I clean, structure, and validate CRM data so sales and operations teams can work from reliable records instead of inconsistent spreadsheets and duplicate entries.
Typical deliverables include:
• Source-data audit and field mapping
• Duplicate detection and review rules
• Standardized names, dates, phone numbers, stages, owners, and status fields
• Import-ready Excel or CSV files with validation checks
• Pipeline, follow-up, and exception reports
• Optional lead-routing, notification, and data-sync workflows
• Test evidence and practical handover documentation
I work with CRM exports, Excel, Google Sheets, SQL-supported data preparation, APIs, and n8n where automation is useful. Business rules are confirmed before changes are applied; uncertain records can be routed to a review list instead of being changed by guesswork.
This service is suitable for CRM cleanup, migration preparation, pipeline hygiene, reporting readiness, duplicate prevention, and recurring operational data checks.