By the end of this guide you will have completed the health scan of your existing ERP/CRM and received your health report with improvement suggestions.
Before you start
A respondent who uses your current system (Odoo/Zoho/abas) daily
Step by step
Describe your current system State which system, version and user count you run — questions adapt to your system.
Answer the department scans Each department is scanned for usage depth, data quality and pain points.
Review the health report The report prioritises healthy areas, risks and quick wins. Download the PDF and share.
🎬 Video guide
The video walks through all Smarty modules for the selected product — switch products above.
Frequently asked
Do you connect to my system for Checkup?
No — the scan is declaration-based; you can optionally have findings verified by a consultant.