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AI assistant · Operations & reporting

CRM Data Cleanup & Deduplication

Messy data breaks everything that depends on it: marketing sends twice, reports are wrong, and sales calls the same lead three times.

Our data clean-up assistant finds duplicates and broken records, standardises phone numbers, names and addresses, and keeps your CRM clean with a nightly check.

HubSpotSalesforceExcelGoogle Sheets
data_cleanup.exe — run log_□×
RUNNINGAn example of a real run, on made-up data.
What it does

Three jobs, done every day without being asked.

01Finds duplicates and broken or incomplete records
02Fills gaps and standardises names, phones and addresses
03Runs a nightly check so it stays clean
What it looks like

A real example.

First run: 8,412 contacts scanned, 641 duplicates merged and 1,203 phone numbers fixed. After that, a nightly check catches new mess before it spreads.

Who it's for

Built for busy teams.

Any business with a CRM, customer database or mailing list that has grown messy over time.

Works with HubSpot, Salesforce, Excel and Google Sheets, and most other tools you already pay for.

How it works

Scope it. Build it. You own it.

We map how it runs today

A quick call and a look at the current process: who does it, how long it takes, what goes wrong.

We build it in your accounts

Connected to HubSpot, Salesforce, Excel and Google Sheets. Fixed quote, agreed in writing before we start.

You check it, then it runs

It starts with you approving its work. Once you trust it, it runs on its own and escalates anything unusual.

We keep it running (optional)

Thirty days of fixes are included. After that, an optional month-to-month care plan, thirty days' notice to stop.

FAQ

Questions people ask.

Will it delete anything important?

No. Merges and changes are logged and reversible, and anything uncertain is held for a person to approve.

Is this a one-off or ongoing?

Both. We do a deep clean first, then a light nightly check keeps it tidy.

How much does it cost?

Every build is fixed-quoted after we understand your process, so you know the price before we start. You pay for the project, not per seat, and if it takes us longer than we said, that's our problem.

Who owns it?

You do. It is built in your own accounts, you own every line of code, and nothing stops working if you stop working with us.

Is our data safe?

It runs inside your existing systems. We don't copy your data into tools you don't control, and access is limited to what the assistant needs.

Related assistants

Often built together.

Talk to an engineer_□×
Call or email. A person answers.

Tell us what eats your week.

No pitch deck. We'll tell you straight whether it can run itself, what it would take and what it would save. Every build is fixed-quoted and you own every line of it.

0428 033 718 taylor@hellomillwright.com

Melbourne-based. Replies within one business day.