Niravu Atlas

Zoho CRM System Intelligence.
Ready in minutes.
Immediately actionable.

A scored system assessment with prioritized findings, an architecture map, and a complete data export
— in minutes, not months.

No credit card required · Read-only access · Results in minutes


Niravu Atlas report card

v1.6 · Zoho CRM
76
Proficient
Architecture83
Automation83
Governance69
Reliability67
Top 3 actions
High No backup configuration detected
Medium Cross-system ownership collision detected
Medium Access concentrated in one role profile
How it works

Connect. Scan. Act.

Atlas reads your CRM configuration through a secure, read-only API connection. No customer data is ever accessed — only metadata.

01

Connect your Zoho CRM

Authorize via OAuth 2.0 with granular scopes you approve. Atlas reads only configuration metadata — module structures, field schemas, automation rules, user profiles, and relationship mappings.

02

Atlas scans your architecture

The scoring engine maps thousands of dependency edges, inventories every field, workflow, and user account, and evaluates your system across four weighted dimensions using deterministic logic.

03

Get your scored assessment

A comprehensive report with your composite score, prioritized findings, architecture map, and recommended actions — delivered in minutes. Run again after making changes to track progress over time.

What Atlas delivers

Everything you need to understand your CRM

Weighted composite score

Four dimensions scored 0–100 with band classifications from Critical to Exceptional. Your overall score shows exactly where you stand.

Prioritized findings

Specific observations with severity ratings and recommended actions. High, Medium, and Low — work through them in order of impact.

Architecture map

Visual diagram of module relationships, field density, and data flows organized by function — from core CRM to specialized modules.

Data export package

Six CSV files and an XLSX workbook covering modules, fields, automation, users, picklists, and findings — ready for Excel or scripting.

Run-over-run comparison

Track score changes across scans. See resolved findings, persistent issues, and new findings that emerge after configuration changes.

User access matrix

Complete roster with roles, profiles, admin status, and login activity. Active and inactive accounts surfaced with security recommendations.

System architecture

Your CRM's blueprint, visualized

Atlas maps every module, relationship, and dependency into a layered diagram organized by operational function.

Engagement / origination
Campaigns
Core CRM operating model
Leads
Contacts
Accounts
Deals
Activity / coordination
Calls
Tasks
Meetings
Commercial / delivery support
Products
Invoices
Estimates
Specialized / adjacent
Projects
Cases
Quotes
Price Books
Support Tickets
Architecture map · Included with Enterprise plan
Scoring model

Four dimensions, one composite score

Each dimension is weighted by its impact on system health. Evidence is extracted directly from your CRM and scored on a normalized 0–100 scale.

Architecture

30% weight

Module structure, field density, layout coverage, relationship complexity, and structural integrity across your data model.

Automation

25% weight

Workflow rules, custom functions, buttons, templates, validation rules, and automation coverage across modules.

Governance

20% weight

Role assignments, profile coverage, active user rates, admin concentration, and authority observability.

Reliability

25% weight

Backup posture, ecosystem alignment, internal stability, cross-system ownership clarity, and configuration integrity.

90–100
Exceptional
Best-in-class
80–89
Strong
Minor gaps
70–79
Proficient
Room to grow
60–69
Developing
Needs attention
45–59
Needs work
Significant gaps
0–44
Critical
Immediate action
Findings & action plan

Prioritized by severity and impact

Atlas doesn't just score — it tells you what to fix, in what order, with specific actions for each finding.

Severity
Finding
Category
High
No backup configuration detected
Reliability
High
7 users have System Administrator access
Governance
Medium
Cross-system ownership collision detected
Reliability
Medium
3 workflow rules are failing silently
Automation
Medium
4 modules with no activity in 90+ days
Architecture
Low
214 unused custom fields across 6 modules
Architecture
Security

Your data never passes through an AI model

Every score and recommendation is produced by deterministic, rules-based logic. Atlas reads only configuration metadata — never your records, contacts, or business data.

Read-only API access
OAuth 2.0 authentication
Metadata-focused
TLS 1.2+ encryption
No stored passwords
Deterministic scoring

What does your CRM score?

Connect your Zoho CRM and get your system assessment in minutes.

Free · No credit card · Results in minutes
NIRAVU

A Zoho CRM intelligence product by Aspen94 · Zoho Advanced Partner