Data audit
Review record counts, duplicates, missing fields, formats and relationships. Agree which system owns each field.
CRM Data Cleanup & Migration
Clean records. A clearer picture.
Duplicate contacts, broken imports and inconsistent fields make every next step harder. LOKAL cleans, maps and moves CRM data so your team can use it confidently.
Book a 30-minute consultationWhat we can take off your list.
We agree the systems, responsibilities and deliverables before starting. Here is the work we can include.
Cleaning & matching
Standardise values, identify duplicate candidates and apply approved merge rules. Keep ambiguous matches for review.
Mapping & migration
Map fields and associations, test sample imports and agree how historical activity, owners and attachments will be handled.
Validation & handover
Reconcile counts and sample records, check key reports and document exceptions, backups and the final cutover.
Example workflow
Before
One customer has three contact records, different owners and conflicting lifecycle stages.
After
Approved matching rules bring the records together, with an agreed owner and documented exceptions.
An illustration of the work we can scope, not a measured client result.
Know what you’re getting.
Your proposal names the work, timeline, fees and software costs. Testing and handover are part of the plan.
- Data-quality findings and approved cleanup rules
- Field and relationship mapping
- Test import and reconciliation report
- Cutover plan, exception log and maintenance guidance
Understand the setup
Review the live system, sample records and the people doing the work.
Build and check
Make the agreed changes and test the normal journey as well as exceptions.
Put it into use
Train the team, document ownership and agree any ongoing support.
Our AI experience, in daily use
We built an AI operating system.
Then put our agency on it.
LOKI is our company operating system.
It connects our client knowledge, CRM, projects and marketing data so our team can research, build, report and manage accounts from the same working context.
Meet LOKI ↗Knows the account
Brings together client documents, meeting notes, past decisions and project context. The team can pick up the work without starting from scratch.
Works across the tools
Connects CRM records, Google Workspace, Basecamp and marketing analytics. A question can become a report, a task or an update in the system.
Puts AI to work
Connects models including Claude, GPT and Grok to useful business tools. We choose the model and workflow around the task, with access and review built in.
One example: a new website enquiry
- CaptureThe form records the enquiry and its source.
- ConnectLOKI passes the validated information into the CRM workflow.
- UpdateThe lead is created or updated, matching by email.
Founder credential
Claude Certified Architect – Foundations
That experience goes into your build.
We can bring the same approach to your customer data, account workflows and internal tools—with n8n, Zapier, custom integrations and AI where it helps.
Explore custom AI builds ↗Connect the next piece.
Choose another service when the work needs it. You can also bring us in for one defined project.
Before we start.
Will cleaning the CRM delete useful customer history?
We agree the retention and merge rules before changing records. Backups and sample checks are part of the plan. Activity history and attachments are assessed separately because platforms handle them differently.
Can you merge lists from spreadsheets and several CRMs?
Yes. We map the sources, identify reliable matching fields and resolve conflicting values with your team. Unknown or uncertain matches go into an exception list rather than being merged automatically.
Can you enrich missing company or contact information?
We can scope enrichment from agreed sources and available integrations. We document the source, matching method and fields changed, and distinguish verified information from data that still needs review.
Ready when you are
Bring us the work you want to fix.
Tell us which systems you use and what isn’t working. We’ll help you define the next step.
Or email [email protected], or call +61 2 9145 8605 (Sydney) · +63 917 529 5464 (Manila)