CRM Workflow & Data Cleanup Review
A technical review of your CRM's real state — fields, stages, duplicates, follow-up rules, reports, integrations — ending in a practical cleanup plan.
The problem
The CRM grew by accretion: duplicate contacts, zombie stages, fields nobody fills, automations nobody remembers — and the team works around it instead of in it.
Who it's for
Teams whose CRM became untrustworthy over the years and want a system-and-data cleanup plan before considering anything drastic.
The outcome
A concrete picture of what is wrong — duplicates counted, stage confusion documented, broken rules found — and a prioritised cleanup plan the team can execute or delegate.
What STYD delivers
STYD reviews the CRM configuration, data quality, follow-up rules, reports, and integrations, quantifies the mess with real numbers, and delivers a cleanup plan ordered by impact.
Available after scoping
This service is available — tell us about your setup and we'll confirm scope, hosting, and pricing.
Available as a practical technical audit with optional roadmap and implementation support.
FAQ
No — it is a technical and data review. How you sell stays yours; this makes the system stop fighting you.
The review produces the plan; execution is scoped separately — sometimes by your team with the plan, sometimes by STYD.
Most common CRMs — the review adapts to the platform, confirmed during scoping.
The review is read-only. Even the later cleanup is planned to run alongside daily work, not against it.
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