Cleanup without governance is a treadmill. The rules that created the duplicates are still running, so the count returns within a year and the money is spent again.
Not another data cleaning tool. Start with an export and a defined cleanup plan, prioritising duplicate accounts and contacts, missing owners, invalid emails, dead records, inconsistent picklist values, and unused custom fields. Then set rules that stop the mess returning. Governance matters more than the cleanup: there is no point spending $5,000 cleaning 100,000 records if the system will create 20,000 more bad ones next year.
Last updated September 2026
Published prices. The diagnostic is free. Retainer $2,000 a month for up to 15 hours a week, Kaypo included.
Before any change. This is your rollback, and it costs nothing.
The highest impact fix, and the one that distorts every downstream number.
Unowned records are invisible records. Nobody works them and nobody notices.
Cheap to identify, and they quietly damage sending reputation.
Anything untouched for years. Archive rather than delete, so the history survives.
Six spellings of the same industry makes segmentation and routing unreliable.
Close dates in the past, stages that contradict activity. These distort the forecast most.
Retire them. Every abandoned field is a decision someone will have to re-litigate later.
Want it done and kept clean?
Data cleanup with creation blocking is included in the $2,000 a month retainer. The rules come with it, so the cleanup holds.
Blocking a duplicate before it enters costs nothing. Merging it later costs time forever.
A short mandatory list gets complied with. A long one gets worked around, which produces worse data than no requirement at all.
Titles, regions, industries, and company names standardised as they arrive, so segmentation keeps working.
Someone accountable for data quality, with a number they report on. Without that, entropy wins.
No gated pricing and no call required to see a number. If you want to talk it through, the first one is free and takes thirty minutes.
Let's chat See pricing
CRM Setup, Audit and Governance
What it covers and what it costs
What we built and what it changed
What a week of reading an existing system turns up, the order a rebuild has to happen in, and what has to hold as you grow.
Everything below is free and needs no call.
Yes, and the export plus prioritized list above is genuinely most of it. The part worth outsourcing is the governance rules that stop it recurring.
Usually not at small scale. Native deduplication plus good rules handles most cases. Tools help above roughly 100,000 records.
Included in the $2,000 a month retainer.
One to two weeks for the cleanup, inside a three to four week foundation build.
Only if the rules do not change. Cleanup plus creation blocking is the whole fix, and doing only the first half guarantees a repeat.
Where this sits, and what it costs to fix.
Read-only access to your systems, and a written report you keep either way.
Thirty minutes. Tell us what you are working on and we will tell you on the call whether we can help.
We will reach out to you shortly. If you have not heard from us by tomorrow, email hello@sapwood.io.
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