1
Your Tools
2
Questions
3
Your Score
What tools does your organization use?
Select all that apply. We'll identify integration gaps between them.
Salesforce
CRM
HubSpot
CRM
🏛️
Fonteva
AMS
🏛️
iMIS
AMS
🏛️
MemberSuite
AMS
🏛️
Personify
AMS
Mailchimp
Email
Constant Contact
Email
Asana
Project Mgmt
Monday.com
Project Mgmt
Jira
Project Mgmt
QuickBooks
Finance
💰
NetSuite
Finance
Google Workspace
Sheets / Drive / Docs
Microsoft 365
Excel / SharePoint
Slack
Collaboration
MS Teams
Collaboration
⚖️
Clio
Legal
0 tools selected
A few quick questions.
This helps us calibrate your score to organizations like yours.
Under 50
50 – 150
150 – 300
300+
Under 5 hours Mostly automated, occasional CSV exports
5 – 15 hours Regular cross-system data pulls and pivot tables
15 – 30 hours Re-keying data between systems is someone's core job
30+ hours Multiple people reconciling reports across systems every week
1 – 2 systems
3 – 4 systems
5 – 6 systems
7+ systems
1 system Everything flows from one source of truth
2 – 3 systems A few manual entries after the initial setup
4 – 5 systems Onboarding involves a checklist across multiple tools
6+ systems Someone spends hours setting up each new person everywhere
Very confident Data is live and trusted across the org
Somewhat confident Usually accurate, but we double-check before presenting
Not very confident Numbers sometimes conflict depending on who runs the report
We don't trust our numbers Leadership regularly questions whether reports reflect reality
0
/ 100
Category Breakdown
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What your dashboard could look like

Your score shows what's broken. The full analysis shows what to fix first.

We'll review your results and send a personalized breakdown: which gaps are costing you the most time, what to fix in what order, and a concrete action plan — written specifically for your org, by a human.

Got it — we're on it.

We'll review your score, identify the highest-impact gaps, and send your personalized breakdown within 24 hours. Check your inbox.

or
See what a full findings report looks like →

Scores are based on industry benchmarks for common tool combinations and operational patterns.
Your full analysis includes a hands-on review of your specific workflows and data flows.

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