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Fiverr Pro
English
$
USD
I will clean, deduplicate and prioritize your real estate CRM
About this Gig
Is your real estate investor CRM full of duplicate leads, inconsistent statuses, messy contact data, or older opportunities buried in the database?
I will clean and organize your exported CRM data so it is easier to trust, review, and use for follow-up.
I can help with:
- Exact duplicate removal
- Standardizing names, phones, emails, statuses, and other agreed fields
- Flagging missing, invalid, or ambiguous values instead of guessing
- Preserving IDs, notes, DNC/opt-out records, and protected fields
- Opportunity review and reactivation queues on eligible packages
- Investor-focused segments and a top action queue on Premium
- Clean XLSX or CSV delivery with QA and audit outputs based on your package
This Gig works from Excel or CSV exports. It does not include skip tracing, lead generation, property valuation, direct CRM setup, or automation.
Opportunity scoring uses only information already present in your file. It is a workflow aid, not external verification or investment advice.
1 item cleaned = 1 CRM record/lead below the header.
For complex multi-sheet files or files over 1,500 records, message me before ordering so I can confirm whether a custom order is needed.
My Portfolio
FAQ
What counts as one item cleaned?
One item = one CRM record or lead below the header row. The header itself does not count.
Do you log into my CRM and make changes directly?
No. This Gig is designed for CRM data exported to Excel or CSV. I clean and analyze the exported data and return the finished file for you to review and import. CRM setup, integrations, and automation are not included.
Which CRM systems can you work with?
If your CRM can export the relevant data to XLSX or CSV, I can usually work with it. Please send the export and requirements rather than account credentials.
How does the opportunity review work?
It uses information already present in your supplied file, such as lead status, urgency, lead temperature, reason for selling, occupancy, equity, and property condition when those fields are available. It does not use external verification or predict whether a property is a good investment.
What happens to DNC, opted-out, closed or inactive leads?
They are preserved when required but should not be placed into active opportunity or reactivation queues. Please tell me the exact status labels your CRM uses so they can be handled correctly.
Do you skip trace or find missing phone numbers/emails?
No. I do not invent, purchase, or externally enrich missing contact information through this Gig. Missing or unclear information can be preserved and flagged for review.
What file types do you accept?
XLSX and CSV are supported. Please message me before ordering if your data is in another format.
What counts as a revision?
A revision covers corrections needed to meet the requirements originally provided with the order. New files, new cleanup rules, additional records, different segmentation rules, or other added scope may require a custom offer.
Should I send private or sensitive information?
Send only the information needed for the project and only data you are authorized to provide. Do not send passwords, account credentials, or unnecessary sensitive information.
