CRM setup and cleanup
Customer details scattered across a phone, a spreadsheet, an inbox and a notebook cost you time every day. We bring them into one organized system and set it up around how your business actually works.
What we do
- Import contacts and jobs from spreadsheets, your phone, your email and the tools you use today.
- Find and merge duplicates, so each customer appears once with their full history.
- Build a pipeline with stages that match your process, from new inquiry to estimate, booked, done and paid.
- Set up fields for the details you need: address, equipment, service history, how they found you.
- Connect lead response, booking and follow-up so new activity is recorded automatically.
- Give each team member the right access, with nothing shared outside your business.
Built around your process, not the other way round
A CRM only helps if your team uses it. We start by mapping how a job moves through your business today, then set up only the stages and fields that match. No forty-field forms, no reports nobody reads.
Your data belongs to you. You can export it whenever you like, and each client’s records are kept separate from every other business we work with. More on that on our security and data page.
How a cleanup runs
Collect
You share exports or access; we gather everything into one place.
Clean
We standardize names, phones and addresses, flag likely duplicates and merge them with your sign-off.
Launch
Your team gets a short walkthrough and a one-page guide to the new system.
Common questions
Do I have to use a specific CRM?
Keystone clients get a workspace in our platform as part of their package, built for local service businesses. If you’re committed to another CRM, tell us during the audit and we’ll say honestly whether we can work with it.
What happens to my old data?
Nothing is deleted from your old tools. We copy what you need into the new system, and you decide when to retire the old ones.
Can my team use it on their phones?
Yes. The workspace works in a phone browser and can be installed like an app.
What does it cost?
CRM setup with your contacts imported is part of the Growth and Scale packages. A migration and cleanup on its own is an add-on from $500. See pricing.
Related
Reporting dashboards
See leads, response times, bookings and revenue in one plain view, built from your real phone, calendar and pipeline records, never estimates.
Instant lead response
Website forms, email inquiries and texts get a prompt, personal reply at any hour, and every lead lands in one list with its status.
Security and data
How Keystone protects client data: separate workspaces, encrypted integration keys, hashed passwords, role-based access, audit logs and data export.
Get a free response audit
Tell us how leads reach you today. We’ll show you where they slip through and what we’d set up first. No obligation.
Thanks, your request is in.
your request is in. We’ll reply to set up a short call.
This form opens shortly. In the meantime, email us and we’ll reply.