CRM data cleanup for HubSpot and Microsoft Dynamics
Your CRM is full of outdated data. We make it usable again.
Large CRMs grow for years without anyone keeping them current. We remove duplicates, verify and enrich every record, and set up rules that keep the data clean, so your team can segment, re-engage and trust the reports again.
See it work on a sample of your own data before you connect your CRM.
What we fix
The problems we solve, and what you get
For HubSpot and Microsoft Dynamics. Other CRMs on request.
Duplicate contacts and companies
Merge them field by field, so the best value wins and the full activity history stays
One clear record for every customer
Outdated emails and people who changed jobs
Find each person's current role, source a fresh work email and verify it
Campaigns that reach real people
Contacts without a LinkedIn profile
Match every contact and company to LinkedIn and pull role, seniority, location and company details from it
Complete profiles, ready for outreach
Empty industry, size, country and website
Fill them from live data sources
Segments you can trust
Messy job titles, company names and phone numbers
Standardize them into clear roles, seniority levels and one international format
Filters and reports that work
Contacts not linked to the right company
Link people to their companies, and companies to their parent groups
A full view of every account
Unused fields, junk and test records
Consolidate the fields and archive the junk
A CRM your team uses, and a lower bill
No clear view of where revenue comes from
Analyze the clean data: which segments, industries and roles buy, what works and what does not
Insights on where your revenue potential is
How it works
Three steps, one system behind them
A few days
01Free demo
Send a sample of your contacts and accounts. You get it back clean, with every change marked, and see the method work on your own data.
Plan set after the audit
02Cleanup
We audit your CRM, agree the rules and the timeline with you, and clean it in batches. Nothing goes back into the CRM before you approve it.
After the project
03Stays clean
The same rules keep running on new records from forms, imports and integrations.
The technology behind it
Every project runs on the same automated data pipeline. It takes your records, applies tested cleaning rules and checks them against live sources. That is why it moves much faster than manual cleanup, at any CRM size.
templatesTested and custom rules
Ready rules for the most common CRM problems, refined on earlier projects. For your custom fields and data we write custom rules, so we are never limited to standard CRM properties.
matchingDuplicate matching
Finds the same person or company even when names, domains and spellings differ.
100+ sourcesLive data sources
Verifies emails and fills missing data, checking several providers in turn until one has the answer.
ai agentsAI for messy text
Reads job titles, company names and websites and turns them into clean, standard values.
| Status | Company | Name | Title | |
|---|---|---|---|---|
| 4 issues2 merged into 1 | BRENNAN LOGISTICS GMBHBrennan Logistics | J. MillerJana Miller | VP salesVP of Sales | j.miller@brennan-log.dejana.miller@brennan.com |
| DuplicateMerged | Brennan Logistics | Jana Miller | v.p. of Sales | jana.miller@brennan.com |
| 3 issuesArchived | brennan | (empty) | (empty) | info@brennan.com |
| Looks fineJob change | Quayside InsuranceHalvorsen Medical | Tom Hale | Head of OperationsChief Operating Officer | t.hale@quayside.co.uktom.hale@halvorsen.co.uk |
| 2 issuesEnriched | Corvel Systems Inc.Corvel Systems | Sara Kim | (empty)Director of Marketing | sara.kim@corvel.io |
Free demo
See how it works on your own data. Free.
The easiest way to judge the method is to watch it work on your own records. Send a sample of up to 500 contacts and accounts, gaps and duplicates included. You get the same records back cleaned, with every change marked, so you can compare before and after yourself. No cost, no commitment.
Head of Sales
Your contact for the demo, pricing and any question about a project.
Your data is safe
NDA + DPASigned before you share anything, the demo included.
SOC 2 Type II · ISO 27001Processed on certified infrastructure, GDPR and CCPA compliant, encrypted.
backup + sign-offFull backup first. Nothing changes without your approval.
delete on exitNo copies kept after the project, deletion confirmed in writing.
FAQ
Short answers
How is a project priced?
We quote per project after the free demo, based on the number of records and the scope. You get a fixed quote before work starts.
What do you need from us?
For the demo, a simple CSV or Excel export. For the project, we work with whatever way of sharing data suits you and your IT team, from regular exports to an API connection.
How long does a project take?
It depends on the size of your CRM and the scope. After the audit you get a plan with a timeline for each phase, and you see the first cleaned records early on.
Who does the work?
Specialized GTM engineers who work with CRM data every day. We have cleaned and rebuilt large HubSpot and Microsoft Dynamics databases for research institutions, consultancies and B2B companies. References are shared on a call.