CRMPicks

Free resources

Free CRM templates

Simple, free templates to help you set up or tidy a CRM. Items marked coming soon are not ready yet.

Contact import template (CSV)

Column layout for importing contacts into most CRMs.

Coming soon

Duplicate cleanup checklist

Step by step list for finding and merging duplicate contacts.

Coming soon

Simple sales pipeline stages

A starter set of deal stages for a small team.

Coming soon

Done-for-you CRM cleanup

Messy CRM? Get it cleaned up for one flat fee.

Duplicates, confusing fields, and leads stuck in an inbox make any CRM hard to use. I will tidy it up so your contact list is something you can actually work from.

  • Dedupe and clean up to 1,000 contacts
  • Fix or simplify fields (properties) so the data makes sense
  • Connect a simple lead form so new inquiries land in your CRM
Pay $110 with PayPal (opens in a new tab) Email me first

Flat fee for one CRM (HubSpot or Salesforce). Payment via PayPal. Need a sales pipeline and follow-up setup too? Ask about cleanup plus setup for $200. Done by Cole Siegel, Salesforce Certified Platform Admin.

$110 flat fee