CRM Data Cleansing, we find people who left at their new company

CRM data cleansing, done for you. Our team merges duplicates, takes out people who left and bounced emails, fixes formats, validates and verifies each work email, direct dial and mobile number, and fills blank fields. You get a clean file back, ready to import into your CRM.

  • Sales teams
  • Marketing teams
  • Sales and revenue operations
  • CRM admins
  • Agencies
  • Other teams on request
Clean my 10 free records How it works

We reply within 1 business day.

Send your old export for CRM data cleansing and get back a clean file for your CRM import, each record with its status.

  • Done for you

    You send your CRM export and get the clean file back. No tool to run.

  • People who left, found

    People who left are found at their new company, and the person now in the old job is added.

  • Blank fields, filled

    We fill the blank fields in your records from 1,000+ live sources at the time of your order.

  • Verified 3x

    Each work email and each phone number is validated one by one.

Short answer

What is CRM data cleansing?

CRM data cleansing is a service that returns your CRM export as a clean file in your CRM import format. The 8 steps below show the work in order. Our team does every step between your export and your import.

  1. Export the file your CRM export, from any CRMYour side
  2. Find duplicates contact and company recordsBookYourData
  3. Merge each set into a single record
  4. Fix the formats names, phones, countries and job titles
  5. Validate and verify each work email, direct dial and mobile number
  6. Take out people who left and bounced emails
  7. Fill blank fields from 1,000+ live sources
  8. Import the file your admin loads it into your CRMYour side

Buyers use other names for the same job: CRM hygiene, CRM data hygiene, CRM cleanup, CRM deduplication, data cleansing services or database cleansing.

The long data hygiene guide

Data deduplication

Duplicate records found and merged into a single record

  1. Find the duplicates

    We find duplicates among your contact and company records, matched by work email, by name plus company and by phone.

    • The same person on 2 records
    • The same company under 2 spellings
    • The same record imported 2 times

  2. Merge each set

    2 records become a single record that keeps the details of both. BookYourData changes nothing inside your CRM.

  3. Import the clean file

    The file names each record to keep or merge into by your own CRM record IDs. Your admin imports it.

2 records of the same person come back from CRM data cleansing as 1 merged record that keeps the details of both.

CRM data cleansing for the CRM you use

Salesforce data cleansing for your export

BookYourData cleans your export from Salesforce. The clean file comes back as a Salesforce import file, keyed to your own record IDs, with a status on each record. Your admin loads it.

Each export in the table passes through all 8 steps.

What you sendWhat we cleanWhat comes back
HubSpotYour file export from the CRMDuplicates merged, bounced emails outYour import file back, a status on each record
ZohoA file from the CRM's own exportPeople who left taken out, blank fields filledAn import file keyed to your record IDs, status on every record
PipedriveA file export out of your CRMWork emails, direct dials and mobile numbers validated and verifiedA file in the CRM's import format, each record with its status
Microsoft DynamicsThe export your CRM gives youName, phone, country and job title formats fixedYour admin loads an import file, each record gets its status
CloseA file export pulled from your CRMBounced emails gone, people who left removedA clean import file, a status per record
Excel and Google SheetsThe file you already haveDuplicate sets merged into a single recordYour clean spreadsheet back, every record carries a status
Any other CRM, on requestAny file export your CRM makesThe full clean, from duplicates to blank fieldsAn import file built for your CRM, each record shows its status

BookYourData vs other providers

How we differ from other data providers in CRM data cleansing

BookYourDataOther providers
Done for you, from your CRM exportA tool you set up and run yourself
People who left are found at their new companyThe record is removed, nothing more
Blank fields filled from 1,000+ live sources at the time of your orderFilled from a single database
Each work email, direct dial and mobile number validated and verified, record by recordA single validation for the whole file
Compare us with 10 free records

File Preview

What your cleaned CRM file holds

CRM data cleansing returns a clean file. Your records sit inside, keyed to your own CRM record IDs, with the old value beside the new value, and each record gets a status. The preview shows 5 invented records from an old HubSpot export.

Every record you see here is invented.

Clean file ready to import
Full nameRecord IDWhat we foundOld valueNew valueStatus
Elena Marsh231907Duplicate record231907208114merge into
Tom Becker209552Bounced work emailb•••@optioncarehealth.examplet•••@optioncarehealth.examplereplaced
Rachel Ng214380Left the companyAdaptHealthAmedisysremove
Grace Holloway220716Mixed formats978.555.0142+1 978-555-0142keep
Owen Patel226043Blank field+1 612-555-0157keep
Preview my clean file

People who left their company, and the status of their record

  • Left the company

    Each person who left has a record in the returned file, with a status your admin reads at CRM import.

  • Person's new company

    The person who left is found at the new company. The new company goes on their record in the file.

  • New person in the old job

    The person now in the old job is added under the same company in the returned file.

See how champion tracking works

Old export from HubSpot
The old job
214380Rachel NgAdaptHealth
Patient Experience Manager
Left the companyremove
Clean file ready to import
Person's new company
Rachel NgAmedisys
Patient Experience Manager
r•••@amedisys.example+1 225-555-0174
New person in the old job
Luis OrtegaAdaptHealth
Patient Experience Manager
l•••@adapthealth.example+1 225-555-0186
When a person who left appears at a new company, CRM data cleansing adds the new person in the old job and gives the old record the status remove.

Getting started

How CRM Data Cleansing works at BookYourData

You send the form. BookYourData replies within 1 business day, asks for your CRM export, cleans 10 of your records for free, then returns the full file keyed to your own CRM record IDs, in your CRM's import format.

  1. 1

    You send the form

    Fill in the form on this page. We reply within 1 business day and ask for your CRM export.

    Reply in 1 business day
  2. 2

    10 records cleaned free

    You send your CRM export. We clean 10 records from your file for free, and the clean records come back within 1 business day of the file arriving.

    Free test in 1 business day
  3. 3

    We clean the whole file

    The full clean covers your whole file, from the first record to the last. Most files arrive within 3 business days. Bigger files get exact timing in our reply.

    Most files in 3 business days
  4. 4

    Your clean file comes back

    The file comes back keyed to your own CRM record IDs, in your CRM's import format. Your admin loads it.

    Your CRM import file
Start my clean

Built for

The teams that order CRM Data Cleansing

Sales teams, marketing teams and CRM admins order CRM data cleansing, then import the clean file into their CRM to call, email and report on the records.

  • Sales teams

    Sales teams call a list where each buyer appears as a single record, because duplicates come back merged. No rep calls the same buyer again.

  • Marketing teams

    Marketing teams send campaigns to the verified work emails in the clean file, with bounced emails out of the list, and campaign reports show opens and replies.

  • Sales and revenue operations

    Sales and revenue operations teams run the CRM import, so pipeline counts, forecasts and routing rules work from records with duplicates merged.

  • CRM admins

    CRM admins load the returned file in the CRM import format, and every record maps to its matching field.

  • Founders and small business owners

    Founders and small business owners handle the sales calls and the campaigns on their own, and a shared clean file serves both.

  • Lead generation and marketing agencies

    Lead generation and marketing agencies send client exports through CRM data cleansing before delivery, and the client lists go out with work emails verified.

  • Account managers and customer success

    Account managers and customer success teams keep records current as contacts change jobs, and the renewal call goes to the person now in the job.

  • Recruiting firms

    Recruiting firms track candidates and hiring companies, and outreach goes to the person still in the role, with the current job title.

  • Event organisers

    Event organisers clean attendee and speaker lists before the event, so name badges print with names in a fixed format and follow ups go to verified work emails.

  • Data and reporting teams

    Data and reporting teams build dashboards on the clean import, and record counts match across every panel and report.

  • Companies moving to a new CRM

    Companies moving to a new CRM import the clean file as the opening load, so duplicates from the old CRM stay out of the new one.

  • Other teams with a CRM, on request

    BookYourData runs CRM data cleansing for any other group the buyer names, and every order starts with 10 records of the buyer's own file cleaned free.

Get my team started

CRM Data Cleansing cleans duplicates, verifies work emails, fills blank fields

  • Included
  • On request

Data deduplication

Deduplication merges the duplicate records in your CRM export into 1 clean record for each person or company.

  • IncludedDuplicate contact records, merged into 1 clean contact
  • IncludedCompany duplicates, merged into 1 clean company
  • Included3 kinds: same person twice, same company 2 spellings, same record twice
  • IncludedMatches made by work email, name plus company, and phone
  • IncludedThe merged record keeps details of both, even where 2 records disagree
  • IncludedYour CRM record IDs name what stays and what merges into it
  • On requestAny other duplicate kind you name, merged on request

Formats

Data standardization is the format side of CRM data cleansing: one style for every name, phone number, country and job title in the file you get back.

