// RevOps
CRM Audit
A periodic health check of a CRM's users, permissions, data quality, workflows and reporting.
In depth
A basic CRM audit reviews users and seats, permissions, tracking setup, GDPR/consent settings, security (two-factor authentication), data hygiene, marketing contact usage, workflow cleanliness, and report/dashboard clutter. Best run quarterly by a super admin; essential immediately after inheriting a portal from a previous owner.
Related terms
CRM Data Hygiene
The ongoing discipline of keeping CRM records accurate, deduplicated and complete.
Role-Based Access
Permission levels in a CRM tied to a user's role, controlling what they can view, edit or delete.
Two-Factor Authentication
A login security step requiring a second verification (code, app, key) beyond just a password.