Real Clients, Real CRM Work
We clean up CRM data for teams in K12 software and insurance. These logos are our clients.
Clean CRM Data, Without Losing What Matters
Dead records pile up quietly in most CRMs. A contact who left the company two years ago still shows as an open lead. This means your team spends real time chasing people who were never going to buy.
We map, cleanse, and de-duplicate your CRM data using tools built for the job, not a manual spreadsheet exercise. Nothing is deleted without a mapped plan for where it goes instead.
What a CRM Data Cleanup Covers
Every data cleanup engagement includes the following:
Duplicate Detection
We find duplicate accounts, contacts, and leads across your CRM, not just the obvious ones.
De-duplication & Merge
We merge duplicate records without losing activity history, notes, or related data.
Data Standardization
We standardize formats and fields so reports and dashboards read the data consistently.
Structure Optimization
We map fields and structures to how your team actually uses the CRM today.
From Audit to Clean Data
Here is how a typical data cleanup engagement runs:
Assess
We audit your data for duplicates, inconsistencies, and dead records.
Map
We plan where every record type goes before anything is merged or removed.
Clean
We de-duplicate and standardize the data, in reviewed batches.
Verify
We confirm reports and dashboards read correctly against the cleaned data.
CRM Data Cleanup, Delivered
Two of the 45 published engagements where data cleanup was the job:
Why Teams Choose Us for Data Cleanup
What a CRM-only team gets you that a generic data-cleanup tool cannot:
CRM Is All We Do
We clean CRM data specifically, not spreadsheets in general, so we know what a record actually needs to keep working.
History-Safe
We merge and de-duplicate without losing activity history, notes, or related records.
We Sell None of Them
We are not paid a license margin on any platform, so the cleanup plan is based on your data, not a sales target.
Migration-Ready
A clean data set survives a platform migration. We plan the cleanup with that in mind.
See CRM Migration ↗Related CRM Services
Below are the services teams often pair with data cleanup: