CRM CLEANUP PASS · FIXED SCOPE
Years of other people's imports. Duplicates everywhere, fields nobody defined, lifecycle stages that were never set up. We take the mess off your plate — every change logged and reversible, counts reconciled to ±0 — so you can show exactly what was done, row by row, if anyone asks.
New role, super admin access, and years of hands that didn't know the platform. Every contact marked as a lead. Properties nobody uses. Everyone expects you to fix it — nobody can tell you where to start.
You spent hours last week merging contacts by hand. This week there are more. Two reps called the same lead. Attribution doesn't add up.
Warming up since May, performance barely moves. A dirty base isn't the only cause of bad deliverability — but it's the one you can fix this week.
Acceptance criteria are agreed before work starts — and never softened afterwards.
Shape of a real change log entry (dummy data):
# changelog.csv — cleanup pass, demo dataset row_id,field,before,after,action 00412,email," [email protected] ",[email protected],trimmed_whitespace 01033,[whole row],dup_of:00412,,merged 02177,email,[email protected],EXCEPTION,plus-tag vs base address → your decision 03402,email,,EXCEPTION,null-key → excluded # scripted identity, ±0: input(1821) = clean(1183) + merged(10) + exc(628)
Numbers above are from a demo run on synthetic data — labeled as such, because inventing client cases is how this industry got its reputation.
Free samples (≤1,000 rows): inside 24 hours. Standard batches (≤10k): 1–3 working days. Larger volumes run as scoped pilot batches — the first batch sets the pace.
We prepare the data so those decisions become safe: staged values, documented rules, flagged conflicts. Platform configuration itself stays on your side — we don't touch production systems.
Honestly: our proven ceiling is 10k-record batches. Bigger bases run as a series of scoped batches after a paid pilot proves the rule set on a real slice of your data.
Anonymize it if you like — the method shows either way. If it's useful after that: pilot slices run $150–300, standard batches $300–800 per ≤10k records, deliver-then-invoice.
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Clean and map before the import — whatever gets imported now, you live with for years.