CRM Cleanup & Organization

$200

A database organization service designed to clean up and optimize CRM systems for better lead management and workflow efficiency.

Includes

• Database cleanup

• Duplicate removal

• Contact organization

• Lead tagging setup

• Smart list creation

• Pipeline organization

• Import/export assistance

• Basic CRM workflow cleanup

Deliverables

• Organized CRM/database

• Smart lists and tagging structure

• Updated contact organization

Client Responsibilities

• Provide CRM access

• Provide existing database/contact exports

• Identify preferred tagging categories if applicable