CRM Cleanup & Automation
The problem
Leads live in inboxes and spreadsheets
When your website, events, and CRM aren't connected, follow-up depends on memory. Leads go cold and nobody trusts the data.
Sound familiar?
- Form fills land in an inbox, not the CRM
- Trade show scans sit in a spreadsheet
- Duplicate and outdated records
- Nobody knows who owns which lead
Our solution
One clean record for every lead
We clean and organize your contacts, connect your website forms and events, and set up simple rules that tag and route each new lead.
Capabilities
CRM cleanup
Duplicates merged, records fixed, contacts organized.
Lead capture
Website forms, booth scans, and inquiries go straight into the CRM.
Lead scoring & routing
Each lead tagged and sent to the right person.
Marketing integrations
Website, email, and sales tools on one record.
Customer segmentation
Lists built from what customers bought and when.
Team training
Your team knows how to keep it clean.
Where AI fits
AI helps find duplicates and fill gaps in records. Anything that must be predictable runs on plain rules.
What you get
- Cleaned contact database
- Connected forms and events
- Routing rules
- Customer segments
- Short how-to guide for your team
What we measure
- Leads with a known source
- Time to first follow-up
- Duplicate records
- Leads lost
We agree targets with you during discovery, based on your data and goals.
How the engagement runs
About our approach- 1
Discover
Review your CRM, forms, and how leads move today.
- 2
Strategize
Agree fields, segments, and routing rules.
- 3
Build
Clean, connect, and test.
- 4
Optimize
Check data quality monthly.
Questions
Which CRMs do you work with?
HubSpot, Salesforce, and most common tools. If you don't have a CRM, we'll help you set one up.
How long does it take?
Usually the first three to four weeks of the engagement.
Are we locked in?
No. Everything is built in your accounts, documented, and yours.
Often paired with
Customer Re-engagement & Nurturing
Win-back and follow-up emails that bring past customers and quiet leads back.
Reporting & Dashboards
One monthly report showing which marketing brings in customers, and what to do next.
Get more from what you already have.
Start with a free 30-minute call. You'll leave knowing what to fix first.