CRM Cleanup

One source of truth.

CRM says one thing. Spreadsheet says another. Nobody trusts the data.

Duplicates

Same customer exists 4 times. Merged properly.

Missing Data

Fields captured automatically.

Disconnected Systems

CRM talks to accounting.

Shadow Spreadsheets

Root cause fixed.

How it works

1
Audit - Map where data lives.
2
Clean - Deduplicate, standardize.
3
Connect - Integrations that sync automatically.
4
Sustain - Processes that keep it clean.

Investment

$3,000 - $12,000 depending on the mess.

Got a problem?

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