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Free CRM Audit · Startups

Free CRM audit for your startup to find out if you need one

Implement a CRM too early and it becomes an expensive phone book, a tool nobody needed yet. Choose the wrong one and it will slow you down instead of helping. Most CRMs are built for businesses that already work like a thousand others, and that's rarely true for a startup. Some decide to build their own instead, but that usually turns out to be the wrong move too.

That's where we can help. We analyze how your startup actually works, then deliver a written report telling you whether you need a CRM at all, and if you do, which platform fits your startup best, what it will cost, and what to do first.

Start with a free audit

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

Founder reviewing CRM solutions for startups
We know venture-backed startups

Sound familiar?

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

A sales process that has already changed shape five or six times this year, because nobody knew the right shape on day one. A CRM that started as a simple tracker and now needs its own full-time owner just to keep the data clean. Time spent writing internal tools that only exist to plug a gap no off-the-shelf software covers, while the product your startup actually sells waits. And a platform picked because it looked complete in a demo, then abandoned six months later because it never fit how the team actually works.

No off-the-shelf CRM exists for you
Ready-made systems get built where thousands of companies already sell the same way. A startup's business model or product is different by definition, so no template fits.
The system becomes a second product
Write your own CRM and every line of code becomes something your team has to maintain, secure, and fix, forever, alongside the product you actually sell.
Corporate CRM arrives too early
A full system with dozens of required fields gets installed before the sales process has settled into a shape worth locking in.
The upkeep costs more time than planned
Some surveys and research show founders underestimate the time a CRM takes to keep clean by nearly three times, 2.8x on average. It rarely fails loudly; it just quietly becomes a job nobody signed up for.

These four repeat in almost every venture-backed startup we meet past Series A. What nobody can see from the outside is how they play out in your startup, which one is costing you the most time right now, and what to fix first. That is exactly what the audit finds.

Start here

Before you make any decision, do this first

Every pattern above comes from the same root, and it's close to why 77% of CRM projects fail industry-wide. It also matches what happens inside startups specifically: 64% of the ones that dropped their CRM blamed a system too complex for their size, and only 34% call their implementation a real success. The software was never really the problem, the tool got picked, or built, before anyone had mapped how the startup actually sells and delivers.

So we sit with you for a few hours and map exactly that: how you find and close customers, how you deliver and support what you sold, and what your team can realistically maintain. That conversation is the CRM Audit, the first step of working together. No cost, and everything stays yours whether you go further with us or not.

First
Research how your startup actually sells and delivers
then, and only then
Then
Recommend the best steps for your stage
The deliverable

Here is exactly what you get

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

1

A map of how your startup actually works

Most useful part

A visual Customer Journey Map showing every stage a customer moves through, from first contact to renewal, expansion, or the quiet churn nobody notices. Most founders have never seen their startup drawn out like this.

2

A CRM recommendation specific to your stage and team

One clear recommendation, with a plain explanation of why that platform fits your process, your technical team's capacity, and your budget. If more than one could work, we explain the difference.

3

What needs to change before you implement anything

Most vendors skip this

Sometimes the sales process needs to settle 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 startup

about a minute

A couple of questions on stage, funding, and where the process hurts. Decides fit before anyone's time goes in.

2

A fit call

30 to 45 minutes

A conversation about what you sell, how deals move through your startup today, and what has already been tried. 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 to 4 hours + 5 to 7 business 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 companies that go through the audit decide to have us implement it. 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 startup actually works.

Fit

This is not for everyone

A good fit if you
Have raised outside funding and are past pre-seed, ideally Series A or later
Have a product that needs ongoing tracking or service after the first sale, not a single one-time transaction
Have at least a small technical team, or the budget to work with one, to keep the platform maintained
Are ready to talk openly about how your startup really sells and delivers, including what you wish worked better

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

Not a fit if you
Are bootstrapped with no outside investment and no budget for this yet
Are pre-seed or seed stage without a confirmed flow of customers or a repeatable process to map
Have already committed to writing your own CRM in-house and just want technical setup help, with no interest in whether that is the right call
A message from Jeff

Dear visitor,

Many venture-backed startups come to me right after two very different mistakes. Some tried to install a full enterprise CRM before their sales process had even settled into a shape worth locking in, and spent months fighting fields nobody used. Others decided to build their own system from scratch, and a year later realised they were maintaining two products instead of one: the one they sell, and the CRM behind it.

I know what it costs when nobody can see what is really happening in a startup. 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 how your startup sells and delivers first, and as software second.

I work directly with founders, without account managers in between. I also do not resell any platform. When I recommend Twenty, Attio, Salesforce or any other CRM system, the recommendation is based on your stage, your team, and how much of the platform you can realistically build yourselves, and my fee is the same in every case.

The first step is a free audit. I study how your startup actually sells and delivers, then send you a clear written report: what to fix, and which platform fits. 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
Jeff, mid-workday

This is not my actual photo, I played with ChatGPT to put myself in this scene. 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 companies 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 startup: what you sell, how your sales process works today, and what has already been tried. By the end, both sides know whether the audit makes sense. If it does not, we say so on the call.

Not yet, in most cases. Before a confirmed round and a process worth tracking, implementing a CRM costs more than it gives back. Come back once that changes. And if you're not sure where you stand, the fit call is a quick way to find out.

Almost always, no. Every line of code you write becomes something your team has to maintain, secure, and update, on top of the product you are actually trying to build. The stronger move is a platform that already covers the standard parts of the job, customized only where your startup is genuinely different. The audit tells you exactly where that line sits for you.

We work with a wide range of CRM systems for startups, including Twenty, Attio, and Salesforce. But we do not start with the platform. We start with your business processes, and only once those are mapped do we help you find and implement the system that actually fits them.

That is expected, not a failure. Most startups reshape their sales process several times in the first year, because nobody knows the right shape on day one. The fix is starting simple: one pipeline, a handful of fields, room to change, with one person on the team who owns keeping it clean. We help you find that starting point instead of locking in a process too early.

Get a straight answer on your CRM

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 startup sells and delivers 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 one that fits how your startup actually works.