Monthly CRM maintenance: data hygiene, funnels and support
A recurring service so your CRM keeps reflecting the operation: data cleaning, funnel adjustments, automations, reporting and support for the sales team.
Who it's for
- Companies with a structured CRM that needs someone to look after it month by month.
- Sales teams with no internal system owner.
- Operations that change — new products, branches, channels — and need the CRM to keep up.
- Leadership that wants reliable reports without auditing data entry every month.
A CRM decays if nobody manages it
Fields stop being filled in, duplicates appear, automations go stale, reports stop adding up and within six months the team is back on spreadsheets. It isn't a tool failure: it's the absence of management.
Monthly maintenance assigns an external owner who audits, fixes and evolves the CRM continuously, with a management report leadership can read in five minutes.
What we do every month
- 01
Data hygiene
Detection and merging of duplicates, incomplete fields, unassigned leads and stalled stages. Quality rules applied and reported.
- 02
Funnel and automation review
We adjust stages, criteria and automations to operational changes. New products, channels or branches enter the system without improvisation.
- 03
Reporting and analysis
Updated dashboards and a monthly report with conversion per stage, response times, performance per rep and recommendations.
- 04
Support and training
Support channel for the sales team, onboarding of new users and micro-trainings on the features not being used.
What the plan includes
- Monthly data-quality audit with fixes applied.
- Up to one cycle of funnel and automation adjustments per month.
- Maintained dashboards and a monthly management report.
- Team support with an agreed response time.
- Licence management and vendor relationship.
- Specification of new integrations for execution by DotsCom Dev.
Frequently asked questions about monthly CRM maintenance
Keep your CRM as tidy as on day one
An external owner, a monthly report and a sales team that uses the system because it works.
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