How It Works

 

Our ongoing services follow a cyclical and proactive approach to ensure that your CRM data remains clean, organized, and up-to-date. This process combines continuous data assessment, cleansing, and monitoring to keep your data in top shape over time. The key steps are as follows:
 
 
Data - How do Data Operations Services work?

 

Review Data Condition & Users' Feedback arrow-icon

We regularly assess your CRM data health and gather feedback to stay ahead of new issues.

 

Align Data Quality Rules & Set Standards arrow-icon

We define formats, fill gaps, and align your CRM data with business rules to reduce errors.

 

Adjust CRM Configuration arrow-icon

We configure your CRM (fields, forms, workflows) to support your data standards.

 

Set Up Automations arrow-icon

We use Insycle, HubSpot Operations Hub and our own tools to automate cleanup tasks like deduplication and formatting.

 

Condition Monitoring & Reporting arrow-icon

We track performance, deliver reports based on your plan, and recommend continuous improvements.

 

What We Prioritize in Ongoing Work

 

Not all CRM issues are equally valuable to fix. That’s why we focus our efforts where they matter most, maximizing data quality while managing complexity.

 

Data - Operations Services framework

 

Quick Wins

We address cleansing and formatting issues that create noise in your CRM, like fixing capitalization and removing empty or placeholder values.

Foundational Fixes

We ensure consistent standards across key fields, like phone numbers and country codes, so your CRM supports segmentation, automation, and reporting.

High-Impact Tasks

We tackle duplicate records across contacts and companies to reduce confusion, improve reporting accuracy, and enable better team coordination.

Strategic Improvements

We enrich records using your own CRM data, such as inferring country, state, or time zone from available fields. If you have external enrichment sources, we can work with them too (not included in the base service).

How Clean CRM Data Impacts Your Business

Better Decisions

Reliable data supports faster, more confident decisions in sales, marketing, and ops.

Efficiency Gains

We remove manual tasks by automating deduplication, standardization, and field updates.

Improved Engagement

Clean contact and company data powers more accurate segmentation and personalization.

AI Integration

High-quality CRM data improves results from AI agents and HubSpot’s AI tools (scoring, duplicate detection, etc).

 

Choose the Right Plan

for Your HubSpot Data

 

Each plan includes a set number of Tickets (Hours) per month. A Ticket is a data operation that may include analysis, logic design, automation setup, and testing. Only tasks that change data require client approval. All others can be tracked via our Customer Portal.

 

 
Data Care

Starter

Up to 50,000 records*

From

USD 852/mo
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Condition Monitoring (Q)
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Corrective Planning (Q)
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Cleansing, Standardization, Deduplication
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Grid Edit, Group & Update (T)
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Insycle-based Automations
 
Data Care

Business

Up to 200,000 records*

From

USD 2,380/mo
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Condition Monitoring (B)
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Corrective Planning (B)
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Cleansing, Standardization, Deduplication
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Grid Edit, Group & Update (T)
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Insycle-based Automations
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Reporting & Follow-up (S)
 
Data Care

Enterprise

Up to 350,000 records*

From

USD 3,914/mo
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Condition Monitoring (M)
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Corrective Actions (M)
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Cleansing, Standardization, Deduplication, Record Association
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Grid Edit, Group & Update, Import
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Automations via Insycle & Operations Hub
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Reports (Q) & Follow-up (M)

Data Care Enterprise Plus +350,000 records* 
Same as Enterprise, with increased data capacity. Custom Pricing. 

(*) What’s a record?
In HubSpot, we count contacts, companies, and deals. Tickets and custom objects can be added if needed.
 
(M) Monthly, (B) Bimonthly, (Q) Quarterly, (S) Semiannual
 
(T) Templates Only: For specific fixes (Outliers), we create filtered views in our platform so your team can apply changes. With Data Care Enterprise, we make the changes for you.
Turn Your CRM Into a High-Performing Asset

Your HubSpot data deserves better. With our continuous support, you’ll stop worrying about messy records and start getting more from your CRM.

 

Shoshana Glickman

Marketing Manager

We were very happy with the service!

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King White

CEO

They did a great job. Very professional.

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Kylee Rocher

Marketing Automation

Carlos was incredible to work with! Before working with Binomial, we really struggled with duplicate contacts and accounts with our two CRMs. Carlos helped us create a tailored plan to address our data issues and worked with us in a timely manner to get the job done. Not only did Carlos complete the work efficiently, but he also made sure we understood how he was doing it, so we could maintain processes after the project was over!

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Gemma Haggarty_Axesshealth
Gemma Haggarty

CMO

It was an absolute pleasure to work with Carlos. He was clear about the work that was needed, kept us updated, and was organised and efficient in his delivery. I'd definitely use Binomial again.

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Frequently Asked Questions

What are Ongoing CRM Data Services? arrow-icon
We offer continuous HubSpot data management, monitoring, cleaning, and optimizing your CRM so it stays reliable over time.
What’s included in your services? arrow-icon
Depending on the plan: monitoring, automations, cleanup, deduplication, formatting, record association, data standards, and reporting.
How do tickets work? arrow-icon

Each ticket covers a specific task (Activity). You approve tickets that change data. All conversations can be tracked via the Customer Portal.

Data - How do tickets work?

 

Can I change plans? arrow-icon

Yes. You can upgrade or downgrade as your needs shift.

Is my data safe? arrow-icon

Yes. We follow strict protocols and use secure tools. A Security Plan is available upon request.

Do you help with GDPR, CCPA, or other data privacy compliance? arrow-icon

No. As the data controller, your company is responsible for compliance with regulations like GDPR and CCPA. But we support your efforts by using secure, compliant tools and following best practices. We also provide a Data Security Plan with a built-in breach response, just in case.

What if I need help outside my monthly plan? arrow-icon

No problem. If something urgent comes up, or you need help with a special project, we can jump in with extra services as needed. We’ll scope it quickly and get to work.

Let's Discuss Your Data Needs

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