CRM Cleanup &
Optimization

Duplicate contacts. Broken workflows. Pipelines nobody trusts. We go inside your CRM, find everything that's wrong, strip out what doesn't work, and rebuild it into something your team will actually use.

Any PlatformData DeduplicationWorkflow AuditFast Turnaround
What it is

Your CRM isn't broken. It's just been neglected.

Most CRMs don't fail on day one. They degrade over time. Someone adds a field nobody uses. A workflow breaks and nobody notices. Contacts get duplicated. Pipelines get ignored. Six months later your team is back in spreadsheets.

A cleanup isn't about starting over. It's about going through what you have, keeping what works, fixing what's broken, and removing what's just adding noise.

After a Pear cleanup your CRM is leaner, faster, and trusted again. Your team starts using it because it finally makes sense.

Not sure if this is what you need?
Browse all 10 services or book a free call to find out.
View All Services
What's included
Full CRM audit
We document everything - fields, workflows, pipelines, contacts, and integrations
Duplicate contact cleanup
Merge and deduplicate your contact database so your data is reliable
Dead workflow removal
Identify and delete broken or abandoned automations
Pipeline restructure
Rebuild stage logic to match how your team actually sells
Custom field cleanup
Remove unused fields, rename confusing ones, organize what remains
Re-engagement of inactive records
Flag and segment stale contacts so they don't pollute your active pipeline
Team walkthrough
Show your team what changed and how to keep it clean going forward
Who needs this

You need this if...

🗃️
Your data is a mess

Duplicate contacts, missing information, records nobody trusts. Your team has stopped entering data because they don't believe the system.

⚙️
Workflows are broken

Automations firing at the wrong time, leads not routing correctly, follow-ups going to nobody. Things are falling through.

📊
Reports mean nothing

Your pipeline numbers are wrong because the data underneath them is wrong. You can't make decisions based on what you're seeing.

Platforms

Works on any CRM.

We work inside whatever platform you use.

The process

How it works
with Pear.

01
Full audit

We go through every contact, field, workflow, pipeline, and integration in your CRM and document what's there.

02
Cleanup plan

We send you a breakdown of what we found and what we recommend removing, fixing, or restructuring. You approve before we touch anything.

03
Cleanup execution

We execute the cleanup - deduplication, workflow fixes, pipeline restructure, field cleanup - systematically and carefully.

04
QA and verification

We verify the cleanup is complete, automations are working correctly, and data integrity is solid before signing off.

05
Team walkthrough

We show your team what changed, how to use the cleaned-up system, and how to keep it clean going forward.

FAQ

Common questions.

Will you delete data I might need?
No. We document everything before touching it and get your approval on what gets removed. Nothing gets permanently deleted without your sign-off.
How long does a cleanup take?
Most cleanups take 3-7 business days depending on how much data you have and how complex the workflow structure is.
What if the CRM is really bad?
We've seen some truly broken setups. There's no situation we haven't cleaned up before. Sometimes a cleanup turns into a partial rebuild - we'll tell you honestly if that's the case.
Do I need to be involved?
Minimally. We need access and your approval on the cleanup plan. After that we handle it and check in when it's done.
Can you clean up any CRM?
Yes. HubSpot, GoHighLevel, Pipedrive, Salesforce, ClickUp, Zoho - we work inside all of them.
★★★★★

"Our CRM was a disaster — duplicates everywhere, broken workflows, data nobody trusted. Pear cleaned it up in two weeks and built the process to keep it clean."

Client — Partner With Pear Client

Ready to clean up your CRM?

Book a free call. We'll take a look at your setup and tell you exactly what it would take to fix it.

Book a Free Call