The CRM Diagnostic, built by operators.
The AeolusGTM CRM Diagnostic is a free, read-only audit of your CRM data. It runs more than 40 rule-level checks across your contacts, companies and deals, scores the result from 0 to 100 with deterministic rules, and delivers a scored report within a few hours of connecting. Then the founders walk you through every finding live.
What is a CRM diagnostic?
A CRM diagnostic is a structured audit of the records, fields and pipeline inside a CRM. It measures whether the data can be trusted for forecasting, routing, reporting and AI, and it names the specific records that break that trust. Done well, it replaces a vague sense that the data is messy with a score, a ranked list of problems and the records behind each one.
The AeolusGTM CRM Diagnostic is the version we built and run ourselves, and the first step of every AeolusGTM engagement. It connects to HubSpot, Salesforce or Pipedrive with read-only access, runs more than 40 rule-level assessments, and returns a coverage-aware score calculated by deterministic rules, not an LLM. It is free, and the report is yours to keep whether or not you work with us.
What does the Diagnostic check?
More than 40 rules, grouped into the seven places CRM data most often fails a revenue team: duplicates, completeness, reachability, pipeline hygiene, ownership, freshness and field hygiene. The rules are mapped to each CRM’s own data model and run across related contacts, companies and deals, not one table at a time. Every finding arrives as a number, traced to the exact records behind it. ICP fit and revenue-evidence signals are reported alongside the score as context.
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Duplicates
The same people and accounts living in your CRM more than once, including the near-matches a basic dedupe tool walks past.
Pipeline gets double-counted, attribution splits, and two reps work the same account.
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Completeness
Contacts and accounts missing the fields your routing, segmentation, scoring and territory rules depend on.
Routing, segmentation and territory rules have nothing to act on, so records fall through.
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Reachability
Contacts your team cannot actually reach, and the warning signs that show up before your sender reputation does.
Sequences go to addresses that will never reply, and your sender reputation pays for it.
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Pipeline hygiene
Open deals missing the numbers a forecast needs, deals that have quietly gone cold, close dates that keep sliding, and losses nobody explained.
The forecast rests on deals missing the numbers it needs, or carrying dates nobody believes.
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Ownership
Companies, contacts and deals with no assigned owner, and open deals owned by a deactivated user.
Accounts nobody is accountable for, and pipeline sitting under someone who has left.
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Freshness
Records that have gone stale, and how much of your database nobody has touched in a long time.
Lists and reports carry dead weight that makes the database look bigger and healthier than it is.
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Field hygiene
Fields nobody uses, values that break your own picklists, and data stored in formats your reports cannot read.
Reps hunt for the right field, one value splits five ways in reports, and the schema keeps growing.
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Context, not scored
ICP fit
How your accounts line up against the market you actually sell to, and where your records really concentrate.
You see how much of your database is the market you actually sell to.
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Context, not scored
Revenue evidence
Where open pipeline has no recorded evidence behind it: missing next steps, missing activity, single-threaded deals and stalled lifecycle stages.
You see where the pipeline has no recorded evidence behind it, without it moving the score.
Exact coverage depends on the data your CRM holds. A check that cannot apply to your setup is reported as not applicable, never quietly counted as clean. Where a check depends on a field your team keeps in a custom property, we confirm it with you instead of guessing. A separate Pipeline Health view sits alongside the report and never feeds the score.
How the score is calculated.
The score runs from 0 to 100 and is calculated by deterministic rules, not an LLM. Every rule is weighted by what that failure costs a revenue team, and the same data always produces the same number. A re-scan after cleanup shows real movement, not a different model’s opinion.
- Coverage-aware. Checks that could not be measured, because the population is empty, a field is unavailable or the platform does not support it, are reported separately. They never count as a clean pass.
- No number without the data. If too little of your CRM can be measured, the report says so instead of printing a score.
- Weighted to how you sell. Your intake answers on what matters to your business can adjust how much each area counts. We review every adjustment before it applies.
- Scored by category, frozen on delivery. Each area gets its own score next to the overall number. Once published, the score is frozen with the record of how it was derived, and context-only checks never move it.
Can’t an AI agent do this for you?
