Audit · guide
What to export for the audit, and how
Three or four files from your CRM covering the last three to six months — and the agent can follow a customer from first contact to money.
- 3–4 filesdeals, leads, calls
- CSV or Excelstraight from the software
- As isnothing cleaned up or renamed
What we need
| What | Why |
|---|---|
| Deals — all of them, including closed and lost | where customers wait and at which step they leave |
| Leads or enquiries | how many arrive, from where, and what happens to them in the first hours |
| Calls (call details) | when customers get an answer and a call back |
| If you can: tasks, invoices, a rota or timesheet, a statement of recurring payments | workload, the road to payment, subscriptions that do nothing |
Do not clean anything up and do not rename columns. We need the messy rows and your own column names as they are. PDFs and screenshots will not do — the agent cannot count from them.
We do not need access to your CRM, and we do not need passwords.
Bitrix24
On a paid plan a key is easier. We then see the stage history and the time to first response, and less personal data reaches us. A key instead of exports
Deals and leads
- Open the listCRM → Deals (or Leads) → switch to the List view: export only works from there.
- Clear the "in progress" filterClosed deals must be in the list too. Period: three to six months.
- Start the exportThe gear icon at top right → "Export Deals To CSV" (or "To Excel").
- Tick all fields"Export all deal fields" and "Export all contact and company fields" — the file will then include your own custom fields: survey date, reason lost and the like.
- Leave SKUs untickedWith "Export detailed SKUs" one deal takes up several rows.
- Download the file"Run", then download.
Calls and stage history
Exporting needs the export permission; the export is recorded in the CRM history, where an administrator can see it.
Kommo and amoCRM
- Show all stagesPipelines → All leads → "Search and filter" → all stages. Without this, closed leads are left out of the file.
- Start the exportThe "…" menu at top right → Export → CSV or Excel → by the active filter.
- Send every fileOne file may hold no more than 500 records, so the software may hand you several.
- Download straight awayThe finished file is kept for three days.
No Export button means the user lacks the export permission: an administrator switches it on in the user settings.
What we do with the data
Stays as it is
- Deal numbers, amounts and dates
- Your own staff
- Company names
Replaced before the review
- Customer names — with "Client 0001"
- Phone numbers and email addresses — with placeholders
- Dates of birth — removed
The same person gets the same number in every file, so the links between files survive. What the software does not catch: a name or phone number typed into a free-text comment. If your comments hold a lot of personal detail, export without that column.
Where the data is processed and when it is deleted is agreed in writing before you send anything.
What happens next
- QuestionsThe agent goes through the files and puts up to twelve questions to your people — about what is not in the files. Name one person who will pass them to whoever knows.
- The reportAfter the answers the agent writes the report, and one of us checks it. What it looks like: see the sample reports.
- The decisionWhat you do with the report is up to you.
The menu paths come from the vendors' help pages as of October 2026. If an item has a different name on your screen, or the button is missing, tell us and we will sort it out.
This is a review of how the company works, not an audit of financial statements.
Ready to try? Request a free audit: we will reply and agree on how to hand over the data.