Why Optimise Your CRM?

A cluttered CRM leads to missed opportunities and weak personalisation. We improve data quality, enrich records, and build segments that drive meaningful outreach and reporting.

• Data cleaning & deduplication
• Enrichment (firmographics, technographics, intent)
• Segmentation & scoring frameworks
• Dashboards & reporting you’ll actually use

Automated workflows keep your CRM updated and drive engagement — our Business Automation service ensures your processes run seamlessly.

Our Approach

We audit your current data, define a single source of truth, and implement structured schemas, tags, and lifecycle stages. Then we connect capture points and workflows to ensure data stays clean.

• CRM audit → schema design → normalisation rules
• Integrations for forms, LinkedIn, landing pages
• Playbooks for list building & outreach readiness

A segmented list is invaluable for targeted outreach — see LinkedIn & Outreach for social selling and pipeline building.

What You Get

• Documented data model and field dictionary
• Cleaned + enriched database with segments
• Automation-ready pipelines and reports
• 90-day optimisation plan with KPIs

Let’s fix your data foundation

Call or WhatsApp:
Poland/Europe: +48 661 956 939 · WhatsApp
Australia: +61 414 170 688 · WhatsApp
Email: brian@jo-hunter.com

FAQs

Which CRMs do you work with?
HubSpot, Pipedrive, Close, Zoho, Airtable, Notion-based stacks.

Can you migrate or merge CRMs?
Yes — we plan field mapping, run test loads, and execute cutovers safely.