Follow Us:
Search ExtractHelp

Press Esc to close

CRM Data Management — ExtractHelp
Virtual Assistant · CRM Services

CRM DATA
MANAGEMENT
SERVICES.

Keep your CRM clean, complete, and revenue-ready. ExtractHelp handles every aspect of CRM data — from entry and deduplication to enrichment, organization, and ongoing maintenance — so your team always works with accurate, up-to-date records.

100% Verified Records
CRM-Ready Delivery
GDPR Compliant
24–72 Hr Turnaround

CRM Health Dashboard Live

98.4% Data Accuracy
0.3% Duplicate Rate
100% Fields Complete
Contact Verification96%
Email Deliverability98%
Record Completeness91%
Data Enrichment89%

Records Cleaned

80,000+ this month

Duplicates Removed

12,400 merged
The CRM Problem

A Messy CRM Is Costing You Real Revenue

Most businesses unknowingly operate on outdated, duplicate-filled, and incomplete CRM data. Bad data leads to failed email campaigns, lost deals, and wasted sales hours. ExtractHelp transforms your CRM from a liability into your sharpest revenue tool.

Duplicate Records Everywhere

Your team contacts the same lead twice, wastes time, and damages brand credibility.

Bouncing Emails & Dead Contacts

Outdated contact data kills deliverability rates and lowers sender reputation.

Missing & Incomplete Fields

Empty CRM fields mean blind spots in segmentation, reporting, and personalization.

Manual Entry Eating Your Team's Time

Hours spent on data entry instead of high-value sales and marketing activity.

CRM Data Health Report
94%
After ExtractHelp cleaning
37%
Before cleaning
Email Validity
98%
Phone Accuracy
94%
Deduplication
99%
Field Completeness
91%
Segment Accuracy
96%
80K+ Records Managed Monthly
96% Email Deliverability Lift
What We Do

Complete CRM Data Management Services

From one-time cleanup to ongoing 24/7 management — we handle every layer of your CRM data with precision and speed.

01

CRM Data Entry & Input

Accurate manual and automated data entry for contacts, companies, deals, and custom fields into your CRM — formatted exactly to your schema and naming conventions.

Contact Entry Deal Logging Custom Fields
02

Duplicate Detection & Merging

Intelligent identification and merging of duplicate records across your entire CRM — preserving the best data from each record while eliminating clutter and confusion.

AI Detection Smart Merge Audit Trail
03

Contact Verification & Validation

Every email address, phone number, and contact field verified against real-time databases — bounced emails removed, invalid phones flagged, and records validated before delivery.

Email Verify Phone Check Real-Time API
04

CRM Data Enrichment

Fill in missing fields automatically — job titles, company size, industry, LinkedIn profiles, and firmographic data appended to existing records from verified sources like Apollo and LinkedIn.

Firmographics LinkedIn Data Apollo Sync
05

Segmentation & Tagging

Smart segmentation of your contacts by industry, company size, geography, purchase stage, or any custom criteria — enabling targeted campaigns and sharper sales focus.

Custom Tags List Building Segmentation
06

Ongoing CRM Maintenance

Recurring daily, weekly, or monthly CRM management — new records added, outdated contacts updated, lapsed leads re-enriched, and health scores reported automatically.

Scheduled Recurring Reporting
Our Process

How We Manage Your CRM Data

A proven 6-step process that delivers clean, enriched, and organized CRM data — every single time.

01
Discovery

Share Your CRM & Requirements

Tell us which CRM platform you use (HubSpot, Salesforce, Zoho, Pipedrive, etc.), the scope of records, and exactly what you need cleaned, enriched, or managed. We'll handle the rest.

02
Audit

Full CRM Data Audit

We run a comprehensive audit of your existing CRM database — identifying duplicates, missing fields, invalid contacts, mislabeled records, and structural inconsistencies before touching anything.

03
Cleaning

Data Cleaning & Deduplication

Duplicates merged, invalid emails removed, phone numbers formatted, blank fields flagged — every record brought to a clean, consistent baseline using both automation and manual review.

04
Enrichment

Enrich & Complete Missing Data

We append verified data to incomplete records — job titles, company info, LinkedIn URLs, industry tags, phone numbers, and email addresses sourced from Apollo, LinkedIn, and other verified databases.

