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Fiverr Pro
English
$
USD
I will clean up and organize your CRM contact database
Customer Relationship Management Specialist
I am a dedicated marketing and project management professional advocating for creatives to do their most impactful work. With over a decade of experience in account management, CRM implementation, and...
About this Gig
Messy CRM data costs you time, money, and missed opportunities. I clean up and organize contact databases so your team can trust and use the data you have.
I bring hands-on daily CRM experience (Bloomerang, transferable to Salesforce, HubSpot, and others), plus a background in account management, project management, and marketing strategy so I understand how data drives real decisions, not just how to sort it.
What I'll do for you:
Remove and merge duplicate records
Standardize formatting (names, phones, addresses, emails)
Fill in missing fields and flag incomplete records
Tag and segment contacts by status, source, or relationship
Organize records for accurate reporting and campaigns
Why work with me: If your database is messy from years of imports, staff turnover, or inconsistent entry, I'll get it back into shape fast, accurate, ready to use.
Message me your database size and pain points, and I'll recommend the right package.
I use AI-assisted tools to speed up the process, but every result is personally reviewed before delivery.
FAQ
What file formats do you accept?
CSV, Excel (.xlsx), and direct exports from most CRMs (Bloomerang, Salesforce, HubSpot, etc.). If you're not sure how to export your data, just ask — I can walk you through it.
Is my data kept confidential?
Yes. Your contact data is only used to complete your order and is never shared, sold, or used for any other purpose.
What if I have more records than the Premium package covers?
No problem — just message me your total count before ordering and I'll quote a custom package.
Do you work with CRMs other than Bloomerang?
Yes — the cleanup process (deduplication, formatting, tagging) applies to any CRM or spreadsheet-based contact list, including Salesforce, HubSpot, and Mailchimp.
How will I receive the cleaned data back?
A cleaned spreadsheet formatted for easy re-import into your CRM, plus a short summary of what was changed (duplicates removed, fields corrected, etc.).
What do you need from me to get started?
Just your current export (CSV/Excel) and a note on any specific formatting or tagging preferences you want applied.
Do you use AI as part of this service?
Yes — I use AI-assisted tools to speed up repetitive tasks like deduplication and formatting checks, but every result is personally reviewed before delivery. Your data is never stored or used to train any AI model — it's processed only to complete your order.
