You will get a complete CRM audit report with findings and fix plan


Project details
If your CRM feels messy, unreliable, or hard to use — you're probably losing leads without realising it. Duplicate contacts, inconsistent tags, and broken pipeline stages are more common than you think, and they cost businesses real money every day.
I audit, clean, and restructure CRM systems so your team can actually trust what's in there. With 15+ years of experience in data operations — including enterprise-level CRM work across multiple countries — I don't just clean the data. I fix what's causing the mess in the first place.
Whether you're on HubSpot, GoHighLevel, Zoho, Pipedrive, or Salesforce, the approach is the same: structured, careful, and built to stay clean after I'm done.
I audit, clean, and restructure CRM systems so your team can actually trust what's in there. With 15+ years of experience in data operations — including enterprise-level CRM work across multiple countries — I don't just clean the data. I fix what's causing the mess in the first place.
Whether you're on HubSpot, GoHighLevel, Zoho, Pipedrive, or Salesforce, the approach is the same: structured, careful, and built to stay clean after I'm done.
Data Entry Type
Data Cleansing, Error Detection, Online ResearchData Entry Tool
CRM Software, Google Sheets, Microsoft Excel, Microsoft OfficeWhat's included
| Service Tiers |
Starter
$150
|
Standard
$500
|
Advanced
$1,200
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 14 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 3 | 8 | 16 |
Formatting & Clean Up | |||
Graph & Table Creation | - | - | - |
Frequently asked questions
About Jannah
CRM Cleanup & Data Operations Specialist | HubSpot | Salesforce | Zoho
Toronto, Canada - 10:32 am local time
I'm a CRM & Data Operations Specialist with 15+ years of experience, including enterprise CRM work at ExxonMobil across multiple countries and large-scale data environments at Metrolinx.
I don’t just clean data — I improve how your system works.
What I deliver:
- Clean, structured, and reliable CRM data
- Organized pipelines that reflect real sales stages
- Clear tagging and segmentation for better targeting
- Improved reporting accuracy and visibility
- Scalable systems that stay clean over time
How I work:
I identify the root cause of messy or inconsistent data (not just the symptoms), then implement structured, practical solutions that make your CRM easier to manage and more effective for decision-making.
Tools & systems:
Pipedrive, HubSpot, Salesforce, Excel, Google Sheets, and custom workflows
Whether you need a one-time cleanup or ongoing support, I focus on creating clarity, structure, and systems you can trust.
If your data feels chaotic or your pipeline doesn’t reflect reality — I can help you fix it.
Steps for completing your project
After purchasing the project, send requirements so Jannah can start the project.
Delivery time starts when Jannah receives requirements from you.
Jannah works on your project following the steps below.
Revisions may occur after the delivery date.
CRM Access & Intake
You share access or export your CRM data and answer the 3 intake questions
Audit & Findings Review
I run a full audit and share my findings with you before touching anything