CRM & Workflow
CRM Data Cleanup
Organize supplied contact exports, standardize agreed fields, and flag potential duplicates.
Starting from$49USD
Final pricing depends on your files, scope and requirements.
Timing confirmed in your estimate.
The work
What this service includes
Export review
Review the supplied contact export and agree the fields to organize.
Field consistency
Standardize agreed field labels, spacing and formats using your cleanup rules.
Duplicate flags
Flag potential duplicate records using the matching criteria confirmed with you.
Organized output
Prepare the cleaned export and identify missing or unclear details for review.
A closer look
Clearer contact records.
Uncertainty kept visible.
Agreed fields standardizedPotential duplicates flagged
| Record | Review status |
|---|---|
| A, record 1 | Inconsistent field formatting |
| B | Missing detail |
| A, record 2 | Possible match to record 1 |
| Record | Review status |
|---|---|
| A, record 1 | Standardized, possible duplicate flagged |
| B | Missing detail remains flagged |
| A, record 2 | Standardized, possible duplicate flagged |
Illustrative contact records. Matching A identifiers show potential duplicates retained for review, not automatically merged or deleted. Missing information remains unresolved. Actual field and matching rules are agreed for your export.
The result
What you receive
- An organized contact export in the agreed file format.
- Potential duplicate records and unclear or missing details flagged using the agreed review method.
Prepared around your agreed requirements.
Your part
What we need from you
Your CRM contact export and the fields you want reviewed.
Formatting requirements and rules for values that must remain unchanged.
The criteria for identifying potential duplicates and handling conflicting details.
The approximate record count, preferred output format and any deadline.
A clear scope,
before we begin.
This service works on supplied contact exports. Potential duplicates are flagged for review, not automatically merged or deleted. Missing contact information is not invented. Enrichment, live CRM edits, imports, outreach and automation are outside the stated scope.
How it happens
From request
to delivery
Agree the work first.
Know what happens next.
Send requirements
Share your files, instructions, and the result you need.
Receive your estimate
We review the requirements and confirm the scope, final price, deliverables, and timing.
Accept the estimate
Review the details and decide whether to proceed. Requesting an estimate does not commit you to the work.
Receive a private invoice/payment link
After acceptance, we send the information you need to complete payment privately.
Payment confirmed
Payment is confirmed before work begins.
Work begins
We complete the service according to the agreed scope and instructions.
Review and delivery
The completed work is reviewed against the agreed requirements and sent using the agreed delivery method.
Useful answers
Before you send your files
Will you remove duplicate contacts?
Potential duplicates are flagged using the agreed matching criteria. Merging or deleting records is not automatic. Any further handling needs your explicit instructions and a separately confirmed scope.
Can you fill in missing contact information?
Missing or unclear details are identified for review. We can use information you provide within the agreed scope, but we do not invent values or research new contact details as part of this service.
Will you make changes inside my CRM?
This service prepares an organized file from the export you supply. It does not change live CRM records. Share the required output format so the deliverable can be confirmed.
What determines the final price and timing?
We review the record count, fields, inconsistencies, duplicate criteria, output requirements and deadline. Your estimate confirms the scope, final price and timing before acceptance and private payment.
Have contact records that need attention?
Tell us what you need. We’ll confirm the scope, price, and timing before you decide to proceed.