A CRM your team can actually trust.
Duplicates. Missing phone numbers. Deals that haven't moved in months. Contacts nobody remembers adding. When the CRM is a mess, nobody uses it, and when nobody uses it, leads fall through the cracks. AI agents clean it up, keep it clean, and automate the follow-up it was supposed to do all along.
Included in the flat rate, starting at $499 a month.
Teams that stopped trusting their own CRM
CRM cleanup fits when the system exists but the data in it doesn't hold up. You'll recognize the signs:
- Salespeople keep their own spreadsheets. Because the CRM is "wrong."
- The same customer shows up three times. With three different phone numbers.
- The pipeline is fiction. Deals marked "proposal sent" from last spring.
- Follow-ups depend on memory. The CRM can send reminders, but nobody set them up.
If you don't have a CRM yet and you're tracking leads in your inbox, this service covers that too: we'll set up a simple one you own.
And if you're thinking about switching CRMs because the current one feels broken, talk to me first. Often the software is fine and the data is the problem. Cleaning what you have is usually faster and cheaper than migrating a mess into a new system, where it will be just as messy.
What the agents clean and automate
- Duplicate contacts merged and records standardized
- Missing emails, phones and company details filled in from public sources
- Stale deals flagged and either revived or closed out
- Pipelines and stages simplified to match how you really sell
- Automatic updates from email and calls, so the CRM stays current
- Reminders for deals that stall
Cleanup and the ongoing upkeep are items on your list, covered by the same flat monthly rate.
How it works
Audit and show you what's broken
I audit the CRM and show you what's broken, usually in the first week: duplicates, gaps, stale deals and stages nobody uses.
Clean with a human check
Agents clean the data; I spot-check before anything is merged or deleted, and a backup is taken first.
Simplify and automate
We simplify the pipeline and set up the automations: updates from email and calls, and reminders when deals stall.
Keep it clean
Weekly hygiene runs keep it clean from then on.
Watch an agent clean a lead list
The "Lead list cleanup" demo shows an agent taking a messy list (duplicates, typos, missing fields) and turning it into something a sales team can use, with the questionable records flagged for a person.
Example: an insurance agency with a cluttered CRM
Sample business, invented scenario. It shows how the pieces fit, not a result from a real client.
Picture a five-person insurance agency. Its CRM has years of imported lists, a few hundred contacts with no phone number, and many clients entered twice: once at the quote, once at the policy. The producers keep their own renewal spreadsheets because they don't trust the CRM dates.
The audit shows the problems by type. Agents find likely duplicates and propose merges; I review the uncertain ones, and nothing merges until a backup is in place. Missing business details get filled from public sources where they exist. Quotes with no activity in a year get a short "still shopping?" email, and the ones that stay silent get closed out.
Then the pipeline gets simplified to the stages the agency actually uses, renewal dates move into the CRM with reminders, and new emails and calls log themselves to the right contact. The producers retire their spreadsheets, because the CRM finally matches reality, and a weekly hygiene run keeps it that way.
What a clean CRM won't do
- It won't fix a team that won't use it. Clean data helps adoption a lot, but if nobody is expected to log activity, the mess comes back. The automations reduce how much anyone has to log by hand.
- Public data has gaps. Agents can fill in what's findable. Some contacts will stay incomplete, and they'll be marked that way instead of guessed.
- Merges are judgment calls. Two records with the same name aren't always the same person. That's why uncertain merges get a human check.
- Your CRM subscription is yours. I work inside it; I don't pay for it, and some automations depend on your CRM plan's features.
Questions about CRM cleanup
Which CRMs?
HubSpot, GoHighLevel and most other popular CRMs. Tell me which one you use on our first call.
Will anything get deleted by mistake?
Nothing is deleted without a backup and a human check.
We don't have a CRM. Should we?
If you have more than a handful of leads a month, probably yes. We'll set up a simple one you own.
Is CRM cleanup priced separately?
No. The cleanup and the weekly upkeep are included in the same flat monthly rate, starting at $499 a month.
Available across St. Louis
CRM work happens inside your accounts, so it works the same anywhere in the region. See the areas I serve.
Make the CRM worth opening again.
Book a call and tell me which CRM you use and what's wrong with it. I'll start with an audit. Or call my AI agent at (314) 970-4001 any time.