What we clean

 

Duplicate contacts & companies

Merged into one record with one history.

Missing fields

Phone, country, and the rest, filled from data you already have.

 

Messy formatting

Names, cities, states, and phone formats normalized so segments work.

Old or irrelevant records

Stale and unengaged entries cleared out.

 

Wrong links between records

Contacts attached to the right companies and deals.

Disorganized properties

Custom fields reorganized so they can actually be used.

 

The six steps

 

 

 

1. Kickoff call arrow-icon

Goals & Priorities

We meet the team, map what's broken, and agree on priorities.

 

2. Data review arrow-icon

Spot Issues, Scope Work

We audit the portal, quantify the mess, and define the tasks.

 

3. Ticket creation arrow-icon

Full Transparency

Every task becomes a ticket you can track in our Customer Portal.

 

4. Preview and approval arrow-icon

You Stay in Control

You see the result of each change before it touches live data.

 

5. Execution arrow-icon

Fast, Careful Fixes

We clean, standardize, deduplicate, and update. Steps 3 to 5 repeat until the scope is covered.

 

6. Final Report arrow-icon

Track What Changed

A summary of what changed, what improved, and what to watch.

 

What it costs

Projects run four to twelve weeks. Pricing scales with record volume, with tiers from 50,000 to 350,000+ records, and starts at USD 2,500. Scoped up front, so the number you approve is the number you pay.

* In HubSpot we count contacts, companies, and deals. Tickets and custom objects can be added if you need them.

** Cleansing, standardization and deduplication. Record association is quoted separately when needed.

(T) Grid edit, Group and update. Templates only. For specific outlier fixes we build templates so your team applies the changes. On Prime Cleanup we apply them for you.

Basic Cleanup

Up to 50,000 records*, 20 tickets

 

  • Main data operations**

  • Outlier detection (T)

  • Imports

  • Report and Customer Portal access

 

Advanced Cleanup

Up to 200,000 records*, 32 tickets

 

  • Main data operations**

  • Outlier detection (T)

  • Imports

  • Follow-up calls

  • Report and Customer Portal access

Prime Cleanup

Up to 350,000 records*, 46 tickets

 

  • Main data operations**

  • Outlier detection (T)

  • Imports, plus Operations Hub automations

  • Follow-up calls

  • Report and Customer Portal access

Custom Cleanup

Over 350,000 records*, 50 tickets

 

  • Main data operations**

  • Outlier detection (T)

  • Imports, plus Operations Hub automations

  • Follow-up calls

  • Report and Customer Portal access

 

FAQ

 

What is a HubSpot Cleanup Project? arrow-icon

A one-time engagement where we fix messy data in a HubSpot portal. We remove duplicates, fill missing fields, standardize formats, and reorganize what's broken. You get a clean CRM and a report of what changed. Good before a migration, a big campaign, or a fresh start.

What does it cost and how long does it take? arrow-icon

Four to twelve weeks, from USD 2,500. Pricing scales with record volume, in tiers from 50,000 to 350,000+ records. We scope it before we start, so there are no surprises halfway through.

Do I stay in control of my data? arrow-icon

Yes. Every task is a ticket, and any ticket that changes data needs your approval. You see a preview before anything touches live records. If a change looks wrong, you say no and we adjust.

What happens after the project ends? arrow-icon

You get a final report and keep Customer Portal access. Some clients stop there. Others move to a Data Care plan, because a live CRM gets dirty again on its own.

Wondering about security? Everything about access, subprocessors, and change control is on our Data Security & Compliance page.

Show us the portal.

 

Tell us roughly how many records you have and what's worst about them. We'll come back with a scope and a number.