Data Cleansing That Makes Your CRM Work Smarter
Bad data is expensive. We clean it up before it costs you more.
We clean and optimise your CRM, ERP or marketing data — removing duplicates, fixing formats, and making your reports trustworthy again.
Dirty data isn’t just a nuisance — it’s expensive. It clogs up your CRM, breaks automations, confuses your sales team, and derails decision-making.
Whether you’re prepping for a HubSpot rollout, merging systems, or just tired of patchy records, our data cleansing services can help.
We don’t just clean —we correct, enrich, and future-proof.
We work across HubSpot, Salesforce, Dynamics, ERPs, spreadsheets, and more — cleaning data in-place or as part of a broader CRM migration or integration project. Our approach to data cleansing goes beyond basic deduplication. We:
Run a full audit to flag problem areas
Deduplicate records and remove redundancies
Standardise formats for names, dates, phone numbers and addresses
Identify and fill in missing or incomplete fields
Correct invalid entries and rogue free-text fields
Align data structure with platform best practices
Good data means better decisions.
Clean data improves reporting, user adoption, automation accuracy, and overall business performance. With a trusted dataset, your dashboards tell the truth, your workflows actually work, and your sales and marketing teams can move with confidence.
Use cases include:
Healthcare patient portals with medication reorders and treatment plans
Partner portals for onboarding, resource libraries, and reporting
Investor dashboards with payment history and real-time portfolio data
"Honestly, we had a huge project to complete in a very small amount of time, but I felt confident the entire time with Engaging. The expert team at Engaging has really changed our Marketing playing field, going above and beyond at every step of the way. I can’t wait to work with them again, and I can’t recommend them highly enough."
Anne-Marie Prince
Associate Manager Marketing Automation
Frequently asked questions
Data cleansing is the process of removing duplicates, fixing broken formats, and validating records in your CRM or ERP. Clean data improves reporting accuracy, automation performance, and sales efficiency, saving businesses from costly mistakes.
We work across HubSpot, Salesforce, Dynamics, ERPs, spreadsheets, and bespoke systems. Cleansing can be done in-place or as part of a larger migration or integration project.
We go beyond deduplication. Our services include standardising formats, filling missing fields, correcting invalid entries, and aligning data structures to best practices.
We set up guardrails like field validations, dedupe automations, and team training to reduce input errors and maintain long-term data quality.
With a trusted dataset, your dashboards reflect the truth, workflows run correctly, and teams gain confidence in their CRM. The result is better decisions, smoother automation, and higher user adoption.
Tailored to your brand, audience and needs.
Every portal we build is custom-designed for your users, your brand, and your operational reality. That includes:
Intuitive UX and UI design aligned with your identity
Custom dashboards for members, admins, and stakeholder
Granular access controls and secure login flows
Integrations with CRMS, ERPS, inventory, payment platforms and more
Mobile-first, responsive design
Admin panels for internal teams to manage users and content
Documentation and support? Always.
We don’t vanish after go-live. Every portal includes:
Documentation for both users and admins
Team training tailored to tech literacy
Ongoing support options, so you can grow with confidence
Smart rules. Human review. Documented outcomes.
This isn’t a find-and-replace job. We use a combination of automated tools and manual review to flag edge cases, apply business logic, and give you a verified, usable dataset, backed by documentation your team can trust and build on.
And if needed, we’ll put guardrails in place so things stay clean, like field validations, dedupe automations, and team training to reduce input error.