Who this is for
Sales or marketing manager whose CRM drifts out of shape between clean-ups.
A clean-up worked for a quarter and then the duplicates, dead deals and blanks came back.
The result
Every month you receive the certain-band duplicate groups outstanding, the open deals matching your stale rules and the blank key fields with proposals waiting, each with evidence. The summary also counts how many items from last month's lists were acted on.
What is included
- One CRM, up to 20,000 contacts and companies, 5,000 open deals and 5,000 blank-field rows each month
- The three lists, built to the rules you approved in the one-off jobs
- A summary with outstanding counts and last month's acted-on count
- One saved view or sheet that shows the same counts each month
You receive
- The monthly lists with evidence
- The monthly summary and counts
- A running list of items ignored for three months
What is not included
- Merging, deleting, closing or editing any record
- Contact enrichment from third parties
- Special-category data
- Forecasts or win probabilities
- A promise that the CRM is clean
What we need from you first
- Which of the three lists matter most
- Who receives the list and who acts on it
- Anything that changed in the CRM last month
Never send passwords, keys, customer records or confidential code in the first enquiry. Secure handover is agreed after scoping.
How we check it is done
- Each month's counts can be recomputed from the same export, with no difference.
- Every listed item shows its evidence and a status of listed, acted on or open.
- No record in your CRM was changed by our access.
- From the certain-band duplicate groups listed this month, your named person marks 20 chosen at random, or all of them if fewer than 20. Any wrong pair fails the month. 0 wrong in 20 shows a wrong rate under about 14% with 95% confidence.
You read each monthly list and tell us whether the rules, thresholds and test set still suit you. A period counts as delivered when you have received the record.
When we would stop or decline
- Nobody acts on the lists for three months running
- You want us to merge or delete
- The CRM changes shape so the rules no longer fit
Questions
Does this change my CRM?
No. Your admin acts on the lists.
Do I need to buy the one-off jobs first?
Yes. The rules come from them, so each is run first and priced on its own page; they are not in the monthly fee.
What if nobody acts on the lists?
The summary says so. After three months of no action we suggest ending the service.
Price and terms
£149/month · untested offer price. Billing is monthly under the written terms we agree with you. Nothing is charged until you have agreed them.
This is a new service with no published client results. The price is a starting point we have not yet tested with buyers. Nothing is ordered or charged by the enquiry. The full specification is on the Synthetic Industry catalogue.