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Key takeaways
- Export and back up
- Remove duplicates
- Standardise fields
- Tag and segment
Export and back up
Save a copy of your contacts before changing anything.
Remove duplicates
Merge records with the same email or phone number and keep the most complete details.
Standardise fields
Use consistent formats for names, phone numbers, countries and lead sources.
Tag and segment
Add tags for service interest, status and source so campaigns reach the right people.
Frequently asked questions
Which CRMs do you support?
GoHighLevel, HubSpot, Zoho, Pipedrive and similar tools. Tell us what you use and we will confirm fit.
Can you clean our existing data?
Yes. We merge duplicates, standardise fields and tag contacts so reporting becomes reliable.
Need help with this? Explore our CRM Management Services, see our packages or book a free 30-minute call.