VERILUMEClean imports
Spreadsheets and lists mapped to the right CRM fields before import, so new records arrive complete and in the correct format.
DATA OPERATIONS
CRM Data Management
Clean imports, tidy fields and regular checks that keep your CRM accurate and easy to use.
WHAT THIS SUPPORT IS FOR
A CRM your team can actually trust.
For teams whose CRM has become messy over time: duplicate contacts, missing fields, inconsistent formats or imports that never quite lined up.
Duplicate and format clean-up
Duplicate contacts and companies flagged or merged, and names, phone numbers, countries and job titles brought into one consistent style.
Ongoing data care
Regular checks on new records, so the CRM stays clean instead of needing another big clean-up next year.
Start with a clear brief.
What to share
A sample of the data or source, any access we need, the fields you want, the rough volume and your preferred format.
What to expect
A clean spreadsheet, CSV or CRM-ready file, with notes on anything we couldn’t confirm.
Good to know
We never get around logins or paywalls, and we never guess. If a value is missing, we flag it. Sensitive data is only handled with your clear approval.
Pricing that fits the work.
Starter
A one-off project with a clear scope and agreed deliverables.
Monthly Growth
Ongoing monthly support with agreed priorities and regular check-ins.
Custom
A tailored plan for larger, multi-service or high-volume work.
HOW WE WORK
CRM data management with defined fields and quality checks.
Define the data requirements
We confirm the fields, sources, exclusions and delivery format with you.
Process the records
We do the research, collection or clean-up, keeping a note of where each record came from.
Quality check and deliver
We check formatting, duplicates and your quality rules before handing it over.
COMMON QUESTIONS
Questions about CRM data management.
Which CRM do you work with?
We work inside the CRM you already use. Tell us which system you have and we will confirm how we access it and handle imports before we start.
Will you delete any of our records?
Not without your approval. Duplicates and outdated records are flagged first, and nothing is merged or removed until you agree.
How do you handle access and privacy?
We use only the access you give us, ideally a separate user account, and use your data for the agreed purpose only. You can remove access as soon as the work is done.
Can this be ongoing?
Yes. Many teams start with a one-off clean-up, then move to a small monthly check to keep new data in good shape.
Let’s discuss your project.
Tell us what you need help with. We usually reply within one business day.
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