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CRM Data Health Assessment
Find the CRM data problems you need to fix first.
Connect a supported CRM and Insycle starts assessing it after the initial sync. More than 30 checks reveal common problems across duplicates, formatting, completeness, consistency, and more; nightly snapshots show whether the cleanup is working, and every finding links to the repair.
30+ diagnostic checksRefreshes automatically every nightEvery finding routes to a fix
Health Assessment · Sample CRM
Records with identified issues6,184of 24,890 records assessedRecalculate
Duplicate1,247
Poorly formatted2,816
Invalid394
Low-quality683
Inconsistent1,109
Business validation428
Incomplete2,032
Undefined216
Category counts describe issues. A record with several problems can appear more than once.
Captured overnight30+ checks
Health first. Integrity always.
Find the problems first. Then turn recurring fixes into governed standards.
The Health Assessment identifies universal data-quality issues and the problems you explicitly configure. When the same issues keep returning, Data Integrity helps you define what right looks like, apply it continuously, and measure whether it holds.
The verdict problem
“How bad is our data?”, and everyone answers with a feeling.
Every team sees symptoms. Segments come up short. Reports need caveats. Sales keeps a private spreadsheet. But nobody can size the problem, so the answer becomes a shrug, a guess, or an audit project that is stale before it is presented.
Unsized problems do not get budget, sequence, or urgency. The useful starting point is a baseline: this many affected records, these issue categories, these priorities, followed by tomorrow’s number to compare against it.
Issues ranked by categoryCounts and percentagesOne-click repair routes
What the assessment finds
Thirty-plus checks, organized into eight impact-ordered categories.
Group and filter the findings by category, use case, priority, or audience. Each issue row shows the record type, affected count, percentage, description, and the route to review it.
Duplicate Data
Records that may represent the same person, company, account, or other supported object.
Poorly Formatted
Values such as ALL-CAPS names, inconsistent phone formats, or presentation-breaking text.
Invalid
Values that do not satisfy a valid pattern, such as malformed names or short postal codes.
Low-Quality
Records or values that may be stale, disposable, generic, or inappropriate for active use.
Inconsistent
Different values that should express the same concept, such as country names and abbreviations.
Business Validation
Records that violate an operational rule your organization expects the data to satisfy.
Incomplete
Records missing the fields needed for segmentation, routing, reporting, or customer context.
Undefined
Issues that have not yet been classified into one of the established quality categories.
Why the category totals can exceed the affected-record count
One record with three problems appears in three categories. Category totals measure issue occurrences; the top-line count measures distinct records with at least one identified issue.
See it in action
A quick look at the CRM Data Health Assessment.
From finding to fix
Click Review. Land on the exact work, not another dashboard.
Suppose the assessment finds 1,847 contacts with improperly formatted first names. Review opens Transform Data with the relevant template loaded. The matching records are ready to inspect, and the correction is ready to preview before anything changes.
Other findings route to the module that owns the repair. The assessment stays focused on diagnosis and prioritization; each product page owns the mechanics of the fix.
Health Assessment · Poorly Formatted
ContactsFirst name is all uppercase1,847Review
Opens the configured repair
Transform Data · loaded automaticallyFormat first name: CapitalizeTemplate ready
BeforeALEXPreviewAlex
Preview before updateOne click from finding
Your Data Health Over Time
HistoryLast 12 weeksIntervalWeekly · Mondays
Tuesday importIssue count jumped
Week 1Week 6Week 12
Historical assessment available by dateProgress made visible
The report card
Watch the counts fall, and catch the spikes.
Issues Over Time turns a cleanup into evidence. Each category carries a twelve-week history, using weekly averages captured on Mondays. For databases connected for fewer than ten days, the chart starts with daily intervals.
A spike gives the team a date to investigate: Was there an import? Did a form change? Did another system start writing a new value? The chart becomes both the early warning and the proof that the response worked.
Use the date selector to load the full assessment from a previous date and compare periods. The trend chart itself continues to show the rolling history.
Your rules belong on the scoreboard too
Track the problems only your database has.
The built-in checks cover common CRM problems. Your organization has its own: an integration’s fingerprint, a legacy convention, a field that must satisfy a particular business rule.
Build a saved template that finds the condition, classify it by category, use case, priority, and audience, then add it to the Health Assessment. It is counted and trended beside the built-in checks.
Current product boundary: custom templates from most modules can be added; Magical Import and Cleanse Data templates are exceptions.
Template Settings · Assessment classification
TemplateOpportunity missing renewal owner
CategoryBusiness ValidationUse caseRenewal managementPriorityHighAudienceCustomer Success Ops
Included in Health AssessmentCounted nightly and added to Issues Over TimeOn
Where the Health Assessment fits
Use the assessment to get your bearings. Use Data Integrity to keep your strategy holding.
