Fix your CRM once and for all.
We clean, merge, and organize your data so your team can finally trust it.
Stop wrestling with your CRM. Start closing deals.
Your revenue engine stalls when the data isn't trustworthy. We fix the root causes, not just the symptoms.
Dead or departed contacts
We detect role changes and departed employees, then identify the right replacement (new owner, new buyer, or gatekeeper) and redirect the relationship.
Company enrichment and corrections
We normalize company profiles (legal name, domain, HQ, industry, size), update locations and subsidiaries, and align duplicate entities under one clean record.
Duplicate records removed—safely
We merge contacts/companies/deals with deterministic rules, preserving activity history, notes, and ownership.
Ownership and routing that actually makes sense
Clear territory logic, clean round-robin history, and correct handoffs so leads don't fall between teams.
Complete, callable contacts
Missing or stale phones and emails are validated and filled where possible, so your next outreach connects.
Pipelines that reflect reality
We standardize stages, fix stuck deals, and repair automation so forecasts match what's really happening.
Every change is logged with before/after diffs.
Your team spends hours fighting the CRM instead of closing deals.
Duplicate contacts cluttering your database
Wrong owner assignments causing confusion
Missing phone numbers and contact details
Broken deal stages and pipeline chaos
Outlook not syncing with your CRM
Workflows firing incorrectly or not at all
Reports your team doesn't trust
We scope, fix, and optimise your entire CRM setup — not just the data.
Whether it's a broken integration, a workflow that never worked, or a system your team has stopped trusting — we take the full scope off your plate.
CRM Configuration & Optimisation
Full review of your CRM setup — modules, fields, pipelines, and dashboards rebuilt to match how your team actually works.
Custom Integrations & Workflows
Connect your CRM to the tools your team uses — email, calendar, Zoom, Slack — and automate the handoffs between them.
Performance & Security Review
Audit who has access to what, check your API connections for risk, and validate compliance with GDPR, PDPA, or APPI (Japan).
Training & Handover
Every engagement ends with a documented handover — best-practice guidelines, recorded walkthroughs, and your team trained to keep it clean.
We perform a full CRM data cleanup — built for SMBs using HubSpot, Zoho CRM, Freshdesk, and Pipedrive.
Audit and plan
Safe deduplication
Field standardization
Email & phone validation
QA and before–after reporting
Why Teams Hire Us
Save Time
Stop wasting hours on manual data cleanup and focus on revenue.
Improve Accuracy
Get reliable data that your team can actually trust and use.
Boost Adoption
When data is clean, teams actually want to use the CRM.
Better Handoffs
Seamless transitions between marketing, sales, and support.
How we work — same process, any scope
Scope call
We map your requirements and agree on deliverables
Fixed quote
You get a clear price — no hourly surprises
Execution
We work inside your CRM with before/after tracking
Handover
Full documentation + team training session
What customers say after cleanup.
Priya S.
Head of Sales
"Reports finally match reality. Our pipeline reviews went from chaos to clarity."
Daniel R.
RevOps Manager
"We recovered thousands of duplicates and got clean owner assignments in a week."
Aisha K.
Marketing Lead
"Marketing attribution works again. Leads stop slipping through the cracks."
Choose the Plan That Fits Your CRM Goals
From one-time cleanups to ongoing RevOps management — keep your CRM clean, automated, and reliable.
Starter
Perfect for small teams before a campaign or audit.
one-time
- Full CRM data audit (contacts, companies, and deals)
- Duplicate detection & merge
- Field mapping & data standardization
- Validation of bounced/invalid contacts
- "Before & After" cleanup report
Growth
Cleanup + automation for faster, smarter operations.
one-time
- Everything in Starter
- Workflow setup (lead nurturing, notifications, internal tasks)
- Lifecycle stage segmentation (Lead → MQL → SQL → Customer)
- Property organization + dashboard cleanup
- Deliverability & contact health optimization
Scale
For growing teams needing continuous CRM & RevOps support.
/month
- Everything in Growth
- Monthly CRM health checks
- Workflow optimization
Scale
For growing teams needing continuous CRM & RevOps support.
/month
- Everything in Growth
- Monthly CRM health checks + hygiene maintenance
- Workflow optimization & automation support
- Integration setup (Zapier, Notion, Airtable, etc.)
- Custom dashboards & leadership reporting
- Continuous improvement & documentation
Optional Add-ons
Contact enrichment
LinkedIn + email verification
HubSpot workflow migration
Transfer workflows between portals
Multi-CRM data sync setup
Keep multiple systems in sync
Performance & Security Review
$799
Access audit, API security & GDPR/PDPA compliance check
- • User access & permission audit
- • API integration security check
- • Data exposure & compliance review
- • RBAC recommendations
- • CRM speed & load diagnostics
Custom Integrations & Workflows
$799
Connect your CRM to any tool and automate your team's processes — built to your exact requirements
- • Calendar (Google, Outlook) integration to CRM & Calendar Sync
- • Custom workflow automation (lead routing, notifications, tasks)
- • Third-party app connections (Slack, Zoom, WhatsApp, etc.)
- • Webhook & API integration setup
- • Custom module & field logic configuration
All plans include secure access setup, full confidentiality, and optional add-ons for extra integrations or marketing systems.
Frequently Asked Questions
Ready to make your CRM usable again?
Get a 10-minute review, cleanup plan, and exact quote — no obligation.
Book Your Free Audit Call →