  • IncludedNames in one format, capital letters included
  • IncludedPhone numbers in one format with the country code, for example +1
  • IncludedCountry names in full, USA to United States
  • IncludedJob titles in one format
  • IncludedTypos and spelling mistakes fixed
  • On requestOn request, split or join fields, full name into first and last
  • On requestAny other format fix you name

Email and phone verification

CRM data cleansing from BookYourData verifies the work email, validates the direct dial and mobile number, and verifies the person still works at the company.

  • IncludedEvery work email verified on its own
  • IncludedDirect dials validated: the person's number, never the company main line
  • IncludedEach mobile number validated and verified with the phone network
  • IncludedDead numbers taken out of the phone columns
  • IncludedThe person verified as still working at the company
  • On requestPostal address verification, on request
  • On requestGeneric addresses like info@ and sales@ are flagged, on request
  • On requestCatch-all addresses, throwaway addresses and spam traps are flagged, on request
  • On requestAny other email or phone verification the buyer names

Records we remove

CRM data cleansing takes the records you do not need out of your file, and nothing is deleted inside your CRM.

  • IncludedPeople who left, each record with its status, a rep who moved
  • IncludedBounced emails, taken out of the file, an address that stopped existing
  • IncludedTest records, flagged in the returned file, example a record named Test
  • IncludedInactive companies, flagged for your admin, a firm that closed down
  • On requestOpt-out and do-not-contact records, taken out on request, an unsubscribe reply
  • IncludedNothing deleted inside your CRM, remove is a status, your admin decides
  • On requestAny other record kind you want out

Data appending

CRM data cleansing fills blank fields in your records at the time of your order.

  • IncludedBlank fields filled from 1,000+ live sources at the time of ordering
  • IncludedContact fields: work email, direct dial, mobile number, job title, seniority, LinkedIn URL
  • IncludedCompany fields: industry with SIC and NAICS codes, revenue, employee count, website, company address
  • IncludedThe person who left, found at their new company
  • IncludedThe person now in the old job, added to your file
  • IncludedA company renamed, bought, closed or with a new website, updated
  • On requestOn request: company hierarchy, parent companies linked to their branches
  • On requestAny other field you name

Status

BookYourData returns a file that holds every record you sent, each under its own CRM record ID.

  • IncludedA status on every record: keep, merge into, remove or replaced
  • IncludedEvery new value with the old value beside it
  • IncludedYour admin reviews every merge before loading the file
  • On requestA data audit on request, with counts per field before and after
  • On requestAny other column you name in the file

Pricing

What CRM data cleansing costs, by records

CRM data cleansing is priced by records. Every record in the file you send counts toward your tier, and removed duplicates count too, because each duplicate is one of the records you sent. The 15 price levels start at $499 for 1,000 records.

Minimum order$4991,000 records$0.50 per record
$6991,500 records$0.47 per record
$9992,500 records$0.40 per record
$1,2993,500 records$0.37 per record
Most popular$1,5995,000 records$0.32 per record
See all 15 prices.
$1,7997,500 records$0.24 per record
$1,99910,000 records$0.20 per record
$2,59915,000 records$0.17 per record
$3,99925,000 records$0.16 per record
$5,39935,000 records$0.15 per record
$6,99950,000 records$0.14 per record
$9,99975,000 records$0.13 per record
$10,999100,000 records$0.11 per record
$12,999150,000 records$0.09 per record
$17,999250,000 records$0.07 per record

You send, we clean

Our team finds the duplicates, removes the bounced emails and fills the blank fields in your file.

Any field, any fix

You name the field or the fix, and we handle it.

1,000+ data sources

We fill the blank fields in your records from 1,000+ data sources, not from a single database.

Validated when you order

Validation runs at the time of your order, not before.

Get a sampleStart with the free test. We clean 10 records from your own file at no cost.

Clean 10 free records first

Why one API lookup does not clean your CRM file

One API lookup pulls from a data provider holding hundreds of millions of contacts. A provider of that size cannot keep every data point up to date daily, weekly or monthly. BookYourData starts at the time of your request, with your file, and validates each data point one by one until we find proof.

Delivery options

How your clean CRM file reaches you

Nothing connects to or changes your CRM. BookYourData returns your clean records as a CRM import file, a CSV or Excel batch file, or through your own API endpoint.

CRM import file

You get a file in your CRM's import format, keyed to your own CRM record IDs, each record with its status. Your admin loads it.

