Clean up a CRM before you migrate or consolidate it

Duplicate contacts, mismatched company names and fields in five formats make a CRM hard to trust and harder to move. Karg finds the duplicates, standardizes the fields and documents every change before the data goes into its new home.

Who it's for

  • Sales and revenue operations
  • CRM administrators
  • Nonprofits and agencies preparing a migration
  • Business owners

What goes wrong

The same person, entered three times

"Smith, John", "john smith" and "J. Smith" with the same email are one contact, and every campaign reaches them three times.

Company names that don't match

ACME Inc, Acme Incorporated and ACME split one account into three, so its history is scattered.

Fields in every format

Phones with and without area codes, states spelled out or abbreviated, emails in capitals. Filters and imports miss records.

Migrations that move the mess

A new CRM copies every duplicate and broken field across unless they are fixed first.

See it on sample data

Watch Karg clean it, applying what it is sure of and holding the rest for a person, or step through it yourself and make the uncertain calls.

Illustrative sample data, not a customer's records. .

How Karg handles it

Duplicate detection

Exact duplicate rows are removed automatically. Likely duplicates, the same person or company written differently, are grouped and sent to you with Karg's reasons, and nothing is removed until you approve it.

Standardized contact fields

Names, emails, phone numbers, states and addresses are written one way across the whole file.

Company names reconciled

Variants of the same company map to one spelling, so each account's records line up.

Documented corrections

Every change carries its reason and how sure Karg was, and the run's log lists each transformation, so you can check the work before the import.

What you receive

  • A cleaned export, ready to import
  • Duplicate groups, with the record Karg kept and why
  • Standardized names, emails, phones and addresses
  • The exceptions that need a decision from your team
  • A record of every change

Exactly what comes back depends on the data and on how you work with us. Every change is checked against a confidence threshold, and anything below it is decided by a person.

Go deeper

Entries from our field guide to messy data that cover these problems in detail.

Get it done your way

Let our team do the work, or run the platform yourself. Both use the same cleaning engine.

Karg Applied

Have Karg handle it

Send us your files and tell us what you need. Our team runs them through the same engine, checks the uncertain cases, and sends the data back clean.

  • No new software to learn
  • No data hire required
  • Scoped and priced per project

Karg Platform

Use Karg yourself

Upload or connect your data, answer a few questions, and review what Karg is unsure of. Your team stays in control of every change.

  • Self-serve cleaning for your own team
  • Confidence-scored fixes and a review queue
  • Plans from $30 a month, invite-only today