First 30 Days CRM Review

    Use this guide after your first 30 days with GEVADE CRM. The goal is to review what is working, what needs adjustment, and which account areas need better setup, testing, or support review.

    Who this guide is for

    • Account owners
    • Admin users
    • Operations managers
    • Teams that have completed initial setup
    • Businesses reviewing CRM usage after launch

    Review Areas

    1. Review user access

    Check active users, admin access, billing access, inactive staff, role changes, and permission issues.

    2. Review contact quality

    Check duplicate contacts, missing details, incorrect tags, assigned users, contact activity, and import issues.

    3. Review lead and pipeline activity

    Review lead sources, pipeline stages, stuck opportunities, lost leads, quote follow-up, booking movement, and owner assignment.

    4. Review workflows

    Check active workflows, trigger behaviour, duplicate workflows, stop conditions, message steps, and internal notifications.

    5. Review calendars and bookings

    Check booking volume, missed appointments, availability, reminders, reschedules, cancellations, and calendar sync issues.

    6. Review communication tools

    Check SMS, email, WhatsApp, phone, conversations, failed messages, bounced messages, unread replies, and usage awareness.

    7. Review AI-assisted tools where enabled

    Check AI responses, escalation rules, missing information, incorrect answers, handoff behaviour, and usage awareness.

    8. Review pages, forms, and funnels

    Check form submissions, redirects, notifications, contact creation, tags, source tracking, workflow connections, and mobile layout.

    9. Review reporting

    Check dashboards, filters, date ranges, lead source tracking, campaign activity, pipeline data, and missing records.

    10. Review billing and support questions

    Review invoices, payment details, optional services, usage-based services, support requests, and unresolved questions.

    When to Request Support

    Submit a support request if a problem affects live customers, multiple users, billing, workflows, message delivery, AI-assisted behaviour, imports, reporting, or account access.