Coming Soon

AI-Powered CRM Cleanup.
Approval-First.

CleanupCRM proposes every change. You review. Then it executes. No bulk actions without your sign-off.

Book a CRM Cleanup AuditView Services

How it works

Three steps from messy CRM to clean data

  1. 1
    Connect your CRMRead-only access to start. We audit your data and generate a cleanup proposal.
  2. 2
    AI proposes changesDuplicates flagged, fields standardised, enrichment gaps identified — each with a confidence score.
  3. 3
    You approve or rejectIndividually or in batch. Everything is logged. Auto-apply policies for low-risk fixes.

Every proposed action carries a confidence score.

Policies let you define what auto-applies and what needs review. Full audit log for every change — whether it was approved by you or applied automatically.

Questions

Both. The service is available now — expert-led CRM cleanup engagements. The AI-powered product is coming soon and will combine automated proposals with the same approval-first approach.