05
Organization

Organize, Segment & Tag Records

Records sorted by industry, company size, geography, deal stage, or any custom taxonomy you define. Lists built and tagged for immediate use in your sales and marketing workflows.

06
Delivery

Delivery, Report & Ongoing Support

Clean CRM delivered with a detailed health report. Ongoing maintenance plans available — weekly or monthly updates, new record imports, and continuous quality monitoring.

Why ExtractHelp

Built for Businesses That Run on Accurate Data

We've cleaned and managed over 1 million CRM records for businesses across 50+ countries. Our processes are battle-tested, GDPR-compliant, and optimized for every major CRM platform.

Get Started Today
GDPR & Privacy Compliant

All data handling follows GDPR guidelines. We never scrape private or protected data and maintain strict NDA confidentiality on every project.

48–72 Hour Standard Turnaround

Most CRM projects delivered within 2–3 business days. Rush delivery available for urgent requirements. You always know your deadline before we start.

Dedicated Project Manager

Every project assigned a dedicated manager who keeps you updated throughout — no guessing, no chasing. Clear communication at every step.

Detailed Health Reports Included

Every delivery comes with a full CRM health report — showing what was cleaned, enriched, merged, and the before/after data quality comparison.

All Major CRMs Supported

HubSpot, Salesforce, Zoho, Pipedrive, Monday.com, Airtable, and more — we work inside your platform or deliver import-ready files.

Human + AI Verification

Dual-layer quality control: automated tools catch patterns at scale, human reviewers catch the edge cases. 98.4% accuracy guaranteed.

Recurring Management Plans

Weekly or monthly CRM maintenance — new leads added, old contacts refreshed, reports delivered. Your CRM stays clean permanently.

CRM-Ready Formats

Delivered as direct CRM import files (CSV, XLSX, or JSON) pre-formatted to match your exact field mapping. Zero reformatting needed.

0 CRM Records Managed +18.4% this month
0 Duplicates Removed Across all clients
0 % Data Accuracy Rate Verified daily
0 CRM Projects Delivered Across 50+ countries
Compatible Platforms

We Work With Every Major CRM Platform

No matter which CRM your business runs on — we manage it. Our team is trained on every major platform and can work directly inside your system or deliver import-ready files.

HubSpot
Salesforce
Zoho CRM
Pipedrive
Monday.com
Airtable
Google Sheets
MS Excel
Keap/Infusion
ActiveCampaign
Mailchimp
Any Custom CRM
Don't see your platform listed? We support any CRM, database, or spreadsheet tool. Just mention it during onboarding and we'll handle the rest.
What You Receive

Everything You Get With Every Project

Every CRM management project includes a complete package — not just the cleaned data, but the reports, support, and documentation you need to stay confident in your records.

Fully cleaned and deduplicated CRM export (CSV / XLSX / JSON)

Verified email addresses with validity status per contact

Enriched fields — job titles, company, industry, LinkedIn URL

Segment-ready contact lists based on your criteria

Before & after CRM health comparison report

Duplicate merge log with full audit trail

Import-ready file formatted for your exact CRM field mapping

7-day post-delivery support for questions or revisions

Sample Delivery Package
contacts_cleaned.csv Ready
enriched_records.xlsx Ready
health_report.pdf Ready
duplicate_log.xlsx Ready
segment_lists.csv Ready
crm_import_ready.csv Ready

PROJECT SUMMARY

80,000 records processed · 12,400 duplicates merged · 3,200 emails verified · 18,500 fields enriched · Delivered in 48 hours

Industries We Serve

CRM Management for Every Industry

Whether you're a SaaS startup or a large enterprise — if you have a CRM, we can make it work harder for you.

💼

SaaS & Technology

Keep trial leads, active users, and churned customers segmented and enriched for targeted re-engagement campaigns.

🏢

B2B Sales & Agencies

Maintain clean prospect databases, enriched decision-maker contacts, and organized pipeline records for maximum close rates.

🏠

Real Estate

Organize property leads, buyer/seller contacts, and agent records — deduplicated and enriched with current contact data.

🏥

Healthcare & MedTech

Manage practitioner databases, patient contact lists, and referral networks with GDPR-compliant data handling.