CSV or Excel batch file

Your clean records come back as a CSV or Excel batch file, ready to open, sort and share with your team.

Custom API endpoint

BookYourData sets up a custom asynchronous API endpoint for your company on request. Your own secure endpoint returns the clean file when the cleaning finishes.

BookYourData cleans your file once, or on a recurring schedule: quarterly, monthly, weekly or daily.

Get my file back

FAQ

Before you order

Does CRM data cleansing delete records I need?

BookYourData deletes nothing inside your CRM. CRM data cleansing returns a file you import into your CRM, keyed to your own CRM record IDs, and each record gets a status: keep, merge into, remove or replaced. Your admin loads the file. You decide what happens, record by record.

Is my file safe, and how long is it kept?

Your file is used for your order and nothing else. BookYourData deletes it 30 days after delivery. CRM data cleansing keeps a copy longer only while a recurring cleaning runs, for example on a monthly or quarterly schedule. Every BookYourData product goes through its GDPR and CCPA processes.

How long does CRM data cleansing take?

BookYourData replies within 1 business day. The 10 free records come back within 1 business day of your file arriving, and most files arrive within 3 business days. For bigger files, our reply names exact timing. CRM data cleansing starts as soon as your export lands.

What does CRM data cleansing cost?

CRM data cleansing is priced by the records you send, with 15 price levels from $499 for 1,000 records. Every record in the file counts, removed duplicates included. BookYourData cleans 10 records of your own file free first, and you see the work before you order the full clean.

Working with your CRM

Does BookYourData change my CRM directly or send a file?

BookYourData sends a file. The file arrives in your CRM's import format, keyed to your own CRM record IDs, and each record gets a status: keep, merge into, remove or replaced. Your admin loads the file. Nothing inside your CRM is changed, and there's no live connection to it. The same clean records come as a CSV or Excel batch file, or through a custom asynchronous API endpoint set up for you on request.

Which CRMs do you clean exports from?

BookYourData cleans an export from any CRM: HubSpot, Salesforce, Zoho, Pipedrive, Microsoft Dynamics or Close. Excel and Google Sheets files work the same way. Any other CRM you name is cleaned on request.

How do you schedule CRM data cleansing?

You choose. CRM data cleansing runs each time you send a file, or as recurring cleaning: quarterly, monthly, weekly or daily. BookYourData returns a clean file at the pace you pick.

The cleaning itself

What happens to duplicate records?

CRM data cleansing finds duplicates among your contact and company records. 2 records for the same person turn into 1 record with the details of both. The returned file names the record to keep and the record to merge into it. Your admin sees every merge before loading the file.

What about people who left the company?

In CRM data cleansing, the record of a person who left gets its status in the returned file. The person is found at the new company, and the person now in the old job is added. Your list ends up with both people.

How are emails and phones verified?

CRM data cleansing verifies each work email on its own. Direct dials are validated as real direct dials, never a company main line. Mobile numbers are validated and verified with the phone network. Dead numbers and company main lines come out of those columns. The person still works at the company. Verified 3x labels the 3 verifications.

What else is cleaned on request?

On request, CRM data cleansing adds a data audit with a count per field before and after. You get company hierarchy (parent and branch linking), splitting or joining fields, postal address verification, removal of opt-out and do-not-contact records, and flags for generic, catch-all, throwaway and spam-trap emails. Any other cleaning you name goes into the same order.

Getting started

How does the free test work?

CRM data cleansing starts with 10 records of your own file, cleaned free. Send the export you already have. We reply within 1 business day, and the 10 records come back within 1 business day of your file arriving. You see the work on your own records before you order the full clean.

Who is CRM data cleansing not for?

CRM data cleansing is not for a team that wants a tool to click through itself. BookYourData does the work from your export. You send the file, our team cleans it, and a clean file comes back for your admin to load into your CRM. No tool for you to run.

Send your CRM export and get 10 free records cleaned

BookYourData uses the CRM file you send only for your order and deletes it 30 days after delivery.

How it works

  1. 1

    Send the form

    Fill in the form on this page and send us your request.

  2. 2

    We reply within 1 business day

    Our reply asks for your export file from any CRM you use.

  3. 3

    10 records cleaned free

    We clean 10 records of your own file free and you see the results first.

Open the sales deck

we reply within 1 business day

The CRM you export your records from

Duplicates, bounced emails, people who left, blank fields or anything else you want cleaned

Start with the free test. We clean 10 records from your own file at no cost.