You will get CRM Cleanup & Optimization to Fix Data, Routing, and Reporting Issues
Project details
If your CRM is messy, slow, or full of duplicates, this project will fix it. We specialize in cleaning, enriching, and optimizing CRM systems so your team can trust the data and rely on accurate reporting.
Most CRMs suffer from the same issues: unmerged duplicates, missing fields, inconsistent formatting, and contacts not properly associated with companies. We identify every problem, clean the data end-to-end, and rebuild a structure that your sales and marketing teams can actually use.
You’ll receive a fully cleaned and enriched CRM, standardized fields, automated duplicate handling through Clay, and a clear before → after report showing exactly what was fixed.
If your CRM has become a bottleneck for your team, this project will help you get it back under control.
Most CRMs suffer from the same issues: unmerged duplicates, missing fields, inconsistent formatting, and contacts not properly associated with companies. We identify every problem, clean the data end-to-end, and rebuild a structure that your sales and marketing teams can actually use.
You’ll receive a fully cleaned and enriched CRM, standardized fields, automated duplicate handling through Clay, and a clear before → after report showing exactly what was fixed.
If your CRM has become a bottleneck for your team, this project will help you get it back under control.
Data Tool
Google SheetsWhat's included
| Service Tiers |
Starter
$750
|
Standard
$1,500
|
Advanced
$2,500
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 14 days |
Number of Revisions | 1 | 2 | 2 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$150 - $500
Additional CRM Workspace
(+ 3 Days)
+$500Frequently asked questions
About Oriol
Revenue Growth Engineer | Clay.com Expert | RevOps & CRM Automation
Barcelona, Spain - 2:34 pm local time
💡 Right now, we’re offering underpriced system builds here on Upwork while we collect client reviews and proof for this channel. You’re getting the same work we deliver to larger clients, at a fraction of our direct pricing.
We've helped dozens of tech and service companies clean, automate, and scale their GTM engines, cutting admin time by 60% and increasing total revenue generated through smarter systems and cleaner data.
Most teams aren’t broken, they’re buried in busywork.
SDRs still researching leads manually.
CRMs full of duplicates and bad data.
Hot leads going cold because routing is slow or missing.
Reps wasting hours on admin instead of selling.
We fix that.
I design and deploy revenue systems that automate your GTM workflows end-to-end:
CRM Cleanup & Optimization → Clean data, better visibility, faster reporting
Clay Workflows & Data Infrastructure → Enrichment, lead scoring, routing, and attribution
RevOps Automations → Smart triggers for renewals, upsells, and lifecycle management
Dashboards & Reporting → Live revenue insights with zero spreadsheet exports
Think of it as building your GTM engine, but without adding more people.
We’ve implemented these systems for fast-growing teams across the US, UK, and Europe, from SaaS startups to consultancies, helping them scale smarter, not harder.
If you want to audit or automate your GTM workflows, click “Invite to Job” or send a message, and I’ll reply personally with a custom plan.
Steps for completing your project
After purchasing the project, send requirements so Oriol can start the project.
Delivery time starts when Oriol receives requirements from you.
Oriol works on your project following the steps below.
Revisions may occur after the delivery date.
Initial CRM Audit
We review your CRM structure, duplicates, associations, and missing data to identify what needs cleanup.
Data Preparation in Clay
We prepare your contacts and companies for cleanup, standardization, and enrichment.