CRM Setup and Data Cleanup
Transform messy contact lists into a streamlined customer database. We'll set up your CRM system, import and clean existing data, create custom fields and segments, and establish processes to keep your customer information organized and actionable. Say goodbye to duplicate entries and hello to better customer relationships.
Pricing Options
CRM Setup and Data Cleanup
Structure and optimize your CRM by cleaning existing data, setting up custom fields, and ensuring a scalable system for lead and customer management.
- Small dataset (<5,000 records), basic CRM setup with standard fields, and minimal customization needed
- Data audit & cleanup to organize and add structure to existing or new CRM
- CRM configuration, mapping and setup of custom fields
- Automated lead/customer workflows
- Duplicate removal and record standardization
- Up to 2 stakeholder review sessions
- Training documentation and session for team with an SOP for data management & best practices
CRM Setup and Data Cleanup
Structure and optimize your CRM by cleaning existing data, setting up custom fields, and ensuring a scalable system for lead and customer management.
- 5,000–25,000 records, moderate data inconsistencies, and requires workflow setup or field mapping
- Data audit & cleanup to organize and add structure to existing or new CRM
- CRM configuration, mapping and setup of custom fields
- Automated lead/customer workflows
- Duplicate removal and record standardization
- Up to 2 stakeholder review sessions
- Training documentation and session for team with an SOP for data management & best practices
CRM Setup and Data Cleanup
Structure and optimize your CRM by cleaning existing data, setting up custom fields, and ensuring a scalable system for lead and customer management.
- 25,000+ records, highly disorganized or duplicate-heavy data, advanced CRM configurations & integrations needed.
- Data audit & cleanup to organize and add structure to existing or new CRM
- CRM configuration, mapping and setup of custom fields
- Automated lead/customer workflows
- Duplicate removal and record standardization
- Up to 2 stakeholder review sessions
- Training documentation and session for team with an SOP for data management & best practices
Recommended Add-On Service
Software and Subscription Audit
Streamline your tech stack and optimize costs with a comprehensive software and subscription audit. We'll review your current tools, identify redundancies, evaluate usage patterns, and recommend ways to consolidate or upgrade your subscriptions for better efficiency and cost savings.
Other Back Office Design Services
Automated Workflow and AI Integration
Save time and supercharge your workflow with smart automation and AI tools. We'll identify repetitive tasks, set up automated systems, and integrate AI solutions that streamline your operations. From email sequences to document processing, let technology handle the routine while you focus on growth. Basic automations (email follow-ups, lead routing) and no AI tools, simple CRM triggers.
