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Free CRM Audit · Small Business

A free CRM audit for your small business to find out if it's time for a CRM or if Excel is still doing the job

Buying a CRM before your business needs one doesn't put you ahead. It adds cost, new rules, and a process your team didn't need a month ago, all on top of a spreadsheet that might still be doing the job just fine.

That's exactly what the free audit settles. We look at how your business actually runs and give you a straight answer. If a CRM makes sense, we tell you which one fits your size and your process, and what to fix before you talk to any vendor. If it doesn't, we put the full reasoning in writing for you, at no cost.

Start with a free audit

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

Small business owner holding a printed order sheet
We know small business

Sound familiar?

You see the symptoms every day. We know where they come from.

A second salesperson or support rep joins, and suddenly nobody agrees on how the job gets done, where information goes, or who follows up when. Deals live in a spreadsheet and a few people's memory, and so far nothing has fallen through hard enough to force a change. Somewhere in a drawer or an old login is the last CRM the business tried: bought, rolled out, trained on, and quietly abandoned within the year. And even the businesses that use one properly rarely have anyone whose actual job is to keep the data clean and the process current, so it slowly drifts out of sync with how the business really works.

Two people, two different processes
Add a second person doing the same job, and now someone has to decide how it actually gets done.
The spreadsheet is still holding
It works, until the day it quietly doesn't and nobody notices which deal fell through.
The last CRM went quiet
Bought, set up, trained on. Six months later almost nobody logs in.
Nobody owns it
Most small companies never give that job to anyone.

These four show up in almost every small business we talk to. What nobody can see from the outside is which ones are actually costing your business money right now, and whether the fix is a CRM at all. That is exactly what the audit finds.

Start here

Before you make any decision, do this first

Every pattern above traces back to the same root. Roughly six in ten small businesses run customer relationships on spreadsheets, email, and memory well past the point where it stopped being the efficient choice, and a large share of businesses that do buy a CRM never get real use out of it. The tool gets picked, or skipped, before anyone works out whether the business is actually at the point where a CRM pays for itself.

So we sit with you for a few hours and figure out exactly that. How many people are really doing the same kind of work, and whether they agree on how it gets done. How deals or requests move from first contact to close today, and where they fall through. What is already being tracked in a spreadsheet, and what silently isn't. And if a CRM was tried before and it didn't stick, we want to know why, because most of the time the tool took the blame for a process nobody had defined. We draw all of it out as a Customer Journey Map.

That structured conversation is the CRM Audit, and it is the first step of working with us. Only once that picture exists does the next decision make sense: implement a CRM now, hold off and tighten the spreadsheet process instead, or rescue one that is already live and half-abandoned. It is free, and everything we produce is yours to keep whether you go any further or not.

First
Research how your business actually runs
then, and only then
Then
Recommend the best next step, CRM or not
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 business actually works

Most useful part

A visual Customer Journey Map showing every stage a customer moves through, from first contact to the sale, the delivery, and whatever happens after, or does not. Most owners have never seen their own business drawn out like this.

2

A CRM recommendation specific to your business

One clear answer, with a plain explanation of why that tool, or no tool yet, fits your process, your team size, and your budget. If more than one option could work, we explain the difference.

3

What needs to change before you implement anything

Most vendors skip this

Sometimes a process needs fixing before software can help. We tell you exactly what those things are and in what order to tackle them.

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 business

about a minute

A couple of questions on team 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 your business runs today, what you have tried before, and what you are trying to solve. 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 we recommend. 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 your business actually runs.

Fit

This is not for everyone

A good fit if you
Run a small or growing business with two or more people doing the same kind of work, sales, support, delivery, whatever the role
Do somewhere around €1M a year in services, or €2.5M in product or physical goods, or are close to it
Are starting to see deals or follow-ups slip through the spreadsheet instead of getting caught by it
Are open to an honest look at how the business actually runs before committing to any tool

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

Not a fit if you
Run solo, or everyone on the team does something different, with no repeatable process yet to standardize
Want a tool switched on fast with no real look at how you work
Have already signed with a vendor and just need setup, with no interest in whether it actually fits
A message from Jeff

Dear visitor,

Small business owners contact me after buying a CRM that never really took. It worked fine in the demo. Six months later almost nobody on the team logs in, and nobody remembers who was supposed to keep it up to date.

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 the business first, and as software second.

That is also why I work directly with owners, without account managers in between. I don't resell any platform, so whether I recommend Pipedrive, Twenty, Attio, or tell you to stick with a spreadsheet a while longer, the recommendation is based on your business, your size, and the way you sell.

And before recommending anything, I start by understanding how your business actually works. That's what the free audit is for. I look at your current processes and send you a clear written report: whether a CRM makes sense yet, which one fits if it does, and what you should fix first. It costs nothing, and the report is yours whether we continue working together or not.

Jeff Tilley Founder of Muncly
Jeff Tilley working at a laptop with a spreadsheet open
Jeff, at work

This is not my actual photo, I played with AI to put me at a laptop working through a spreadsheet. 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 for the implementation, 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 business: how it runs today, what you have tried before, and what you are trying to solve. By the end, both sides know whether the audit makes sense. If it does not, we say so on the call.

It's hard to give you a straight yes or no without knowing the size of your business. But there are two quick tests you can use. First, your team. Do you have at least two people doing the same kind of work, like two salespeople or two support reps? Second, your revenue. Around €1M a year for a service business or €2.5M if you sell physical products is a good ballpark. If you're below both, a spreadsheet may still be all you need. If you're at or above them, a CRM starts to make more sense. And if you want to know for sure, our free CRM audit can help you figure that out.

Often a fix costs less than a rebuild. The audit answers this directly: what can stay, what needs to change, and what the fix would take, before you commit to either path.

We work with a wide range of CRM platforms, so we're not tied to recommending one particular system. The right choice really depends on how your business works, your team, and your sales process. It might be Pipedrive, Twenty, Attio, or something else entirely. That's what we figure out during the audit: which platform actually fits your business rather than simply recommending the most popular one.

For sure, you can. With today's AI tools, it's easier than ever to build something yourself and get a basic system running. But I wouldn't recommend it for most businesses. Building the first version is the easy part. Maintaining it, fixing issues, managing security and permissions, and adding new features as your business grows is where it gets complicated and expensive. In most cases, it makes more sense to choose an existing CRM that already does what you need.

Get a straight answer on whether you need one

Your first step is a free audit. It begins with one short call to see if we're a good fit. If we are, we map how your business works together, 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 the honest answer on whether you need one yet.