01 CRM cleanup
Keystone Realty Group
Real estate team · HubSpot · 3 weeks
4,800 contacts in one messy list: duplicates, missing phone numbers and leads nobody had called back. I cleaned every record, built a pipeline and set up automatic follow-up reminders.
- 1,606 duplicates merged
- 4 min reply to new leads, down from 2 days
- +31% more viewings booked
| Name | Phone | Status |
|---|---|---|
| MICHAEL TURNER | — | Duplicate |
| michael turner | (512) 555-0148 | Duplicate |
| Sarah Mitch. | — | No phone |
| emily s | 5125550199 | Bad format |
| Kevin Brooks | (512) 555-0110 | Never called |
Click a lead card to move it to the next stage.
New lead 0
Contacted 0
Viewing 0
Won 0