CRM Auditor SaaS

Direct CRM Evaluation

Use your CRM session token or cookie, then run full agent evaluation for all organizations.

From Date To Date

Bearer Token (preferred) Cookie (optional alternative)

Page Size Max Pages Activity Limit

Use all organizations (default) Organization UIDs (comma-separated)

Ready.

Scoring Criteria (Editable Defaults)

These defaults are identical to the Python evaluation model and can be changed before each run.

Status Positive Status Negative Status Neutral Recovery To Positive Bonus Positive To Negative Penalty Manual Assignment Auto Assignment Meaningful Comment

Positive Keywords Negative Keywords Neutral Keywords

Status Overrides JSON (optional)

Or Upload Existing Workbook

Fallback mode: upload an evaluation workbook (example: agent_evaluation_last3m_weighted_clean_v2.xlsx)

Choose file or drag here

No workbook loaded yet.

Executive Metrics

Agents

Average Score

Top Score

Total Leads

Score is cumulative (raw). Compare agents fairly using Score/Lead column in sheets below.

Evaluation Sheets

Waiting for data

Top 10 Agents

No data

Rank	Agent	Score	Score/Lead	Leads	Positive	Negative

Bottom 10 Agents

No data

Rank	Agent	Score	Score/Lead	Leads	Positive	Negative

All Agents Evaluation

No evaluation run yet

Rank	Agent	Score	Score/Lead	Status Changes	Positive	Negative	Neutral	Manual Assignments	Auto Assignments	Meaningful Comments	Noisy Comments	Unique Leads	Lead IDs (Hyperlinks)

Comments (Human)

No comments loaded

Agent	Timestamp	Lead ID	Comment

Agent Activity Log

No activity loaded

Agent	Timestamp	Event Type	From Status	To Status	Lead ID	Comment / Note

CRM Auditor Enterprise