I will do CRM data cleanup, migration, deduplication, import, hubspot and zoho CRM
About this Gig
Are you struggling with duplicate contacts, messy spreadsheets, outdated customer records, or disorganized CRM data?
I will clean, organize, import, and migrate your CRM data to help you maintain accurate customer records and improve your workflow.
MY SERVICES INCLUDE:
- CRM data cleanup and formatting
- Duplicate contact identification and removal
- Excel and CSV data cleaning
- CRM data import and migration
- Contact and company data organization
- CRM field mapping and standardization
- HubSpot CRM and Zoho CRM data management
- Data validation and import error checks
WHY CHOOSE MY SERVICE?
- Organized and consistently formatted records
- Careful duplicate handling
- Accurate field mapping within the agreed scope
- Clear communication and reliable delivery
- Data prepared for easier CRM management
HOW IT WORKS:
- Share your CRM platform and project requirements.
- I review your data and confirm the scope.
- I clean, organize, and map your records.
- I import or migrate supported data where required.
- I validate a sample and report any issues.
SUPPORTED DATA FORMATS: Excel, CSV, and supported CRM exports.
SUPPORTED CRMS: HubSpot and Zoho CRM. Other platforms may be supported depending on compatibility and project
Software:
HubSpot
Other Software Management Services I Offer
FAQ
Can you remove duplicate contacts from my CRM?
Yes. I can identify duplicates using agreed matching rules, review the results and remove or consolidate records within the agreed scope.
Can you migrate data between two different CRMs?
Yes, where the source and destination platforms support the required export, import or migration method. Complex migrations should be reviewed before ordering.
Can you clean an Excel or CSV file before importing it?
Yes. I can standardize agreed fields, clean inconsistent formatting and prepare the file for a supported CRM import.
