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ServicesCRM Cleanup & Foundation

CRM Cleanup & Foundation

Duplicate contacts, half-used properties and a pipeline nobody trusts. We rebuild the foundation everything else in HubSpot depends on.

Talk to us about CRM cleanup

A CRM is only useful when people trust it.

Duplicates pile up. Custom properties sit empty. The real pipeline lives in a spreadsheet, and nobody is sure which deals are still live.

Once trust goes, people stop updating the CRM, and the data gets worse. Cleaning it up and giving it a sound structure breaks that cycle.

What you get

Property and data clean-up
Every property audited, duplicates merged and the property set cut down to what you actually use.
Pipeline structure
Deal stages rebuilt around how you sell, so forecasts mean something.
Lifecycle automation
Contacts move from lead to MQL, SQL and customer automatically, on rules you agree.
Sales alignment
Clear field definitions, required fields at the right stages and a process sales will follow.
Handover documentation
What changed, why, and how to keep it clean.

How it works

  1. Audit

    We measure the state of your data and your portal's structure.

  2. Clean-up plan

    You agree the plan before any data changes.

  3. Execution

    Changes are made in stages, each with a way to roll it back.

  4. Handover and adoption

    Short training for your team and written documentation.

Why the foundation comes first

Reporting, automation, forecasting and sales adoption all depend on clean data and a sensible structure. Fix the foundation and everything built on it gets easier.

Talk to us about CRM cleanup

Tell us what you're seeing and we'll reply by email. We recommend starting with a Health Check, so the work is scoped against evidence before you pay for it.

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