CRM Audit Checklist Form
Use this CRM Audit Checklist Form to systematically review your CRM system’s setup, data quality, user access, process usage, integrations, reporting, and follow-up actions.
CRM System Setup Review
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Organizational structure configured
User roles defined
Default settings reviewed
Custom fields documented
Data Quality Assessment
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Duplicate records identified
Mandatory fields populated
Data formats standardized
Inactive records archived
User Access & Permissions
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All user access reviewed and appropriate
Some user access needs adjustment
User access not reviewed
Process Usage Compliance
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All key processes followed
Some processes need improvement
Processes not documented
Integration Status
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Email integration active
Marketing automation connected
Accounting/ERP integration functional
No integration issues found
Reporting & Analytics Review
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Standard reports reviewed
Custom reports in use
Dashboards configured
Data export tested
Overall Data Quality Rating
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1
2
3
4
5
User Adoption Rating
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1
2
3
4
5
Summary of Key Findings
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Follow-up Action Items
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Rows
Action Item
Responsible
Due Date
1
2
3
Submit Audit
Should be Empty: