CRM management

A clean CRM your sales team can trust

Duplicates, bounced emails, people who changed jobs and empty fields slow every sales team down. We clean your CRM data, fill the gaps with fresh research and keep it up to date each month, in HubSpot, Salesforce, Pipedrive or a spreadsheet.

What you get

Duplicates merged

Matched across email, domain, company name and phone, not only exact email.

Bad emails removed

Every email checked; bounced and risky addresses marked or replaced.

Job changes caught

Contacts who left are flagged, and their replacement is found where possible.

Missing fields filled

Titles, phones, websites, industries and LinkedIn profiles researched and added.

Your CRM's structure kept

We work in your own fields and pipelines, with a change log you can review.

Monthly upkeep

Optional monthly clean-up so the data stays fresh.

Who it's for

  • Sales teams whose CRM has grown messy over the years
  • Marketing teams with high bounce rates on their email lists
  • Companies moving to a new CRM that want clean data on day one
  • Agencies managing CRM data for their clients

How it works

  1. 1ExportYou share an export or give us limited access to your CRM.
  2. 2AuditWe report duplicates, bad emails and empty fields, and agree what to fix.
  3. 3Clean and enrichWe fix the records and research the missing data.
  4. 4Import and upkeepClean data goes back into your CRM, with optional monthly upkeep.

Questions

Which CRMs do you work with?

HubSpot, Salesforce, Pipedrive, Zoho, Apollo and plain spreadsheets. Others on request.

Do you need full access to my CRM?

No. An export is enough. If you prefer us to work inside the CRM, a limited user account is all we need.

Will you delete my data?

Nothing is deleted without your approval. Duplicates are merged and bad records are marked first.

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