🛒

E-commerce & Retail

Clean customer purchase histories, segment buyers by behavior, and enrich profiles for personalized marketing automation.

🎓

Education & Edtech

Organize student leads, alumni contacts, and enrollment records with complete field data for outreach campaigns.

💰

Finance & Insurance

Maintain clean prospect lists, verified advisor contacts, and organized client records for compliant data-driven outreach.

🚀

Startups & Scale-Ups

Build a clean CRM foundation from scratch or tidy up messy early-stage data before scaling your sales operations.

Client Reviews

What Clients Say About Our CRM Work

★★★★★

ExtractHelp cleaned our entire 80,000-contact HubSpot CRM — removed 14,000 duplicates, verified all emails, and enriched missing fields. Our email deliverability shot from 71% to 96% in one week. Absolutely worth every penny.

FH
Fatima Hassan
Marketing Manager · CloudBase Inc
★★★★★

We handed over a chaotic Salesforce instance with 50,000+ records. ExtractHelp returned it in 48 hours — perfectly segmented, enriched with firmographic data, and import-ready. Our sales team's efficiency doubled overnight.

JM
James Mitchell
CEO · GrowthStack Agency
★★★★★

We now have a monthly maintenance contract with ExtractHelp. Every Monday, our Zoho CRM is refreshed with clean data. New leads enriched, old contacts updated, and a health report in our inbox. It runs like clockwork.

SR
Sarah Rahman
Operations Director · PropFinder
Transparent Pricing

Simple, Honest CRM Pricing

No hidden fees. No surprises. Choose a plan that matches your CRM size and requirements.

Starter

Small teams & one-time cleanup

$99
per project
  • Up to 5,000 CRM records
  • Deduplication & cleaning
  • Email verification included
  • CSV / XLSX delivery
  • Health report included
  • 3-day delivery
  • Email support
Get Started
Enterprise

Large databases & ongoing management

Custom
Pricing
talk to us
  • Unlimited CRM records
  • Full pipeline management
  • Recurring monthly plans
  • Direct CRM integration
  • Dedicated project manager
  • Same-day rush delivery
  • Monthly health reporting
Book a Call
FAQ

Frequently Asked Questions

Which CRM platforms do you support?

We support all major platforms including HubSpot, Salesforce, Zoho CRM, Pipedrive, Monday.com, Airtable, Keap, ActiveCampaign, and more. We can also work with any custom CRM or spreadsheet-based system — just share your format during onboarding.

How do I share my CRM data securely?

You can share via a secure Google Drive link, Dropbox, email, or a CRM export file. We sign NDAs before any data is shared and handle all information with strict confidentiality. We never store your data after delivery.

How long does CRM cleaning take?

Standard projects (up to 50,000 records) are delivered within 48–72 hours. Larger enterprise databases are scoped individually. Rush delivery is available for urgent requirements — just let us know at the time of order.

What does "data enrichment" actually include?

Data enrichment means we append missing information to your existing records — including job titles, company name, industry, employee count, LinkedIn profile URL, phone numbers, and verified email addresses. We source this from Apollo, LinkedIn, Hunter.io, and other verified databases.

Is the service GDPR compliant?

Yes — all our data management processes comply with GDPR regulations. We handle only publicly available or client-provided data, never scrape protected or private sources, and maintain strict confidentiality under NDA on every project.

Can you manage our CRM on an ongoing basis?

Absolutely. We offer recurring monthly CRM maintenance plans — new records added, old contacts refreshed, duplicates monitored, and a health report delivered every cycle. This is ideal for active sales teams generating new leads continuously.

What format will I receive the cleaned data in?

We deliver in CSV, XLSX, or JSON — whichever format your CRM needs for import. We pre-map fields to match your exact CRM schema, so you can import directly without any reformatting. We also offer to upload directly into your CRM upon request.

Taking New Projects — Limited Slots Available

Ready to Transform Your CRM Into a Revenue Engine?

Join 500+ businesses that trust ExtractHelp to keep their CRM data clean, complete, and conversion-ready. Book a free consultation today — no commitment required.

GDPR Compliant NDA Protected 48–72 Hr Delivery Revision Guarantee 24/7 Support