CRM cleanup and setup
A CRM Your Team Actually Opens
Salesforce, Microsoft Dynamics, HubSpot, Pipedrive or a custom-built system. We fix the structure underneath, so departments can share a person's record without overwriting each other, and your team stops working around the system.
Sound familiar?
The same person, three times
Duplicates creep in from forms, imports and events, so nobody trusts the numbers.
A spreadsheet per department
Each team keeps its own version of the truth because the CRM doesn't fit how they work.
Reporting takes days
Funder and board reports mean pulling numbers by hand and hoping they match.
Automations nobody can explain
Connections set up years ago that break quietly and live in one person's head.
What we do
Clean up the data
De-duplication, merge rules and required fields that make sense, so the records you have are ones you can trust.
Fix the structure
One shared record for each person, with clear stages and sources, so a lead and an applicant are the same person at different points.
Build for each team
Apps, list views and page layouts for each department, so people open it and see what needs attention today.
Connect your forms
Applications and intake forms that feed the CRM directly, instead of through a chain of connectors.
Automations, with restraint
The few that save the most time, like duplicate checks, status alerts and approval routing, built with standard tools your team can see and change.
Training and handover
Recorded training, written guides, and someone on your team who knows how to make changes safely.
How it works
We roll changes out one team at a time, around your busy seasons, so nobody has to relearn their job overnight.
Review what you have
Your data, your setup, the tools connected to it, and how each team really uses it. Many clients start with a systems review.
Agree on the shared record
We settle the structure first, so every team builds on the same foundation.
Clean, then build team by team
Data cleanup, then each department's view, tested with the people who will use it.
Hand it over
Documentation and training, so your team owns it and can keep it working.
Questions
Not sure what's wrong with your CRM?
Start with a systems review. We'll look at your setup and how your teams work, and give you a phased plan for what to fix first.