The Problem
Bad data is the silent killer of revenue operations.
30%
of CRM data decays annually
Contacts change jobs, emails bounce, phone numbers disconnect. Without active monitoring, your database rots.
20–30%
duplicate records in a typical CRM
Every duplicate is a confused rep, a double-touch, and a missed signal. They compound silently until your pipeline is unreliable.
68%
of reps don't trust their CRM data
When reps don't trust the data, they stop updating it. The system decays faster. A death spiral that kills every tool built on top.
Capabilities
Everything your CRM needs. Nothing it doesn't.
Six integrated capabilities — from initial assessment to ongoing automation. AI handles the engineering. Humans handle the judgment.
CRM Health Assessment
AI-powered census of every contact, company, and deal. 100+ data points scored and graded in 24 hours.
Duplicate Detection & Merge
Fuzzy matching across name, email, domain, and phone. Automated merge logic with human review for edge cases.
Data Completeness Analysis
Field-by-field scoring across your entire database. Know exactly which records are missing what — and why it matters.
Data Decay & Staleness
Identify contacts that haven't been updated in 90, 180, 365 days. Flag stale deals, dead emails, and ghost accounts.
Standardization & Cleanup
Industry, job title, company size, revenue — normalized and enriched. Clean data your AI tools can actually use.
Ongoing Hygiene Automation
Automated workflows that catch new duplicates, flag decay, enforce data standards. Your CRM stays clean without manual effort.
How It Works
Three phases. Zero guesswork.
Start with a free health score. Go deeper if you want. Remediate in 30/60/90 days.
Free Health Score
Day 1Connect HubSpot (read-only). AI runs a full census. Your 1-page CRM Health Scorecard arrives in 24 hours — free, no strings.
Full Assessment
Week 1Deep dive: pipeline analysis, automation audit, revenue impact model. We quantify the exact dollar cost of your CRM issues.
30/60/90 Remediation
Month 1–3Dedup, standardize, automate. Lead routing, lifecycle management, stuck deal alerts. Ongoing hygiene keeps it clean forever.
Typical Findings
What our assessments uncover.
Real numbers from real CRM assessments. Most teams don't know the damage until they look.
847
duplicate contacts found and merged
38%
of records incomplete — now enriched
$124K
in stuck pipeline recovered
Start with a free
CRM Health Score.
Connect your HubSpot. Get your score in 24 hours. See exactly what's broken — and what it's costing you.
30 seconds to connect. 24 hours to your score.