Map the tools your business runs on (CRM, ERP, estimating, phones, email, billing) against each stage from first call to paid invoice. See the gaps, the overlaps and what it all costs, then print a report. Free, no account, saved in your browser.
Every tool you use, placed on the stages it supports: getting found, capturing leads, quoting, closing, handing off, billing and keeping customers.
A stack score out of 100, the stages with no system behind them, and the categories where two tools do the same job.
Add monthly costs, owners and renewal dates to see your monthly and annual spend and which renewals are coming up.
Print or save a PDF report, download an Excel workbook, or keep a JSON backup you can load later.
Start from a template for manufacturing and distribution, construction and trades, multi-location services or professional services. Or start blank.
Search a catalog of common CRM, ERP, estimating, phone, marketing and billing tools, or add your own. Remove anything you don't use.
Check your score, gaps and overlaps, ask the built-in Stack Advisor what to fix first, and export your report.
The free tool shows how your tools line up on paper. The CRM & Revenue Systems Audit traces real leads, quotes and jobs through your systems and ends with a written, prioritized fix list. Fixed price, async.
Drop your name and email. I'll reach out within 2 business days.
