Your CRM Is Costing You Deals
B2B contact data decays at roughly 30% per year. If your team hasn't audited the CRM in the past twelve months, nearly a third of your records are probably wrong - wrong job titles, dead email addresses, companies that no longer exist.
Most teams discover they have a CRM data hygiene problem when pipeline dries up, not when it starts. The quiet cost - SDRs spending two hours a day hunting for contact details instead of selling - rarely shows up on a dashboard. But it shows up in the true cost of bad CRM data at the end of the quarter. If you are seeing signs your CRM data is killing your pipeline, an audit is where to start.
A CRM Quality Audit finds out exactly where you stand.
What We Audit
We run a systematic check across five areas. This is not a surface-level scan - it is a full operational audit of your CRM data, whether that is HubSpot, Salesforce, Pipedrive, or any system that exports to CSV.
Data Hygiene
Duplicates, formatting inconsistencies, empty required fields, and hard-bounced email addresses. We identify how many records are duplicated, how they got that way, and which version to keep.
Contact Accuracy
Job title currency, company status checked against Companies House (active, dissolved, dormant), and email validity via SMTP verification. If a contact changed roles eight months ago, we flag it.
Enrichment Gaps
Missing direct dials, no LinkedIn URLs, no company revenue or headcount data. We map exactly which fields are empty and what data enrichment would fill them.
Compliance
UK GDPR consent status, TPS/CTPS screening results, and data retention violations. Records held without a lawful basis get flagged for review or deletion.
Tech Stack Integration
Broken syncs between your CRM and marketing automation. Form submissions not flowing into the right fields. Lead routing rules firing on incomplete data. If you need deeper CRM data cleansing rather than an audit, we handle that too.
How It Works
- You export your CRM data. We provide step-by-step instructions for HubSpot, Salesforce, or CSV. No admin access required - your CRM stays untouched until you choose to re-import.
- We run the audit. Deduplication, bounce detection, job change flagging, field completeness analysis, and gap identification across every record.
- We enrich. Missing fields get filled where data is available - verified emails, phone numbers, company data from Companies House, LinkedIn profiles, tech stack intelligence. We pull from 16 sources per record.
- We score. Every record gets an ICP fit score and a data confidence rating. High-value contacts with strong data rise to the top. Stale records with no recoverable data get flagged for archiving.
- We hand over. You receive the cleaned dataset plus a 30-minute walkthrough call where we review findings, explain recommendations, and agree on next steps.
Timeline: 5-7 business days for up to 10,000 records.
What You Get
- Gap Report (PDF): Visual breakdown of data quality scores across every field - completeness rates, duplicate clusters, bounce percentages, and enrichment coverage.
- Enriched Dataset: Every record checked, validated, and appended with available data. 400+ data points per company where sources allow.
- Prioritised Re-Import File: A CRM-ready CSV sorted by ICP fit and data confidence. Your reps start with the best records, not a random list.
- 30-Minute Walkthrough: A screen-share session to review findings, discuss what surprised us, and map out whether you need a one-off cleanup or ongoing data operations.
You own the data. It goes into your CRM, not ours. We do not retain, resell, or hold your records after delivery.
Most clients follow the Health Check with a ICP-Verified Prospect Pool or ongoing Pipeline Retainer - but there is no obligation.
Pricing
Up to 2,000 records: £2,000. Up to 5,000 records: £3,500. Up to 10,000 records: £5,500.
Fixed price. No hourly billing. No scope creep. Built-in review round - if the data doesn't meet agreed benchmarks, we fix it at no extra cost.
For context: hiring a data ops person costs £45,000+ per year. A CRM migration with dirty data costs 3-5× more to fix later. A single SDR wasting one hour per day on data tasks costs roughly £6,000 per year in lost selling time. The CRM Quality Audit pays for itself within the first month of cleaner data. And every month you wait, another 2.5% of your database goes stale.
If you are not sure whether your CRM needs an audit, the call itself costs nothing.
Book a free scoping call - we will tell you within 15 minutes whether an audit makes sense for your situation, and scope the work on the spot.
Who This Is For
- UK B2B scale-ups with 1,000+ CRM records and a growing sales team
- Sales leaders who do not trust their pipeline numbers - see how we help VPs of Sales
- RevOps managers who inherited a database nobody has maintained - see how we help RevOps teams
- Companies about to scale outbound and need clean data before hiring SDRs
- Teams migrating CRMs who want to clean before they move
- Anyone who hasn't audited their data in 12+ months
If you are a B2B SaaS company, we also offer CRM health checks for SaaS companies with sector-specific enrichment sources.
Frequently Asked Questions
Which CRMs do you support?
HubSpot, Salesforce, Pipedrive, or any system that exports contact and company data to CSV.
How long does it take?
5-7 business days for up to 10,000 records. Larger datasets are scoped on the call and typically take 7-10 days.
Do I need to give you CRM admin access?
No. We work from an export file. Your CRM stays completely untouched until you decide to re-import the cleaned data.
What if we have more than 10,000 records?
We scope it during the call. Pricing adjusts based on volume, but the process is the same.
Is the data GDPR compliant?
Yes. We screen against TPS/CTPS, verify legitimate interest as the lawful basis for B2B outreach records, and flag any records that should be deleted under UK GDPR storage limitation rules.
What happens after the audit?
That depends on what we find. Some clients take the cleaned data and run. Most move to a ICP-Verified Prospect Pool to add net-new prospects, or a Pipeline Retainer to keep the CRM clean month after month. There is no obligation either way.
