HubSpot, Creatio or your exports · No technical skills needed

Datixa · CRM check-up

Measure. Fix.Perform.CRM data quality audit for HubSpot, Creatio and your exports

Duplicates, incomplete records, invalid company IDs, missed follow-ups, contacts outside GDPR rules: Datixa measures the quality of your data, calculates a score and gives you a prioritized action plan for a CRM that performs.

Your data stays privateFree during the beta
BeforeNeeds fixing
ACME inc.j.doe@acme
Acme Incj.doe@acme.com
-sara@x.io
BigCo-
bigco SAops@bigco
Score42 / 100
AfterReliable
Acme Inc.j.doe@acme.com
Sara Linsara@x.io
BigCo SAops@bigco.com
Initechmilton@initech.com
Globexcontact@globex.com
Score94 / 100

Illustrative example, before and after cleanup

How it works

Two ways to get started

Coming soon: self-service online analysis

In development

  • Upload your CSV or Excel exports, whatever your CRM.
  • Automated analysis of your data quality.
  • Run the analysis yourself, at your own pace.

In the meantime, the full check-up with an expert is available during the beta.

Beta

Full CRM check-up

Free during the beta, limited spots

  • Read-only connection to HubSpot or Creatio.
  • Another CRM? Send your exports: accounts, contacts, follow-ups and orders.
  • A report with a score, critical issues and priority actions.
  • A 30-minute review call with an IKKI Conseil expert.
Request a full check-up
See pricing

What is Datixa?

Datixa is a CRM data quality audit tool published by IKKI Conseil, a CRM integrator based in Marseille, France, Creatio certified and HubSpot partner. It analyzes your CRM in read-only mode (HubSpot or Creatio connection, or CSV and Excel exports). It detects duplicates, incomplete records, invalid SIREN/SIRET numbers (French company identifiers), closed companies, overdue follow-ups and contacts to purge under the GDPR. It then calculates a quality score and a prioritized action plan. It is designed for French SMEs and mid-sized companies.

A concrete diagnosis

What the CRM data audit checks

The full check-up assesses the health of your CRM, from your exports or a read-only connection.

Data quality

Duplicates, incomplete records, email and phone formats.

Sales pipeline

Stalled deals, deals with no close date or no amount.

Follow-ups and activities

Overdue, forgotten or duplicated follow-ups.

Adoption

Records per user, records with no owner.

GDPR compliance

Contacts inactive for more than 3 years, consent.

French company data

SIREN and SIRET (French company identifiers) verified, closed companies detected.

Configuration

Misused picklists, unused fields.

See all features

SIRENE and CNIL

A CRM audit built for French companies

Checks rely on official sources, including SIRENE (the French national company register), and on guidance from the CNIL (French data protection authority). French company verification, SIRET enrichment and attention to inactive contacts: specifics that most international tools ignore.

GDPR alerts help you prioritize your reviews. They do not replace a legal audit.

The hidden cost of bad data

Unreliable data ends up costing you deals.

Duplicates split your pipeline. Inconsistent picklists distort your dashboards. Missing company IDs slow down account qualification.

A distorted pipeline

Duplicate accounts and poorly filled deals blur your forecasts.

Missed follow-ups

Scattered or overdue activities let opportunities slip away.

Misleading dashboards

Inconsistent picklists make your metrics hard to compare.

You stay in control

Your data, handled with care

Read-only

Your data is never modified.

Files deleted

Your files are deleted after the analysis.

A GDPR framework

A GDPR data processing agreement covers every full check-up.

Certified expertise

Analysis performed by a certified CRM integrator.

Who is behind Datixa?

IKKI Conseil

A CRM integrator based in Marseille, France, Creatio certified and HubSpot partner. We know data, and we know the daily work of the teams who use it.

Discover IKKI Conseil

FAQ

Frequently asked questions about CRM audits

Is it free?+

The full check-up is free during the beta, with a limited number of spots.

Is my data secure?+

The connection is read-only. Your files are deleted after the analysis. A GDPR data processing agreement covers every full check-up.

What does the full check-up include?+

It reviews your data, pipeline, follow-ups, adoption and CRM configuration. You receive a report, then a 30-minute review call with an IKKI Conseil expert.

My CRM is neither HubSpot nor Creatio. Can you still help?+

Yes. We work from your exports: accounts, contacts, follow-ups and orders. No need to change CRM.

Who fixes the issues afterwards?+

You stay in charge of the fixes. If you wish, IKKI Conseil can support you through a separate engagement.

How do you measure CRM data quality?+

Quality is measured on concrete criteria: duplicate rate, record completeness, valid emails, phone numbers and company IDs, overdue follow-ups and inactive contacts. Datixa checks each of these points and combines them into a quality score, with a prioritized action plan.

What is a HubSpot or Creatio audit?+

It is a full review of your HubSpot or Creatio database: data, pipeline, follow-ups, adoption and configuration. Datixa runs this audit in read-only mode, without changing anything in your CRM, and delivers a report with critical issues and priority actions.

Why does CRM data degrade over time?+

The causes are well known: duplicates created at data entry, poorly prepared migrations, no entry rules, and sales reps who leave behind orphan records. Without regular checks, quality naturally declines and your metrics become unreliable.

Free beta · Limited spots

Request a full check-up

Tell us about your CRM. An IKKI Conseil expert will get back to you to prepare your diagnosis.

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Your CRM deserves better than doubt.