WORKFLOW · CRM
CRM cleanup & normalisation flow
Keep your CRM free from duplicates, broken fields, and inconsistent lifecycle stages.
How the workflow runs
- 1
Scan contacts and deals on a schedule.
- 2
Detect duplicates based on email, phone, and company.
- 3
Merge or flag duplicates according to your rules.
- 4
Normalise key fields (lifecycle, status, owner).
- 5
Push a clean dataset to reporting and dashboards.