nothing and owe nothing. Some of the businesses that go through the audit later hire us to implement what it recommends, and that is how we earn. If you decide to stop after the audit, you keep the full report.

A 30 to 45 minute conversation about your company: how deals move through your business today, who does what, and what you have already tried. By the end, both sides know whether the audit makes sense. If it does not, we say so on the call.

It depends on the size of your addressable market more than on your revenue. Picture five people whose only job is finding new customers. If they could work through every potential buyer in a few months, a CRM will not earn back its license fee no matter how good the software is. If that same pool would keep five people busy for years without running dry, and customers keep cycling back into it, that is where a CRM, and the structure to use it, starts paying for itself. The audit tells you which side of that line you are on before you spend a cent.

Often a fix costs less than a rebuild, and the software is rarely the real problem. Most of the time a CRM goes unused because the roles around it, who prospects, who closes, who owns the account after that, were never actually agreed on. The audit tells you directly: is this a software problem, a structure problem, or both, and what fixing it would take.

For businesses running a full prospecting-to-account-management structure, we most often land on Salesforce for the closing and account-management side, because it flexes to fit almost any process. For prospecting and outreach specifically, Salesforce is genuinely weak, so we pair it with a dedicated outreach tool instead. Pipedrive and Attio also come up for leaner setups. If your situation calls for something else, we say so, even when it means recommending a platform we do not get paid to implement. Two we do not recommend: Zoho and Microsoft Dynamics.

AI is genuinely good at narrow, repeatable tasks: drafting a first pass at an email, enriching a contact record, summarizing a call. It is not a substitute for the structure around it. The same research that put a number on this found that 95% of enterprise AI pilots show no measurable financial return, for the same reason more CRM rollouts fail than succeed: nobody checked whether the structure was ready for the tool before they bought it. The audit answers that question for your business specifically, before you add another tool on top of a gap that is still there.

Get a straight answer on your CRM

Your first step is a free audit. It begins with one short call to see if we are a good fit. If we are, we map how your team actually finds, sells to, and keeps customers, and you get the full written report within 5 to 7 business days. No cost, no obligation.

Start with a free audit

No CRM to sell you. Just a straight answer on whether you need one, and which, if you do.