CRM Cleanup & Automation
ACRMyoucan actuallytrust.
We clean up duplicates and gaps, set clear pipeline stages and make sure every lead, call and quote logs itself, so you can see what’s really happening.
Not ready to talk? Score yourself in 2 minutes
- 01Audit
- 02Clean up
- 03Simple pipeline
- 04Auto-logging
- 05Simple reports
Where the money leaks.
A CRM that’s clean, complete and updates itself.
The leak01 / 03
01
Duplicates and gaps
The same customer three times, missing phone numbers and no idea which leads came from where.
The leak02 / 03
02
Nobody updates it
If logging a call takes effort, it doesn’t happen, and the CRM drifts away from reality.
The leak03 / 03
03
No clear picture
Without clean stages and data, nobody can say how many quotes are open or where leads come from.
Step by step.
What happens from the moment it’s triggered, with no one on your team lifting a finger until it matters.
- 01Audit
- 02Clean up
- 03Simple pipeline
- 04Auto-logging
- 05Simple reports
- Step 01AuditWe look at your current CRM, lead sources and how your team actually works.
- Step 02Clean upMerge duplicates, fill gaps where possible and archive dead records.
- Step 03Simple pipelineClear stages that match how you sell, with required fields where they matter.
- Step 04Auto-loggingLeads, calls, texts, emails and quotes log themselves, so the CRM stays current.
- Step 05Simple reportsA few reports that answer real questions: where leads come from, what’s open and what’s closing.
Your tools or custom code. Either way, you own it.
Option 1Fastest
Built on your tools
We clean and restructure your existing CRM and connect your other tools so data flows in automatically.
- HubSpot
- Pipedrive
- Salesforce
- Zoho CRM
- GoHighLevel
- Zapier
- Make
- n8n
Option 2No lock-in
Custom-built, you own the code
A custom data layer that syncs your job software, CRM and spreadsheets into one clean source, owned by you.
- The code lives in your own repository
- Change it anytime with Claude Code or ChatGPT
- Or bring us back for bigger changes
Industries we set this up for.
Same workflow, tuned to each trade’s buyers, software and timing.
CRM Cleanup & Automation questions.
They’re promising Q4. We ship Thursday.
01Do I need to switch CRMs?
Usually not. Most CRMs work well once they’re cleaned up and connected. If yours is holding you back, we’ll say so and help you move.
02Will we lose data in the cleanup?
No. We back everything up first, merge rather than delete, and archive instead of removing anything you might need.
03What if we don’t have a CRM?
We set up a simple one that fits your size and connect it to the tools you already use.
04Can I change it later myself?
Yes. If it is built on your tools, it lives in your own accounts. If we custom-build it, the code lives in your own repository and is yours to keep, written so you can change it later with AI coding tools like Claude Code or ChatGPT, or bring us back for bigger changes.
Related workflows.
Foundation
AI Sales Roleplay for Your Team
Your team practices the sales conversation with AI before the real one.
How it works →Capture
Speed-to-Lead Automation
Every new lead gets a reply and a booking link in under a minute, day or night.
How it works →Capture
Missed Call Text Back
Every missed call gets a text back instantly, so the caller doesn’t dial the next business.
How it works →Capture
Lead Qualification Automation
Ask the right questions before anyone drives out or gets on a call.
How it works →Your team does the selling. AI does the chasing.