I will audit, clean, and structure your CRM database to boost sales team efficiency
About this Gig
Is your CRM a mess of duplicates, outdated leads, and a pipeline nobody trusts?
I fix that.
With years of experience in data analysis, operations, and business reporting, I will transform your CRM into a clean, structured, conversion-ready system your sales team will actually use.
What I deliver:
- Remove duplicate, incomplete, and outdated leads
- Standardize contact fields (names, phones, emails, company)
- Organize and label pipeline stages (New Qualified Proposal Won/Lost)
- Segment leads by source, status, industry, or region
- Build KPI summaries and pipeline health snapshots
- Deliverables are provided as a cleaned export (CSV/Excel) or directly updated in your CRM. I also provide a brief audit report so you understand what changed and why.
Message me before ordering if you have a large database or a custom CRM setup.
My Portfolio
FAQ
Q1. Which CRM platforms do you support?
I work with Excel, Google Sheets, CSV files, and other CRM exports.
Q2. Can you remove duplicate leads?
Yes. I can identify and remove duplicate entries while maintaining organized records.
Q3. Is my data confidential?
Absolutely. Your business data will remain fully secure and confidential.
Q4. Can you organize messy spreadsheets?
Yes. I specialize in cleaning and structuring messy lead databases and CRM files.
Q5. Do you handle large databases?
Yes. Please contact me before placing large orders for custom pricing.

