Clean CRM
CRM data cleanup / Clean CRM

Clean the export. Keep the decisions visible.

Give inconsistent contact data a controlled cleanup. Clean CRM standardizes approved fields across up to 1,000 CSV rows and prepares a separate duplicate-review list. Your source records stay intact, and uncertain matches remain decisions for you. Receive a cleaned CSV, proposed merges with supporting details and a change log before making any changes in your CRM.

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$99 one-time package · Clear scope before payment

CLEAN CRMPACKAGE AT A GLANCE

Clean up to 1,000 CSV rows and prepare a duplicate-review list

01Cleaned CSV
02duplicate/merge proposal
03change log

Your source material → a defined, reviewable delivery

Defined deliverablesCRM data cleanup
Five-business-day targetAfter payment and complete inputs
One included revisionSend your feedback within seven days
Why Clean CRM

A specific job.
A useful result.

Extra spaces, mixed formatting and repeated entries make a contact export harder to review. Yet similar names do not necessarily mean the same person, and merging records can discard useful history. A careful cleanup separates straightforward formatting changes from identity questions that deserve an owner's attention before import.

Built for small teams with an untidy contact export. Make your contact export easier to trust.

Understand the process →
When to use it

Made for the work on your list.

01 / use case

Standardize approved name and email formatting in a contact export.

02 / use case

Review possible duplicate organizations before a CRM migration.

03 / use case

Prepare a documented cleanup file while retaining every original record ID.

What changes

See the shape of the work.

Illustrative scenario, not a customer result or testimonial.

Explore the sample →
Starting point

Illustrative scenario: two fictional organization records differ only in spacing and email capitalization. Their owners and history may differ, so treating them as an automatic duplicate could erase information the business still needs.

Example delivery

Illustrative output: approved spacing and comparison formatting are standardized while both stable record IDs remain. A separate proposal identifies the matching fields and asks the owner to review record history before merging. The change log documents the cleanup, and no live CRM record has been modified.

Simple to start

Supply the context.
Review the work.

Export up to 1,000 rows, identify the stable record ID and define approved formatting rules. Remove personal information that is unnecessary for the requested cleanup.

Fields are normalized according to those rules. Exact and possible duplicate patterns are flagged separately, with uncertain matches preserved for review rather than automatically combined.

Receive the cleaned CSV, separate merge proposals and change log. Review the evidence and retain control of all record merges, deletions and imports in your CRM.

Full process & input checklist →
Clean CRM package
$99 one-time package

Clean up to 1,000 CSV rows and prepare a duplicate-review list

  • Cleaned CSV
  • duplicate/merge proposal
  • change log
  • One consolidated revision within seven days of delivery

One payment. No automatic renewal.

Prepare my brief →

USD. One new package per service per calendar month. Saving a brief does not charge you.