CRM Data Cleanup, Audits & Data Quality

Clean Up CRM Data Before It Undermines Reporting, Automation and Decisions

Duplicate records, missing information, conflicting fields, outdated data and inconsistent structures can make CRM reporting, follow-up and automation harder to trust. Start with a CRM Data Health Assessment if you want clarity on what is wrong first, or proceed directly to CRM Data Cleanup if you already know the data needs attention.

Assessment from £295 · Direct Cleanup from £1,095 · Lower Cleanup pricing applies after Assessment.

Assessment or direct Cleanup
Fixed-price engagements
Remote and written service
Evidence-led, controlled cleanup
CRM Data Quality
Under Review
Data Overview
CRM Records
Reviewed
Data Quality
Flagged
For HubSpot, Zoho, Pipedrive & similar CRMs
Why CRM Data Quality Matters

When CRM Data Gets Messy, Reporting, Follow-Up and Automation Suffer

CRM data quality problems often build up quietly. Duplicate records, missing information, conflicting fields, outdated records and inconsistent formatting can affect reporting accuracy, pipeline visibility, sales follow-up, segmentation and automation. Whether you start with an Assessment or direct Cleanup, Project Freedom first identifies the issues clearly before any records are changed.

Missing Information

Incomplete records can make follow-up, segmentation and reporting less reliable.

Duplicate Records

Duplicate contacts and companies can create confusion across follow-up, reporting and CRM workflows.

Inconsistent Data

Inconsistent values, formats and structures can reduce confidence in filtering, reporting and automation.

Outdated or Unreliable Data

Old, conflicting or unreliable records can make CRM reports, pipeline views and business decisions harder to trust.

How It Works

Choose the Right Starting Point for Your CRM Data

If you are not yet sure what needs fixing, start with a CRM Data Health Assessment. If you already know your CRM data needs cleaning, you can proceed directly to CRM Data Cleanup. If Cleanup follows an Assessment, the diagnostic work already completed is taken into account.

1. Start With an Assessment

Choose a CRM Data Health Assessment when you want independent clarity first. Project Freedom reviews the supplied CRM data and provides evidence-backed findings, risks, priorities and recommended next steps without modifying the source data.

2. Or Go Directly to Cleanup

If you already know the CRM data needs attention, you can start with CRM Data Cleanup. The required diagnostic and profiling work is completed within the Cleanup engagement before controlled remediation begins.

3. Continue to Cleanup After Assessment

If an Assessment confirms that Cleanup is needed and you decide to proceed, the existing diagnostic groundwork is carried forward. Cleanup then becomes a separate controlled engagement with source protection, authorised remediation, validation and quality assurance.

Pricing

Choose the Route That Fits Your CRM Data Problem

You can start with a CRM Data Health Assessment if you want independent clarity first, proceed directly to CRM Data Cleanup if you already know the data needs attention, or complete an Assessment first and move to the lower post-Assessment Cleanup price if you decide to continue.

Direct or After Assessment

CRM Data Cleanup

Direct Cleanup from £1,095

If you already know your CRM data needs cleaning, you can proceed directly to Cleanup. The diagnostic and profiling work required to understand the data and establish the controlled remediation scope is included within the Cleanup engagement.

Direct Cleanup Pricing

Small CRM
Up to 5,000 records
£1,095
Medium CRM
5,001–25,000 records
£1,695
Large CRM
25,001–100,000 records
£2,795
Enterprise
More than 100,000 records
Custom quotation

Already completed an Assessment?
If you complete a CRM Data Health Assessment first and then proceed with Cleanup for the same CRM environment and relevant scope, the diagnostic groundwork already completed is taken into account. You therefore move to the lower post-Assessment Cleanup price.

Cleanup After Assessment

Small CRM
Up to 5,000 records
£995
Medium CRM
5,001–25,000 records
£1,495
Large CRM
25,001–100,000 records
£2,495
Enterprise
More than 100,000 records
Custom quotation
  • Controlled remediation
  • Client-authorised data corrections
  • Source-data protection
  • Validation and quality assurance
  • Completion reporting
  • Unresolved exceptions documented rather than guessed
Request CRM Data Cleanup

Standard fixed pricing applies where the CRM environment and required work fall within Project Freedom's standard scope. Materially complex, unusual or out-of-scope environments require separate review and quotation before work begins. Full payment is required before each applicable engagement begins.

What You Receive

Clear Findings, Controlled Cleanup and Documented Results

What you receive depends on the engagement you choose. A CRM Data Health Assessment provides an evidence-based view of the condition of your CRM data, the issues found, the risks they create and recommended next steps. A CRM Data Cleanup includes the diagnostic work needed to establish the remediation scope, followed by controlled corrections, validation, quality assurance and completion reporting.

