Services
RevOps
CRM Architecture Cleanup
Restructure your CRM's objects, properties, and relationships to create a clean, scalable foundation.
Foundation
Your CRM's underlying structure has become messy and hard to work with.
• Too many custom properties, many unused or redundant.
• Object relationships are broken or poorly configured.
• Naming conventions are inconsistent.
• Reporting is limited because the data model doesn't support it.
• Every new request requires a workaround because the foundation is broken.
What we do
We audit and restructure your CRM's core architecture to make it clean and scalable.
• Inventory all objects, properties, and relationships.
• Identify unused, redundant, or misconfigured elements.
• Clean up naming conventions and field types.
• Restructure object relationships for accurate reporting.
• Document the target architecture and migration plan.
Deliverable
You receive a CRM architecture cleanup package.
• Object and property inventory with cleanup recommendations.
• Redundancy and misconfiguration findings.
• Target architecture documentation.
• Naming convention standards.
• Migration plan and implementation guide.
Outcome
A clean CRM architecture that supports reporting, automation, and growth.
• Reduced clutter in the CRM.
• More intuitive property structure for users.
• Unlocked reporting capabilities.
• Easier automation configuration.
• Scalable foundation for future growth.
Best Fit
Best for CRMs that have been in use for 2+ years with multiple admins and no architectural review.
If every new reporting request or automation build requires workarounds because the underlying structure is messy, this cleanup restores a clean foundation your team can build on.