CRM Data Cleanup Services
Deduplicate, standardize, and correct the records in your CRM.
Years of data entry by different people leaves most CRMs full of duplicate contacts, inconsistent fields, and stale records — which quietly makes every report pulled from that system a little less reliable than it looks.
We work through the CRM systematically: merging duplicate records while preserving activity history, standardizing fields and naming conventions, and flagging or correcting stale and outdated information, documenting the cleanup rules applied so your team can keep the data trustworthy going forward.
What we do
- Audit the CRM for duplicate records, missing fields, and inconsistent formatting
- Merge duplicate contacts and companies, preserving activity history
- Standardize fields (naming conventions, status categories, required fields)
- Update or flag stale records for review
- Correct obviously outdated contact information where verifiable
- Document the cleanup rules applied for future reference
What you receive
- Cleaned CRM data with duplicates merged
- Standardized fields across all records
- Documentation of cleanup rules applied
Typical turnaround
CRM cleanup timelines depend on database size — typically 1 to 3 weeks for a few thousand records.
Have a task holding up your project?
Send it to Trailhead. Tell us what you need done and we'll come back with a scope, timeline and price.