CLEAN CRM — INTAKE

Clean up to 1,000 CSV rows and prepare a duplicate-review list
$99 one-time

1. Upload up to 1,000 rows and remove information unnecessary for cleanup.
Answer: 
2. Which column is the stable record ID?
Answer: 
3. Specify formatting rules and how ambiguous duplicates should be reviewed.
Answer: 

Required inputs: CSV export, field definitions, unique ID column and approved normalization rules
Deliverables: Cleaned CSV; duplicate/merge proposal; change log
Excluded: Automatic record deletion or merging, CRM login/import, personal-data enrichment and identity verification

One-time purchase; no renewal. One new package per service per calendar month. One consolidated revision requested within seven days of delivery. Target delivery: five business days after payment and complete inputs.  No guaranteed business outcomes.

Use your private Monthly Works workspace for customer files. Never include account passwords, payment details or unnecessary personal data.

File limits: up to five input files, each no larger than 3 MB. A source file is required for this service.