  • Professional CRM Data Health Assessment Report when Assessment is selected
  • Executive summary of your CRM data-quality position
  • Evidence-backed findings
  • Risk and severity assessment
  • Prioritised recommendations where Assessment is selected
  • Ongoing CRM data hygiene recommendations
  • Controlled remediation when Cleanup is selected
  • Validation and quality assurance of completed Cleanup work
  • Unresolved exceptions documented rather than guessed
  • Cleanup completion reporting when Cleanup is selected
Project Freedom™
CRM Data Audit & Cleanup Deliverables
QA
Evidence & Validation
Reviewed Before Delivery
CRM Data Quality
Risks & Priorities
Cleanup & Next Steps
Who This Is For

For Businesses That Need Cleaner, More Reliable CRM Data

Project Freedom is designed for organisations that rely on CRM data for sales, reporting, automation and customer management, whether they need an independent data audit first or already know their CRM data needs cleaning.

  • Use HubSpot, Zoho, Pipedrive or a similar CRM platform
  • Depend on CRM data for sales follow-up and customer management
  • Rely on CRM reporting, pipeline visibility, segmentation or automation
  • Have duplicate, missing, outdated, conflicting or inconsistent CRM data
  • Want a CRM data audit before deciding what should be cleaned
  • Already know their CRM data needs attention and want controlled cleanup without guessing or unnecessary changes
Why Project Freedom™

Controlled CRM Data Cleanup Without Guessing

Evidence-Led CRM Data Audit

Findings are based on the CRM data and information supplied, not assumptions about your business.

Clear Fixed Pricing

Standard engagements are priced according to CRM record count, so you know the applicable price before work begins.

Prioritised Cleanup Decisions

CRM data-quality findings are organised by risk, severity and priority so you can see what should be addressed first.

No Guessing Business Truth

Conflicting or unclear information is referred back to you. Unsupported changes remain blocked until the correct information or authorisation is available.

Controlled CRM Data Cleanup

Cleanup uses protected working copies, authorised remediation, validation and quality assurance before final delivery.

Built for Common CRM Platforms

Project Freedom works with CRM data from HubSpot, Zoho, Pipedrive and similar systems.

FAQs

Frequently Asked Questions

Do I need a CRM Data Audit before Cleanup?

No. If you want independent clarity on the condition of your CRM data before deciding what should be fixed, you can start with a CRM Data Health Assessment. If you already know your CRM data needs cleaning, you can proceed directly to CRM Data Cleanup. The diagnostic and profiling work needed to establish a safe remediation scope is included within a direct Cleanup engagement.

What is a CRM Data Health Assessment?

It is a structured CRM data audit that reviews the supplied data for issues such as duplicates, missing information, conflicting fields, outdated records and inconsistent formatting. You receive an evidence-based report and recommended next steps without modifying the source data.

What is CRM Data Cleanup?

CRM Data Cleanup is a controlled remediation engagement for CRM data that needs correction. You can proceed directly to Cleanup, or choose Cleanup after completing a CRM Data Health Assessment. Direct Cleanup includes the diagnostic work needed to understand the data and establish the remediation scope before authorised corrections begin.

Can you help with CRM data cleansing and data hygiene?

Yes. CRM data cleansing, data hygiene and data quality problems such as duplicates, inconsistent values, missing information and outdated records fall within the type of work Project Freedom assesses and, where appropriate, cleans.

Which CRM platforms do you work with?

Project Freedom works with CRM data from HubSpot, Zoho, Pipedrive and similar CRM systems. If you are unsure whether your CRM fits the service, we will confirm this with you in writing after you submit your request.

How is CRM Data Cleanup carried out?

The original client source data is preserved. Cleanup is performed through controlled working copies and authorised remediation. Completed changes are validated, and unresolved exceptions are documented rather than guessed.

What happens if some CRM information is unclear or conflicting?

The client remains the source of business truth. Where information is unclear or conflicting, Project Freedom refers the issue back to the client rather than guessing which value is correct.

What happens after I submit my request?

Submit your name, work email and company name through the form. We will reply in writing to confirm your CRM platform, approximate record count, a brief description of the data problem and whether you are interested in an Assessment, direct Cleanup or Cleanup following an Assessment. We will then confirm whether the work fits Project Freedom's scope, the applicable price and what is required to begin.

When does work begin?

Project Freedom engagements are completed remotely and in writing. Full payment is required before the applicable Assessment or Cleanup engagement begins.

Ready to Improve the Quality of Your CRM Data?

Start with a CRM Data Health Assessment if you want independent clarity on what is wrong, or proceed directly to CRM Data Cleanup if you already know the data needs attention. If Cleanup follows an Assessment, the diagnostic work already completed is taken into account.

Remote and written engagements · Fixed pricing based on CRM size · Full payment required before work begins · Your information is treated as confidential.

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