CRM cleanup and repair for small businesses
When the CRM is full of duplicates, disagrees with QuickBooks and runs on automations nobody remembers building, I find what is broken, fix it in order, and leave you with reports you can trust.
Based in metro Detroit, working with businesses across Michigan and remotely. Fixed fee, quoted before work starts.
Signs the CRM needs fixing
A CRM rarely breaks all at once. It drifts: a field added here, an integration there, until the team stops believing what it says.
Nobody trusts the data
Duplicate companies and contacts, fields half the team fills in and half ignores, and deals sitting in stages that stopped meaning anything a year ago.
The CRM and QuickBooks disagree
Customers, jobs or invoices are entered twice, or a sync breaks quietly, so sales and accounting each have a different answer to the same question.
Automations nobody understands
Make or Zapier scenarios built over the years by different people, some firing twice, some failing without telling anyone, none written down.
Reports you can't use
Pipeline, win rate and revenue reports that the owner rebuilds in a spreadsheet anyway, because the numbers in the CRM don't hold up.
How it works
Audit, for a fixed fee
About a week. I go through the CRM, the QuickBooks connection and every automation, and you get a written list of what is broken, what it costs you, and what to fix first. The audit fee is credited to the repair if you go ahead.
Fix it in order
Duplicates merged, fields and pipeline stages cut back to the ones your team uses, the QuickBooks link rebuilt so one system owns each record, and every automation either fixed and documented or switched off.
Reporting on top
Once the data holds up, the reports the owner actually asks for: pipeline, win rate, revenue by customer and job, built in the CRM or in Power BI. Optional support afterwards, so it stays clean.
CRM cleanup questions
What owners and office managers ask before fixing a CRM.
The ones small businesses run on: Pipedrive, HubSpot, monday.com, Method CRM and similar. The work is mostly the same across tools: clean the records, decide which system owns what, and make the connections reliable. Pipedrive is where I have done the most, including a price-tier and middleware build for a metals distributor.
Yes. QuickBooks Online through its own integrations, Make, Zapier or a small custom connector, depending on what the CRM supports. The important decision comes first: which system creates customers, jobs and invoices, so nothing gets entered twice.
Usually not. Most CRMs that feel broken are set up badly rather than the wrong tool. The audit says plainly if a switch would be cheaper than a repair, and why.
Because a firm price for the repair needs someone to actually look inside the system first. The audit is short, fixed fee, and gives you a written plan you can use whether or not you hire me for the rest.
You do, directly. Any CRM, Make, Zapier or reporting subscriptions sit on your account, so you own everything when the work is done. Anything outside the agreed scope is quoted before I do it.
The audit is a fixed fee, and the repair is quoted from what the audit finds, based on how many records, integrations and automations are involved. No hourly billing for the project itself.
Tell me what your CRM gets wrong
Twenty minutes is enough to hear which tools you run, where the numbers stop matching, and whether an audit makes sense.