CleanIQ — Clean Data. Smarter CRM.
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Use cases

Make CRM quality part of normal operations.

CleanIQ helps teams replace occasional spreadsheet cleanup with a visible, controlled process tied to the CRM they already use.

01

Agency and client operations

Review duplicate outreach risk, missing contact details, inconsistent assignments, and tag or label structure across connected agency workspaces.

  • Separate CRM connections by organization
  • Plan-based seats and connection limits
  • Team-visible scan and approval history
02

Revenue operations

Find records that weaken segmentation, routing, reporting, and follow-up before those errors spread through automation.

  • Prioritized findings
  • Bulk review where supported
  • Health trends and remaining issues
03

CRM migration and maintenance

Establish a cleaner baseline before a migration or major workflow change, then run recurring scans to catch new decay.

  • Read-only discovery first
  • Controlled correction decisions
  • CRM remains the system of record

Start with visibility

See the quality issues before deciding what changes.

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