CRM Data Cleanup Checklist

A neglected Customer Relationship Management (CRM) system can be paralyzing for marketing, sales, and service teams.

You have to clean up your data, but where do you start?

Figuring out how to actually make sense of your database is a time-consuming and expensive task. To make it easier for you, we’ve created this simple data cleanup checklist that walks you through data cleanup step by step.

Download the Checklist

A neglected CRM isn't just a wasted investment - it can actively sabotage your teams and the work they need to do every day. 

Follow the steps in this comprehensive checklist to make sure your data is clean, your teams are ready to go, and your CRM is running smoothly.

What's Covered in the Checklist


How to analyze and clean up your data


How to clean up your files


How to reorganize your lead sources and lists


How to create reporting that matters


How to formulate and stick to a standard process


How to look for duplicates and bad data


How to re-import and organize your contacts

Get Better Results with HubSpot

Cleaning up your data is step one. But are you using the right CRM? HubSpot's free CRM seamlessly integrates with your marketing to create better conversions and data tracking.