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Fiverr Pro
English
$
USD
I will clean up, organize, and optimize your CRM database
About this Gig
Is your CRM a mess of duplicates, dead leads, and broken pipelines?
A cluttered CRM costs you sales. Reps chase bad data, follow-ups slip through, and reports lie to you. I fix that. I help businesses turn a chaotic CRM into a clean, organized system that actually supports revenue.
What I can do for you:
- Remove duplicate contacts, companies, and deals
- Standardize naming conventions and data formatting
- Clean up dead/stale leads and archive old records
- Build or fix pipeline stages and deal workflows
- Set up custom fields, tags, and segmentation
- Organize contact lists and create smart filters/views
- Set up basic automation (follow-up reminders, lead routing, task triggers)
- Import/migrate data cleanly from spreadsheets or another CRM
- Create a simple SOP so your team keeps it clean going forward
CRMs I work with: HubSpot, Salesforce, Zoho CRM, Pipedrive, Monday.com CRM, Airtable, GoHighLevel
Why work with me: I don't just delete duplicates and call it done. I structure the CRM to support your sales process.
Software:
GoHighLevel
Industry:
Business services & consulting
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Insurance
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FAQ
Do I need to give you full CRM access?
Yes — I'll need admin or editor access via a temporary login or invite (never your master password). I sign an NDA on request.
What if my record count is higher than the package limit?
No problem, just message me first with an approximate count so I can send an accurate custom quote.
Will I lose any data?
No. I always export a full backup of your CRM before touching anything.
Can you set up a CRM from scratch if I don't have one yet?
Yes — message me first so we can scope which platform fits your workflow and budget.
Do you offer ongoing CRM maintenance?
Yes, ask me about a monthly maintenance package after the first cleanup.