It can do part of it. Point a capable agent at your CRM through an MCP or API connection and it will surface real problems. What it will not hand you is a measurement: a tested rule set shaped by experience inside hundreds of CRMs, the same score every time you run it, coverage across every record, and operators who know which findings are costing you pipeline. That is the difference between an opinion and a baseline.
- Repeatable, not generative. Deterministic rules mean this quarter’s score and next quarter’s are comparable, so you can prove the cleanup worked.
- Whole-database coverage. Every record is evaluated across related objects, including the long tail an agent session never reaches.
- Scoped, read-only access. One read-only connection with a bounded field set, instead of broad CRM access handed to a general-purpose agent.
- Judgement on top. Two operators who have owned the number rank the findings by cost and tell you what to fix first, and what to leave alone.
How it works, in four steps.
You book a call, connect your CRM with read-only access, and the scan runs on its own. A scored report is ready within a few hours of connecting. The founders review the findings before you see them, then walk you through every one live, starting with the problems that cost the most.
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01
Connect read-only
A short intake covers how revenue runs today and who you sell to. Then you connect HubSpot, Salesforce or Pipedrive with read-only access.
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02
The scan runs
More than 40 rule-level checks run against a bounded snapshot of your contacts, companies and deals. Nothing is written back to your CRM.
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03
A scored report, within hours
A 0 to 100 score, category scores and findings ranked by impact, each backed by sample records from your own CRM.
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04
Walked through live
The founders take you through every finding, including how your records line up with your ICP, and what we would fix first.
Is it safe to connect our CRM?
Yes. The connection is read-only and the Diagnostic never writes to your CRM. It stores a bounded set of fields per record, never notes, email bodies, call recordings or attachments. OAuth tokens are application-encrypted, raw snapshots are purged roughly 30 days after the last sync, and you can revoke access at any time. A DPA is available.
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Read-only access
The connection requests read access only, and the integration has no write methods. Nothing in your CRM is changed.
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Bounded fields
A fixed, minimal set of fields per record: only what the checks need, and nothing more.
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Never collected
Notes, email bodies, call recordings, attachments, street addresses and deal descriptions. For next-step and source checks, only whether a value exists is kept, never the text.
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Encrypted credentials
OAuth tokens are application-encrypted in a table only server code can read. Records are protected by database at-rest encryption and row-level access controls.
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Automatic purge
Raw snapshots are purged roughly 30 days after the last sync. The published report keeps its findings and a small set of sample records.
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Revocable anytime
Disconnecting deletes the access token and synced raw records immediately. Full erasure is available on request, and a DPA is available.
Which CRMs does it work with?
The AeolusGTM CRM Diagnostic works with HubSpot, Salesforce and Pipedrive. One rule set runs across all three and speaks each CRM’s language, so a HubSpot report talks about companies and deals and a Salesforce report about accounts and opportunities. Where a platform does not expose something a check needs, that check is marked not applicable instead of failed.
Who it is for, and what comes next.
The Diagnostic is built for B2B revenue leaders: CEOs, CROs, VPs of Sales, RevOps and marketing leaders who suspect their CRM data sits behind unreliable forecasts, stalled pipeline, dead outbound lists or AI pilots that underdeliver. A CRM diagnostic like the one AeolusGTM offers gives them a measured answer before they buy another tool.
The report is yours regardless. If you want help, the Diagnostic scopes the work that follows.
- Weeks 1–2
Diagnostic
The free, read-only scan, scored within hours of connecting and walked through live.
- Weeks 2–8
Foundation
The data underneath, rebuilt record by record, until your team trusts every number.
- Months 3–6
Systems
Pipeline, dashboards, comp and automation, built to fit how you actually sell.
- Handoff
Yours to run
Documented in your own instance, with your team trained to run it. No retainer, no lock-in.
Questions before you connect.
Is the AeolusGTM CRM Diagnostic really free?
How long does the CRM Diagnostic take?
Does the Diagnostic use AI to score my CRM?
Can I just use an AI agent to audit my CRM instead?
Which CRM platforms does the Diagnostic support?
What happens to our CRM data after the Diagnostic?
Find out what your CRM already knows.
Book a free, read-only diagnostic. We connect to your CRM, run 40+ checks across data quality, pipeline hygiene and ICP fit, and deliver a scored report within hours. Then we walk you through every finding live.
Book your free diagnostic