CRM & Business Operations

Clean data, documented workflows and dependable admin support, so the back office stops eating your week. Hands-on operations work, scoped one-on-one rather than bought off the shelf.

Tailored · scoped on a discovery call

The work nobody wants to do, done properly

A CRM full of duplicates, dead addresses and inconsistent tags is worse than no CRM, because you act on it as though it were accurate. Reporting is wrong, follow-up reaches the wrong people, and nobody trusts the system enough to maintain it.

AI is genuinely good at this: pattern-matching across thousands of records to surface likely duplicates, inconsistent formatting and invalid entries. What it must not do is decide what gets deleted. Field logic, validation rules and every destructive action stay under human control — and every project ships with a before-and-after report showing exactly what changed.

Deliverables

CRM cleanup, duplicate removal and data validation

Field mapping, imports and migrations

Contact-list hygiene and tag or label audits

Email-template setup and spreadsheet cleanup

Workflow creation and integrations

Reporting dashboards and ongoing CRM monitoring

Administrative assistance and project support

SOP documentation and team training

Option 01

A one-time cleanup

Dedup, validate, and restructure what is already there. Ends with a before-and-after report so you can see exactly what changed rather than taking it on trust.

Duplicate removal and data validation
Field mapping, imports and migrations
Tag and label audits

Option 02

Ongoing monitoring

A clean database drifts back within months if nothing maintains it. Regular health checks catch duplicates and bad data before they compound.

Scheduled health checks
Duplicate alerts and routine cleanup
Periodic quality reporting

Option 03

Admin support

Recurring hours for the work that keeps landing on your desk — data entry, scheduling, follow-up, project coordination.

An agreed block of hours each month
CRM maintenance and workflow upkeep
SOP documentation and team training

What a quote depends on

Sharing these upfront means you get an accurate number on the first reply rather than after three rounds of questions:

Which CRM or system you use — or whether it is still spreadsheets

Roughly how many contacts or records you have

What you already know is wrong with it, if anything

Whether you need a one-time cleanup or ongoing upkeep

Whether workflows, integrations or dashboards need building

Whether anyone on your team needs training or written SOPs

A rough record count is genuinely the most useful thing you can bring — it drives more of the estimate than anything else. If you are not sure, an approximate figure is fine.

How your records are treated

CRM work means access to your contact data, which is a serious responsibility. Before any cleanup begins, the working practice is: take a full export as a restore point, agree in writing which fields are authoritative and what qualifies as a duplicate, and run destructive changes only after that is settled.

Every project ends with a before-and-after report so you can see exactly what changed rather than taking it on trust.

Clean data is a foundation, not a result

A tidy CRM does not generate revenue by itself. What it does is make everything built on top of it trustworthy — reporting you can act on, follow-up that reaches the right person, and hours back that were going to manual work.

AuraAi does not promise a lift in conversion or revenue from a cleanup. What is promised is defined work, done carefully, with a report showing exactly what changed.