You will get a CRM data cleanup with duplicates removed and records organized
Project details
Is your CRM filled with duplicate records, inconsistent fields, outdated statuses, or pipeline stages your team no longer trusts?
I will clean, standardize, and organize your CRM data according to your approved rules. I can support Salesforce, HubSpot, spreadsheets, and other CRM systems using secure client-provided access or exported files.
Depending on your selected package, the service can include:
• Duplicate record identification and approved cleanup
• Contact and company record updates
• Field-name and formatting standardization
• Error detection and correction
• Missing-information identification
• Pipeline stage and status organization
• Ownership and next-action updates
• Import-ready spreadsheet preparation
• Final quality checks and cleanup reporting
Before making changes, I review your backup status, duplicate-handling rules, required fields, protected records, and pipeline structure. I do not delete or merge records without following your instructions.
This service covers CRM data cleanup and organization. It does not include custom software development, complex integrations, automation development, or a complete CRM implementation.
I will clean, standardize, and organize your CRM data according to your approved rules. I can support Salesforce, HubSpot, spreadsheets, and other CRM systems using secure client-provided access or exported files.
Depending on your selected package, the service can include:
• Duplicate record identification and approved cleanup
• Contact and company record updates
• Field-name and formatting standardization
• Error detection and correction
• Missing-information identification
• Pipeline stage and status organization
• Ownership and next-action updates
• Import-ready spreadsheet preparation
• Final quality checks and cleanup reporting
Before making changes, I review your backup status, duplicate-handling rules, required fields, protected records, and pipeline structure. I do not delete or merge records without following your instructions.
This service covers CRM data cleanup and organization. It does not include custom software development, complex integrations, automation development, or a complete CRM implementation.
Data Entry Type
Copy Paste, Data Cleansing, Error DetectionData Entry Tool
CRM Software, Google Sheets, Microsoft ExcelWhat's included
| Service Tiers |
Starter
$45
|
Standard
$110
|
Advanced
$225
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 8 days |
Number of Revisions | 1 | 2 | 2 |
Number of Hours of Work | 5 | 12 | 25 |
Formatting & Clean Up | |||
Graph & Table Creation | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$15 - $40
Additional Revision
+$10
Additional Hour of Work
+$10
Cleanup of 250 additional CRM records
(+ 2 Days)
+$35Frequently asked questions
About Zain
B2B Lead Generation | LinkedIn Outreach | Appointment Setting
Lahore, Pakistan - 9:51 pm local time
Across different outbound campaigns, I have contributed to the research and organization of 22,700+ prospect records, supported high-volume outreach operations, helped coordinate qualified meetings, and cleaned and organized 500+ CRM records.
My services include:
✅ B2B lead generation
✅ LinkedIn lead generation
✅ Prospect list building
✅ Apollo and LinkedIn Sales Navigator research
✅ LinkedIn outreach and follow-ups
✅ Cold email outreach
✅ Lead qualification and appointment setting
✅ CRM management and data cleanup
✅ Salesforce and HubSpot support
✅ Market and competitor research
✅ Virtual assistance and administrative support
✅ Upwork job research and proposal writing
✅ Upwork bid tracking and performance reporting
I have supported outbound campaigns across software development, SaaS, AI, healthcare, logistics, and professional services.
My work includes researching target markets, identifying relevant companies and decision-makers, building and verifying prospect lists, enriching contact information, managing outreach and follow-ups, responding to prospects, coordinating meetings, and maintaining accurate CRM records.
For agencies and freelancers using Upwork, I can also help with:
• Finding relevant jobs based on your services and expertise
• Reviewing job descriptions and client history
• Writing personalized proposals
• Maintaining job and proposal tracking sheets
• Monitoring proposal performance and responses
• Researching prospective clients before applying
I work with Apollo, LinkedIn Sales Navigator, Seamless.AI, Salesforce, HubSpot, Google Sheets, Notion, Trello, and Google Workspace.
You can expect accurate research, personalized communication, organized reporting, and consistent execution without constant supervision.
Send me a message with your target audience, campaign goals, or operational requirements, and I’ll explain how I can support you.
Steps for completing your project
After purchasing the project, send requirements so Zain can start the project.
Delivery time starts when Zain receives requirements from you.
Zain works on your project following the steps below.
Revisions may occur after the delivery date.
Scope and Backup Review
I review the CRM, record volume, cleanup objectives, access method, backup status, formatting rules, and protected data.
CRM Data Audit
I inspect the provided records for duplicates, missing information, inconsistent formatting, incorrect values, and pipeline issues.