- CRMBix
- Guides
See how CRMBix works, in practice
Five short guides. Four have a video of the real app, and the install guide shows every step before you start. Begin with the tour, or go straight to the part that matches your problem: data you can't trust, an environment nobody can describe, or changes nobody approved.
How messy is your CRM data?
One app, three questions: is the data fit to use, what is in the environment, and was that change agreed? A tour of the Home page and how to get your first score.
Is your CRM data fit to use?
One score for your data, and a list of the records behind it. How health rules, scans and issues work, and how to add a rule of your own.
What is actually in your environment?
Every solution, and every component of your own solutions, recorded again each day. How to see what you have and spot what has gone.
Was that change agreed?
The request, the approval and the deployment on one record, and a list of the changes that skipped all three.
What does installing it involve?
What you need, what the import adds, every step from the file to your first score, and the answers your IT team will ask for.
Ready to see it on your own data?
Try the full app free for 14 days, with no card. Or take the self-assessment first to see where you stand.