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CRM cleanup

Start with records you can trust.

Map, review and migrate agreed records with a reversible import and a reconciliation trail.

Scope this workflow Try the demonstration
Opralta intake demonstration with synthetic sample data
Working browser demonstration. Synthetic data.

Planning fee

$3,500-$6,500 one-timeFinal scope and fee confirmed in writing.

Typical planning window

1-2 weeks after sample validationSubject to access, scope and delivery capacity.

Ownership

Your process. Clear responsibilities.Access, third-party terms and bespoke deliverables agreed before work.

What the work includes.

A reviewed migration from one source to one destination, with exceptions made visible.

Source mapping

Define fields, record ownership and how missing information will be handled.

Duplicate review

Preview candidate duplicates for agreed rules and human review.

Reversible import

Move up to 5,000 agreed records through an approved migration plan.

Reconciliation

Compare counts and sample records, document exceptions and retain recovery steps.

Interactive intake demonstration

Explore the work in motion.

Change an input, follow the decision and inspect what happens next.

Try the demonstration

Illustrative browser workflows using synthetic data. Client deployments require their own approved scope and integrations.

A clear definition of done.

The acceptance checks are part of the scope, before implementation begins.

Acceptance checks

  • The field map and duplicate rules are approved before import.
  • Source, destination and exception counts reconcile.
  • Recovery is tested on an agreed sample before the final migration.

What we need to begin

  • Authorized access to one source and one destination.
  • A data owner who can approve merge decisions.
  • Agreed retention, contact basis and migration window.

Keep the boundaries visible.

What is outside this scope?
  • Purchased, guessed or scraped personal contact datasets.
  • Unbounded historical cleanup or unsupported destinations.
  • Mailing campaigns and guaranteed deliverability.
Will duplicates be merged automatically?

Only under approved rules. Ambiguous matches go to a review queue. A duplicate preview and reversible import are part of the agreed process.

What happens after handover?

We document the workflow and its operating owner. Any ongoing care, coverage, software subscriptions and usage charges are separately agreed. A build fee does not imply unlimited support.

Give this workflow a clear scope.

Bring the current process, the tools involved and the outcome you want to improve.

Scope this workflow