CRM rescue and cleanup
CRM rescue and cleanup for teams stuck inside a system someone set up badly and everyone stopped trusting. We untangle the pipelines, dedupe the data, repair or remove the automations nobody understands, and document what is actually true. You end with a CRM worth using again, or an honest recommendation to start over.
WHEN YOU NEED THIS
WHAT'S INCLUDED
- Full system audit: pipelines, fields, automations, integrations, user permissions
- Written diagnosis of what is broken and why
- Duplicate detection and data dedupe, verified on a copy before anything merges
- Pipeline and stage rebuild where the current ones do not match how you sell
- Automation repair, or documented removal with reasons
- Integration fixes: forms, calendars, inboxes, document flows
- Field dictionary: what every field means, who owns it, what fills it
- Reporting rebuilt on clean data
- Keep-vs-rebuild recommendation if rescue is not the honest answer
- Team walkthrough so the fixes stick
- Handoff documentation
WHAT'S NOT INCLUDED
- A platform migration (if rebuild wins, that is CRM implementation & migration)
- Ongoing administration (available on retainer)
HOW WE DELIVER IT
Every pipeline, automation, and integration inspected; written diagnosis.
FAQ
Honest answers to the questions that show up most.
That is what the audit week answers. If the foundation is sound we repair it; if starting over is cheaper and safer, we tell you and show the reasoning.
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View serviceBook a 30-minute scoping call.
We map the project, estimate the scope, and send a fixed-price proposal within 48 hours.