Free CRM Grader
- Get your same-day CRM grade and suggestions for improvement
- Works with Salesforce and Hubspot
The fastest way to pinpoint data quality issues in your CRM
See companies with missing or incorrect names, URLs, addresses or phone numbers. See contacts with missing or incorrect names, titles, emails or phone numbers. See deals without owners, close dates in the past, missing next steps, no activity in the past 2 weeks or with 1 or fewer contacts.
Frequently Asked Questions
What does it do?
CRM Grader analyzes your CRM to flag areas where data is missing or incorrect on companies, people and deals, and makes suggestions for improvements.
How does it work?
In order for CRM Grader to create your report you need to:
- Register with your work email address (only Google Workspace supported currently)
- Log into your CRM (Salesforce or Hubspot)
- That’s it! Depending on the size of your CRM, it may take a few minutes to a few hours for our software to pull the data needed to create your report. You will get an email when the report is ready
Is my data safe?
Absolutely. Coffee has undergone rigorous security certifications, including SOC II (Type 2) and GDPR. You are in complete control of your CRM connection to Coffee and can disconnect it as soon as you get your report, or leave it connected if you want to drill down on the data issues, and keep monitoring your CRM over time.
What should I do after I get my report?
Once you view your report, you will see an option to drill down on the specific data issues, so you can see exactly which records have missing or incorrect data.
