DATA CLEANUP / DEDUPING / PIPELINE / EMAIL

Setup and import

Contacts cleaned, duplicates merged, one pipeline built and your email connected.

What you get

A working CRM with your contacts imported and checked, one pipeline and the handful of fields you actually use.

How we import

A small sample goes first, so that names, owners and dates can be checked before the full import. Your original file stays as a backup.

Customer data

We work to keep only the personal information you need and to limit who can see it.

Tell us what's living in your spreadsheet.

Tell us your team size and how you keep track of customers today. We'll reply with whether we can help.

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