Martin
Founder, strategy and audits
Writes every audit and takes every first call. On your account from day one, running growth for SMEs since 2010.
CRM Integration
CRM Cleanup & Optimization
Turn Your Messy CRM Into a Revenue Engine.
We fix messy data, broken automatic steps, and out-of-date workflows. We check your CRM, clean it, and rebuild what is broken, so your team uses it instead of fighting it every day.
Get a Free CRM Cleanup Audit arrow_forward↓ 65%
Data Error Rate Reduction
↑ 2.8×
Team Adoption Lift
90%+
Records Cleaned
60+
CRMs Rescued
The Hidden Cost of a Broken CRM
What Messy CRMs Really Cost
- Reps spending hours hunting for the right contact or deal
- Leads falling through cracks because routing is broken
- Marketing wasting budget on channels that look good but deliver bad data
- Forecasts that are pure fiction
- Leadership losing trust in the entire system
Our Philosophy
A CRM that no one trusts is worse than no CRM at all. We do not just clean data - we redesign the structure, fix the automations, retrain the team, and leave you with a system that drives revenue instead of draining time.
How We Rescue and Optimize CRMs
Data Audit & Cleanup
- Full Data Audit: Find duplicate records, empty fields, bad values, and deals not linked to any contact.
- Deduplication & Merge: Safe merging rules that preserve history and activity without losing context.
- Field & Property Cleanup: Remove unused fields, use consistent names, add checks on what gets entered, and retire broken custom record types.
Automation & Process Repair
- Broken Workflow Audit: Map every automation and find the ones that fire too often, too rarely, or incorrectly.
- Routing & Assignment Fix: Restore lead routing so the right rep gets the right lead at the right time.
- Hygiene Rules: Ongoing duplicate checks, required fields, and activity logging so the mess does not return.
Our CRM Cleanup & Optimization Process
01
Discovery & Current State Audit
Interview users, review data quality reports, map existing automations, and document exactly where things are broken.
02
Prioritized Cleanup Plan
Rank issues by business impact: data cleanup first, then routing, then automatic steps, then reporting.
03
Data Cleanup & Restructuring
Deduplicate, standardize, enrich where possible, and rebuild the data model around how your team actually works.
04
Automation & Workflow Repair
Fix or rebuild the automations that matter. Kill the noisy ones. Add the missing ones that save time.
05
User Training & Adoption
Role-based training, updated documentation, and quick reference guides so the team uses the fixed system.
06
Ongoing Guardrails & Monitoring
Set up rules, alerts, and periodic reviews so the CRM stays clean as the business grows.
FAQ
Common questions
What to know before you get started.
How do you know if a CRM is worth cleaning or if we should start over?
We audit first. If the platform itself is wrong for your process we will say so. Most of the time the platform is fine - it is the configuration, data, and processes that are broken. We fix those first.
Will we lose history or deals during a cleanup?
No. We use safe merge and archive strategies. Activity history, notes, and email threads stay attached. We never delete without a clear backup and rollback plan.
How long does a typical CRM rescue take?
Light cleanup with focused fixes: 2-4 weeks. Heavy rescue with data overhaul, automation rebuild, and retraining: 6-10 weeks. We deliver in phases so you see progress fast.
Can you clean up without disrupting our current sales process?
Yes. We work in parallel environments or with careful cutovers. Most teams continue selling while we clean in the background and flip switches gradually.
What is the biggest reason CRMs get messy?
No ownership and no rules. Everyone adds fields "just in case," automations pile up, and data hygiene is ignored. We install clear ownership and guardrails from day one.
Do you only clean data or do you also fix how the team uses the CRM?
Both. Data cleanup without process and training changes is temporary. We fix the root causes - bad habits, unclear fields, broken routing - so the mess does not return.
Can you help us get rid of fields and automations no one uses?
That is usually the highest-ROI part of the project. We identify dead weight, archive it safely, and simplify the system so reps actually want to use it.
What if different teams have completely different processes?
We design team-specific pipelines, fields, and automations while keeping consolidated reporting. One CRM, multiple ways of working, single source of truth.
How do you prevent the CRM from getting messy again after cleanup?
We implement required fields, validation rules, dedup logic, periodic audits, and clear ownership. We also train managers to enforce the standards.
Can you integrate cleanup work with fixing our ad-to-CRM attribution?
We often do both together. Clean data is a prerequisite for trustworthy attribution. We bundle the projects when it makes sense.
Do you work with every CRM platform or only certain ones?
We work with all major platforms: HubSpot, Salesforce, Zoho, Pipedrive, and others. The principles are the same even if the clicks are different.
What does success look like after a cleanup project?
Reps log activity without being nagged. Forecasts are within 10% of reality. Marketing gets accurate source data. Leadership stops asking for spreadsheet roll-ups.
How much does CRM cleanup typically cost?
It depends on the size of the mess and how many teams/processes are involved. Most rescues land in the mid-five figure range. We scope after the free audit.
Can you do a quick win cleanup first before a full project?
Yes. Many clients start with a focused 2-week sprint on the worst data problems and broken routing. It builds trust and shows the value before committing to the full rebuild.
How do we get started with fixing our broken CRM?
Book the free audit. We will review your data quality, automations, user pain points, and deliver a prioritized cleanup roadmap with clear timelines and expected outcomes.
Ready to stop fighting your CRM?
Get a free cleanup audit. We will show you exactly what a clean, usable CRM would look like for your team and process.
Get My Free CRM Cleanup Audit arrow_forwardMarketing from $500 USD a month
Month to month, no commitment. One fee covers the pages, the search and ad work and the tracking. Ad spend is separate and stays in your own accounts.
Starting at
$500 USD per month
Free to cancel with 1 month's notice. Tell us what you sell and where. We come back with what the first month would fix.
Get a Free AuditWhat $500 a month covers
Pages
IncludedPages built around the searches your buyers actually type.
Search and ads
IncludedSearch and ads aimed at people ready to inquire.
Tracking
IncludedCalls, forms and bookings tagged to the search, ad or page behind them.
Our team
The same people on the audit and on the work
Martin writes every audit and takes the first call. The same team stays on the account. 160+ businesses since 2010.
Yoana
Social and app development
Shapes social strategy and builds practical app experiences that turn attention into action.
Mike
SEO
Owns technical, local and content SEO so the right buyers find you when demand is highest.
Robert
Paid media
Plans and manages paid search and social campaigns around qualified leads.
Elmer
Analytics
Connects tracking, attribution and reporting so decisions are based on revenue-quality data.
Dino
Design
Creates clear brand and conversion-focused design across landing pages, campaigns and product experiences.
Certified and experienced
Certified where it matters. Accountable for the outcome.
Verified platform knowledge, 25+ years of hands-on experience, and an operating track record since 2010.
Google AdsCertified
✓Google AnalyticsCertified
✓Google Tag ManagerCertified
✓Operating since 2010Proven experience
✓