CRM Cleanup Services
We clean up CRMs for a living.
Every fix has a receipt.
Duplicates, ownerless records, stale pipeline, missing amounts — found by deterministic rules with evidence, fixed in batches you approve, traced back to the integration that caused them. HubSpot and Salesforce.
Sound Familiar?
You don't need a platform migration. You need the data fixed.
- Pipeline reviews start with an argument about whose numbers are right
- An integration keeps creating duplicates faster than anyone merges them
- Records owned by people who left the company two quarters ago
- The marketing-contacts bill grows every renewal because nobody dares delete anything
- Lifecycle stages so unreliable that funnel reporting is fiction
- The last "cleanup project" lasted one quarter before the mess came back
What You Get
An audit with evidence, fixes with sign-off, and the engine when we leave
The audit report
Every finding carries its evidence: which rule fired, on which record, on which field values — including which integration created each duplicate. A document you can hand to leadership, not a vibe.
Reviewed fix batches
Merges, ownership reassignment, stale-pipeline triage, lifecycle corrections — every change ships as a dry-run plan with before/after values. You approve; then it applies. Nothing writes silently.
Root-cause repair
We fix the sync that creates the duplicates, the offboarding gap that orphans records, the forms that skip lifecycle stages — so the cleanup doesn't need repeating next quarter.
The engine, left behind
The open-source audit engine stays with you — re-run it weekly, gate your integrations with it, keep the drift visible. Apache-2.0, yours either way.
How It Works
Read-only first. Approval-gated always.
- Snapshot. A versioned export of your CRM — the baseline everything is compared against, and the rollback path if anything ever needs undoing.
- Audit. Deterministic rules across duplicates, ownership, pipeline integrity, field completeness, process conformance, and integration drift. Findings reviewed with you, with evidence.
- Approve & apply. Fixes in batches, each reviewed by someone who knows the accounts. High-risk operations (merges are irreversible) get the highest bar.
- Prevent. Root-cause fixes upstream, a create-gate for your integrations, and a scheduled re-audit so decay is detected in days, not quarters.
Want to see the methodology in detail first? It's all published — start with the step-by-step cleanup process and the 27-point audit checklist. We sell the hands, not the secret.
FAQ
Common questions
How long does a CRM cleanup engagement take?
The audit itself takes days — rule-based checks across a 50,000-record CRM run in minutes, and we review findings with you in the first week. The fixes typically take two to four weeks because every batch is reviewed by someone who knows the accounts before it is applied. Root-cause fixes to integrations are scoped per engagement; they are also what make the cleanup permanent.
What access do you need to start?
Read-only access. The audit never modifies a record — it produces findings with evidence. Write access becomes relevant only when you approve the first fix batch, and even then every change ships as a dry-run plan you sign off on. Many clients run the entire audit phase before granting any write scope.
Do you work with HubSpot or Salesforce?
Both. The audit engine connects to HubSpot and Salesforce read/write, plus Stripe read-only for billing reconciliation. The rules and the process are the same across platforms.
Will this create new process for our sales reps?
No. Plan approvals belong to whoever owns the CRM — typically one RevOps person reviewing batches like pull requests. Reps see exactly one new thing, if you opt into call capture: a proposed next step extracted from their own call, confirmed in one click. No new required fields.
What happens when the engagement ends?
You keep everything: the audit reports, the snapshots, the fixed integrations — and the engine itself, which is Apache-2.0 open source. Re-run the audit weekly on your own, with or without us. We win renewals by being useful, not by holding tooling hostage.
How much does a CRM cleanup cost?
It depends on record volume, the number of connected integrations, and whether root-cause work is in scope. The honest path: take the free Revenue Data Diagnostic, then talk to us — we scope from evidence, not from a rate card designed to anchor you.
Ready to build your GTM data foundation?
Book a 30-minute call. We'll map your current stack, identify the gaps, and outline what Stage 3+ looks like for your team.