# CRM clean-up for Shiftly

> Cleaned 8,000 contacts and set up simple rules to keep the CRM tidy.

URL: https://freelance.adscaled.media/freelancers/grace-wanjiru/work/crm-clean-up-for-shiftly

Cleaned 8,000 contacts and set up simple rules to keep the CRM tidy. A case study by Grace Wanjiru, Executive Virtual Assistant.

## Challenge

Shiftly, a workforce scheduling app, had a CRM full of duplicates, missing fields and outdated contacts. Nobody trusted it.

## Solution

I merged duplicates, researched and filled missing data, archived stale contacts and documented simple data-entry rules for the team.

[View Grace Wanjiru’s profile](https://freelance.adscaled.media/freelancers/grace-wanjiru)

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