I will clean up and migrate your CRM data
Freelancer
About this Gig
Messy CRM data slows down every automation, report, and follow-up built on top of it. I clean, deduplicate, and migrate your CRM data from spreadsheets, another platform, or years of accumulated clutter into a structured, reliable dataset your team can trust.
WHAT I CAN DO FOR YOU:
- Migrate contacts, companies & deals from spreadsheets or another CRM
- Deduplicate and merge duplicate contact/company records
- Standardize fields, formats & naming conventions
- Clean and validate emails, phone numbers & addresses
- Map custom fields to your new CRM structure
- Archive or remove stale/inactive records
- Set up import rules to prevent future duplicates
WHY WORK WITH ME:
- Careful, detail-focused process no data loss, no shortcuts
- Experience across HubSpot, Zoho, GoHighLevel, Pipedrive & Monday.com
- Clear before/after summary so you can see exactly what changed
- Fast turnaround with support if anything needs adjusting
Message me your current data source and CRM, and I'll scope the cleanup accurately.
Software:
HubSpot
Industry:
Business services & consulting
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E-Commerce
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Real estate
FAQ
How many records can you handle?
Package tiers cover up to 500 / 2,000 / 10,000 records. For larger datasets, message me the approximate count for a custom quote.
Will I lose any data during migration?
No — I work from a backup/export of your original data and provide a before/after summary so nothing is lost or altered without your knowledge.
Can you merge duplicate contacts without losing their history (notes, deals, emails)?
Yes, merging preserves associated activity where the CRM's native merge tools support it — I'll flag any exceptions specific to your platform before starting.
My data is really messy — can you even tell me if it's fixable before I order?
Yes, send a sample or describe the state of your data and I'll give you an honest read on scope before you commit to a package.
Do you set up rules to prevent future duplicate entries?
Yes, basic duplicate-prevention rules are included in the Premium package, and available as an add-on on other tiers.
What file formats can you work with?
CSV, Excel, and direct exports from major CRMs (HubSpot, Zoho, GoHighLevel, Pipedrive, Monday.com). Let me know your source format if it's different.

