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CRM Cleaning keeps your connected CRM tidy. It writes values in one standard format, fills blank fields, links contacts to their companies, merges duplicates, and reports the problems it cannot fix by itself. It needs the CRM Cleaning add-on and a connected CRM (HubSpot, Salesforce or Attio). Some fixes need HubSpot: see capabilities by provider.

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How it works

  1. A scan reads your CRM and runs every check that is not Off. Start one by hand, or turn on the schedule.
  2. Each check has one setting: Off, Ask me or Do it. See Modes and settings.
  3. What a check is certain about, under Do it, is written to your CRM straight away.
  4. Everything else that can be fixed waits in Review for you to apply or dismiss.
  5. Problems Clustr cannot fix go to Findings, with a link to the record in your CRM.
  6. Every change is kept in History, and most can be reverted for 30 days, one at a time or a whole rule at once.
While the schedule is on, a contact or company created in your CRM is also checked for duplicates within seconds, not at the next scan. It uses the same checks and the same merge settings as a scan. See new records.

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What is automatic and what asks

Until you change anything: Paid enrichment and the schedule are off until you turn them on. Every scan writes the changes of the checks on Do it, including a scan you or your AI assistant start by hand. Clustr never writes over an edit someone made in your CRM after the scan. A formatting fix never changes what a value means: phone numbers never gain or lose a digit.

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Review and Findings

The two lists never mix.
  • Review holds changes waiting for a decision, grouped by kind, for example “Safe · Format & casing · contact · phone”. Apply or dismiss a whole group, or one change at a time. A waiting change that no scan finds again for 45 days closes on its own.
  • Findings holds what you fix in your CRM: a record with no owner, a deal with no contacts, a stage that does not add up, an empty required field, a duplicate. Duplicates can be merged from here on HubSpot.
More in Review, Findings and merges.

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Where things are

CRM Cleaning has these views in the sidebar:

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Keep up to date

While the schedule is on:
  • One weekly email every Monday sums up what was fixed and what is waiting, with a short Worth a look note when many new duplicates appeared or a field got emptier.
  • An immediate email goes out only when changes fail to write to your CRM.

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