HubSpot
Read-only connection through a private app.
Datixa · Features
Everything the CRM data check-up reviews
Datixa analyzes your CRM in read-only mode and measures your data quality across seven areas. You get a score, the critical issues and a prioritized action plan.
Three ways to connect your data
Creatio
A dedicated read-only user.
Your exports
CSV or Excel: accounts, contacts, follow-ups, orders, whatever your CRM.
A complete diagnosis
The seven review areas
01
Data quality
- Company and contact duplicates
- Incomplete records
- Invalid emails and phone numbers
02
Sales pipeline
- Deals with no close date or no amount
- Deals stuck at the same stage for a long time
- Distorted forecasts
03
Follow-ups and activities
- Overdue follow-ups
- Follow-ups with no owner
- Duplicated follow-ups
04
Adoption
- Records with no owner
- Records per user
- Inactive accounts
05
GDPR compliance
- Contacts with no interaction for more than 3 years
- Consent to marketing outreach
- Sensitive data in free-text fields
06
French company data
- SIREN and SIRET (French company identifiers) checked against the SIRENE register
- Closed companies detected
- Branches linked to their head office
07
Configuration
- Misused picklists
- Unused fields
- Manually typed values
What you receive
- An overall quality score and a score per area
- Critical issues, clearly explained
- A prioritized action plan
- A detailed appendix listing the affected records
- A 30-minute review call with an IKKI Conseil expert
Your data stays under control
Read-only
Nothing is changed in your CRM.
Files deleted
Your files are deleted after the analysis.
A GDPR framework
A GDPR data processing agreement covers every check-up.
FAQ
Frequently asked questions about features
How long does a check-up take?+
Allow a few days between granting access to your data and the review call. We agree on the schedule with you.
Do I need technical skills?+
No. We guide you to create read-only access or prepare your exports.
My CRM is neither HubSpot nor Creatio?+
The check-up still works from your CSV or Excel exports. We review your accounts, contacts, follow-ups and orders, whatever your CRM.
Does Datixa fix my data?+
No. The check-up measures quality and recommends actions. You make the fixes, or IKKI Conseil supports you through a separate engagement.