Free tool

Free Zoho health check: is your Zoho working for you?

Ten quick statements about how your business uses Zoho. Answer Yes, Partly or No and see your score, your three weakest areas and what fixes them. It takes about two minutes, and nothing is stored.

01Every enquiry, from web, email or phone, lands in Zoho CRM with an owner.
02You can see this month's pipeline and revenue without opening a spreadsheet.
03Duplicate contacts and accounts are rare.
04Your team works inside Zoho, not around it in side spreadsheets.
05Follow-up emails and reminders go out automatically.
06Invoices are raised from the deal or booking without re-typing anything.
07Proposals and agreements are sent and signed inside Zoho.
08You know which Zoho apps and seats you pay for but don't use.
09Automations fire reliably, and someone is alerted when one fails.
10A new starter could learn your setup from written documentation.
FAQ

About the health check

Is the health check really free?

Yes. There is no sign-up. You see your result on the page straight away.

Do you store my answers?

No. Your answers stay on this page while you use it and are not saved in your browser. They are only sent to us if you ask us to email you the report.

How is the score worked out?

Each statement scores 10 for Yes, 5 for Partly and 0 for No, for a total out of 100. The three lowest-scoring areas are shown first, with the fix for each.

What should I do with a low score?

Start with the three areas it shows. If you want them ranked by cost with a fixed quote to fix them, that is what the Ops Audit does. Not sure? Book a free 15-minute fit call first.

Want the gaps fixed, not just found?

Book a free 15-minute fit call. We'll tell you whether an audit is worth it.

Book a free 15-minute fit callPick a time that suits you. Times show in your time zone.
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