These experiences are connected, but they answer different questions. The progression moves from a free point-in-time verdict, to ongoing diagnosis and repair, to continuous conformance with your organization’s definition of right.
CRM Data Grader
“How healthy is the CRM right now?” Get one free grade and a breakdown of the issues affecting it.
Get your free gradeHealth Assessment
“What is wrong with our data?” Find common and configured issues, prioritize the work, open the repair, and track counts over time.
You are hereData Integrity
“Does our data follow our strategy?” Declare right in Blueprints, apply it with Data Logic, and watch coverage and drift through Observability.
Explore Data IntegrityWhat a measurable baseline unlocks
Turn cleaner data into outcomes every team can recognize.
Segments and personalization
Give filters and messages consistent values to work with.
Standardize CRM DataCustomer experience
Stop duplicate identities from creating conflicting outreach and context.
Eliminate DuplicatesScoring and routing
Feed assignment logic complete, consistent, trustworthy fields.
Explore AssignForecasts and reporting
Give every caveated dashboard a visible quality baseline.
Maintain Data IntegrityCross-team alignment
Replace competing opinions with one shareable set of counts and trends.
See the proofHow it works, honestly
Nightly and automatic, and precise about what “today” means.
The Health Assessment analyzes your CRM after the overnight sync. It is a daily instrument, not a live ticker, and the report displays its capture date. The initial assessment becomes available after the connected database finishes syncing.
Previous-night snapshot
The standard view refreshes automatically after the overnight sync and provides a stable daily baseline.
Recalculate the full assessment
Temporarily load today’s numbers. A large database may need several hours to complete the refresh.
Refresh one issue faster
Use the Recalculate action on a single row when you need to validate one fix without refreshing everything.
Return to the nightly baseline
After leaving the page, the report returns to the previous night’s snapshot and continues its normal rhythm.
Assessment questions
The questions teams ask before connecting their CRM.
How do I audit my CRM's data quality?
Connect a supported CRM to Insycle. After the initial sync, the Health Assessment automatically checks for more than 30 common issues, organizes the findings into eight categories, and shows the records and percentage affected. It refreshes nightly, and each issue links to the Insycle module and template that can resolve it.
What does the CRM Data Health Assessment check?
It checks for Duplicate Data, Poorly Formatted Data, Invalid Data, Low-Quality Data, Inconsistent Data, Business Validation issues, Incomplete Data, and Undefined issues. One record can appear in several categories when it has several problems, so category totals count issues while the top-line number counts affected records.
Is the CRM Data Health Assessment free?
The Health Assessment is available during the Insycle free trial, with no credit card required. The assessment identifies and prioritizes the work; the Review links open the Insycle product tools used to preview and perform the fixes.
Which CRMs does the Health Assessment support?
The Health Assessment is designed around CRM-neutral data-quality checks and runs for supported CRM platforms connected to Insycle. Available record types and assessment templates can vary by integration, so check the integration directory or confirm current support for your platform with Insycle.
How current is the Health Assessment data?
The standard report reflects Insycle's previous overnight sync, and the capture date is displayed in the assessment. Recalculate can temporarily refresh the complete assessment with today's data, although large databases may take several hours. Recalculating one issue row is usually faster. When you leave the page, the report returns to the previous night's snapshot.
What is the difference between the CRM Data Grader and the Health Assessment?
The CRM Data Grader is a free standalone snapshot that gives you an overall grade and issue breakdown. The Health Assessment is an in-product diagnostic that refreshes nightly, tracks 30+ built-in and eligible custom checks over time, and routes each finding to the relevant repair workflow.
What is the difference between the Health Assessment and Data Integrity?
The Health Assessment finds universal and explicitly configured data-quality problems, the records you have described as wrong. Data Integrity evaluates records against your Blueprints, measures coverage and drift, and helps apply your organization’s definition of right continuously. Use the Health Assessment to get your bearings and Data Integrity to keep your strategy holding.
“The ability to scan and surface data quality issues gives us immediate visibility into where problems exist and how widespread they are.”
Ronak S. · Associate Marketing Automation · Enterprise
G2 reviewTrusted by teams that depend on CRM data
Teams across sales, marketing, and IT trust the numbers in their CRM again.
Luis V.Director of Revenue Operations · Mid-MarketAlena S.Growth Operations Manager · Mid-MarketZachary K.Marketing Operations Manager · EnterpriseCharlotte M.Global CRM Manager · Mid-Market
Keep exploring
Other ways to size the opportunity
Replace the feeling with a baseline
Connect your CRM and get the counts, categories, and ranked worklist.
The Health Assessment starts after your initial sync, then refreshes every night. See the scope, prioritize the cleanup, and open the exact repair.
The assessment helps you see
Data Integrity keeps the strategy holding.
When the same issue returns, turn the repair into a governed standard: define right in Blueprints, apply it with Data Logic, and monitor coverage and drift through Observability.
Move from cleanup to governance