Who this is for
New operations hire or admin who inherited hundreds of custom CRM properties.
A migration, a property limit or confusing reports make someone ask what all these fields are.
The result
You receive a data dictionary that lists every custom property once, with type, object, creator, fill rate, last use and where it is used (each marked "not shown" where your export cannot show it), and a candidate-to-retire list with the usage evidence for each. Nothing is changed.
What is included
- One CRM and up to 400 custom properties
- Property metadata and counts only; no contact data is needed
- Fill rate and last-use date per property, where your export or counts show them, otherwise marked "not shown"
- Where each is used in workflows, forms and reports, where the export shows it
- A plain-English description per property for the owner to mark right or wrong
You receive
- The data dictionary as a spreadsheet
- The candidate-to-retire list with evidence
- The owner's mark sheet for the descriptions
- A short note on what the export could not show
What is not included
- Deleting, hiding or renaming any property
- Contact or company data
- Fixing the workflows that use the fields
- Deciding which field is the right one to keep
- Usage that the export cannot show
What we need from you first
- The CRM name and plan
- Roughly how many custom properties exist
- Which objects matter most
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
- Every custom property appears once, and the property total equals the CRM's own export count.
- Fill rates for 20 sampled properties equal values recomputed from a CRM view.
- For 20 sampled "unused" properties, 0 are referenced by a workflow, form or report, which shows a referenced rate under about 14% with 95% confidence, and any referenced one fails the whole test.
- Your owner marks at least 16 of 20 sampled descriptions right (16 of 20 shows a true rate of at least 59% with 95% confidence); the number marked wrong is reported.
You re-run the test yourself, check the list of severe errors and sign off in writing. Payment follows sign-off.
When we would stop or decline
- The metadata cannot be exported and read access is refused
- You want fields deleted by us
- Usage information is not available at all
Questions
Do you see my contacts?
No. We need property metadata and counts, not contact or company data.
Will you delete the unused fields?
No. We list candidates with evidence and suggest hiding before deleting.
Is the description written by AI?
A model may draft plain-English descriptions from the property name, type and dropdown option labels, never from contact or company values. Your owner marks each one, and the wrong rate is reported.
Price and terms
£149 · untested offer price. £149 after the agreed tests pass and you sign off. No payment before sign-off.
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.