Articles on: Unleash your CRM 🚀

How to keep your CRM data clean?


Organise your CRM data


Unique ID

Make sure to maintain a clean unique ID for each object

  • Contacts : use an email or a phone number (use the E.164 phone number format) or a linkedin URL
  • Deals : make sure a deal is associated to a Company and to a Contact
  • Companies : make sure you have a clean domain or a business legal number or a linkedin company page URL


Avoid duplicates
  • using the HubSpot Duplicates feature (or the Operations hub)
  • or using a tool like Koalify (https://koalify.io)


  • Avoir un Dashboard et des tâches de mise Ă  jour pour les sales

  • CrĂ©er un dashboard pour vĂ©rifier la qualitĂ© de la donnĂ©e (tel champs bien rempli, date de fermeture sur les transac, montant, RDV mappĂ© ….)

  • Automatiser des tâches ou message slack chaque semaine pour cleaner la pipe

  • SystĂ©matiser cette pratique


Keep your CRM data clean


Help your Sales
  • Create a dashboard to check data quality (fields filled in correctly, closing date on transac, amount, RDV mapped...)
  • Automate tasks or slack messages each week to clean up the pipe.
  • Systematise this best practice


Updated on: 02/01/2025