Deal & pipeline hygiene
Stale deals surfaced and chased with their owner, close dates and amounts corrected, stages aligned to your documented definitions, and dead deals closed out honestly.
Off Your Plate / CRM Data Management & Pipeline Hygiene
A CRM your forecast can actually be built on
Salespeople sell. They do not update close dates, log meeting notes or fill in the industry field, and no amount of asking has ever changed that. So put the admin somewhere else and let the pipeline reflect reality again.
Hourly rate
QC 10.00 / hour
1 QCoin = 1 US dollar. Billed on hours actually logged, after you accept the work.
Turnaround
Weekly maintenance cycles, or a one-off tidy-up of a neglected CRM in 3–7 working days.
What it typically saves you
Four to six hours a week of maintenance usually keeps a twenty-person sales team’s CRM reportable — far less than the meeting time wasted arguing about the numbers.
The forecast is wrong because the CRM is a wish list
Deals sit in stage three with a close date from last quarter. Half the accounts have no owner. Two hundred contacts have no job title, so segmentation quietly drops them. Then leadership asks for a forecast and everyone privately rebuilds it in a spreadsheet.
The tool is not the problem and neither are the salespeople. The problem is that nobody owns the maintenance, and maintenance is the only thing that keeps a CRM worth having.
Scope
CRM Data Management & Pipeline Hygiene: What this covers
Activity & note logging
Meeting notes, emails, call outcomes and documents attached to the right record from your reps’ raw notes, so account history survives a rep leaving.
Field completion & enrichment
Empty industry, size, region, source and lifecycle fields researched and filled, so segmentation, routing and reporting stop silently excluding records.
Deduplication & merging
Duplicate contacts, companies and deals identified and merged under approved rules, keeping the best data from each side and the full activity history.
Import & migration support
List imports mapped, deduplicated and validated before they land — plus full migrations between CRMs with a reconciliation count on both sides.
Reporting & dashboard upkeep
Recurring pipeline, activity and source reports built and refreshed on schedule, with the definitions written down so two people get the same number.
What you get back
Every order delivers the same four things
However small the job, the output is complete, checked and traceable — because a deliverable you have to re-check yourself has not actually saved you anything.
- A weekly hygiene report — records touched, fields filled, duplicates merged, deals corrected
- A stale-deal list routed to each owner with a specific question attached
- A data-quality scorecard trending completeness over time
- Documented field definitions so the rules survive after us
What this costs
- Hourly rate QC 10.00
- QCoin value 1 QC = 1 USD
- Minimum order None
- Charged when You accept it
A 4-hour job therefore costs QC 40.00 — that is 40.00 US dollars, deducted from your wallet only after you have seen the work and approved it.
QCoins never expire, and they are one-way: they cannot be converted back into your own currency or withdrawn, only spent on QDesk services. How the wallet works.
Create a free accountPaying with QCoins
From handing it over to paying for exactly what it took
QCoins are prepaid credit pegged permanently at 1 QCoin to 1 US dollar. You top up, you hand the job over, and the wallet is charged only for the hours logged — after you accept the result.
-
01
Pick the job and see the price
Everything on this page carries a published hourly rate in QCoins. You see it before you commit to anything, and it is the same rate for everyone — no bidding, no haggling, no waiting three days for a quote.
-
02
Hand it over. Spend nothing.
Describe the job, attach your files, and post it. No QCoins are deducted. An Operations Manager picks it up from our own queue and confirms the approach with you before the real work starts.
-
03
Hours are logged as the work happens
Time goes on the order as it is spent. When the work is delivered you can see exactly how long it took before you decide anything at all.
-
04
You accept it — then the wallet moves
On approval, hours logged multiplied by the hourly rate leaves your balance and is recorded against that order. Not before. Never more than that.
-
05
Not right? It goes straight back
You have three days with it. Send it back with written feedback and the same manager keeps working — you pay for the hours the job genuinely takes, never a penalty for asking.
-
06
Gone quiet? A person decides, not a clock
If three days pass with no word from you, the order does not wave itself through. It goes to a QC Expert — someone who did not do the work and cannot see who you are — who opens the delivery, checks it against your brief, and either confirms it was done properly or sends it back for rework at no charge. Only that confirmation releases the payment.
More on the wallet itself: what a QCoin is and how it is spent.
Compatibility
We work in the tools you already use
- Salesforce
- HubSpot
- Pipedrive
- Zoho CRM
- Microsoft Dynamics
- Close
- Copper
- Monday CRM
- Outreach
- Salesloft
- Apollo
- Excel
Who asks for this
Sectors that hand us this work most often
- B2B SaaS
- professional services
- manufacturing
- recruitment
- financial services
- real estate
- agencies
- education
Working somewhere else, or in a tool that is not listed? Tell us what you need — the work is written and file-based, so location rarely matters. Tell us what you need
Frequently asked
Questions about CRM Data Management & Pipeline Hygiene
Will your changes overwrite what our reps entered?
Only under rules you approve. Anything ambiguous is queried with the record owner rather than overwritten, and every change is made from a named user, so your own audit history shows exactly what happened.
Can you chase our salespeople for updates?
In writing, yes — and a weekly list of specific questions on specific deals gets a far better response than a general reminder to update the CRM. What we cannot do is make a manager enforce it.
Do you build reports and dashboards?
Standard pipeline, activity, source and conversion reporting, yes. Deep custom Salesforce development, Apex or complex flows are a development engagement rather than an hourly admin task — we will tell you when you have crossed that line.
What access do you need?
A standard user licence with the permissions the work requires — usually edit rights on contacts, companies and deals, and nothing else. Administrator access is not required and we prefer not to hold it.
Can you help us migrate to a new CRM?
Yes: field mapping, data cleanup before the move, staged imports, and a reconciliation count on both sides so you can prove nothing was lost in transit.
Often handed over together
More we can take off your plate
Data Cleaning, Deduplication & Enrichment
Messy databases standardised, duplicates merged safely, dead records retired and missing fields filled from so…
QC 9.00 / hourB2B Lead List Building & Prospect Research
Verified prospect lists built to your ideal customer profile — right companies, right people, addresses that…
QC 10.00 / hourEmail Campaign Build & List Hygiene
Campaigns built and tested across clients, lists segmented and cleaned, automations mapped and quietly kept wo…
QC 11.00 / hourGet the cRM Data Management & Pipeline Hygiene off your plate
Open a free account, top up as little as five QCoins, and hand it over. No contract, no minimum, and nothing charged until you accept the work.
+91-9839009990 · Lucknow, India