CRM cleanup

Make your CRM tell you who needs follow-up next.

Clean duplicates, fix vague stages, segment old contacts, and turn stale notes into a weekly follow-up list.

Clean up the CRMBrowse all kits
CRM Cleanup Sprint Kit cover

Use it when

  • Your pipeline has too many names and too few next actions.
  • Old notes, duplicates, and loose stages slow follow-up.
  • You need a cleanup sprint before buying another tool.

What you get

  • CRM audit scorecard and clean field schema
  • Import cleanup tracker and duplicate merge rules
  • Follow-up segments, AI cleanup prompts, and weekly review scorecard

$49 kit

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