Cloud CRMs protect against their own hardware and platform failures, but they don’t always protect you from your own mistakes. Accidental deletions, bad imports, rogue integrations or disgruntled users can still remove data, so independent backups give you a way to recover quickly.

You start by answering a short online form about your backup. I review your answers and send you a simple risk summary, and you can then choose an optional technical check‑up where I inspect settings or you can follow my Part 2 Technical Backup Checklist  in your own systems

For most small businesses, daily automated backups are a good starting point, with more frequent backups for especially critical data. The key is to store backups separately from your main system, encrypt them, and test restores regularly so you know they actually work. For more high frequency data such as online orders data backup would be adapated to match.

A CRM/ERP backup audit is a structured review of how your business data is currently protected. It checks which systems you use, what backups exist, how often they run, where they are stored, and how quickly you could restore critical records if something goes wrong.

I work with popular platforms including Zoho, HubSpot, Pipedrive, Sage X3 and NetSuite, as well as related tools such as Xero, Sage and QuickBooks. Also website sand ecommerce. If you use a different system, the approach is the same, we review its export and backup options and recommend a safe approach.

Many businesses run several systems side by side, such as a CRM, accounting tool, helpdesk and project management app. In a technical backup audit, I can map where customer and business data is stored across these tools, then design a simple, joined‑up backup approach so nothing important is missed. This is where your data quality and a data inventory are key.