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Lead Generation
CRM Data Audit & Clean-Up
Regular audits of a recruitment CRM to remove duplicates, fix broken records, verify contact details, and keep the database trustworthy for the whole team.
BullhornApollo.ioVerifaliaMicrosoft ExcelGoogle Sheets
Ongoing client work
How it flows
- 1Export records from the CRM
- 2Find duplicates, missing fields, and outdated contacts
- 3Re-verify emails and phone numbers
- 4Enrich records with current titles and companies
- 5Import corrections and report the changes
The problem
A CRM that several people use every day slowly fills with duplicates, half-filled records, people who changed jobs, and emails that bounce. Campaigns sent to bad data waste money and damage sender reputation.
What the audit covers
- Duplicates — the same person or company entered twice under slightly different names.
- Missing values — records without an email, phone, title, or company.
- Outdated contacts — people who moved to a new company or role, checked against LinkedIn and Apollo.io.
- Invalid emails — verified with Verifalia; risky addresses flagged instead of deleted.
- Formatting — consistent capitalisation, phone formats, and country fields.
Output
A corrected CRM, a list of records that need a human decision, and a short report: total records checked, duplicates merged, emails fixed, contacts updated.
