CRM Cleanup Checklist & Template

A cluttered CRM leads to missed opportunities and wasted effort. This product gives you a practical checklist to run a quarterly cleanup of your CRM database.

It includes duplicate contact detection, inactive deal archiving, unengaged lead filtering, and field auditing tasks. The checklist is paired with a spreadsheet template to track and document changes.

You’ll also get recommendations on how to create segments for future cleanup automation.

Use this tool to ensure your CRM stays organized, efficient, and ready for accurate reporting and automation.