CRM Cleanup & Management

A CRM only helps if people trust what's in it. When records are duplicated, fields are inconsistent, and half the entries are missing basic information, everyone quietly stops relying on it and goes back to memory and spreadsheets. I clean it up, standardize it, and then keep it that way.

That includes the pipeline itself: stages that actually reflect how a deal moves, automation hooks that fire correctly, and reporting that means something because the data underneath it is accurate.