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Agent library / Data and reporting / CRM clean-up and duplicates

CRM clean-up and duplicates

PitCrew finds duplicate contacts, inconsistent names and households set up wrongly in your CRM, and proposes merges and fixes for your team to approve.

When it runsMonthly, or on demand
Who approvesOperations
Works withYour CRM
Get in touchDescribe your version of this task

How it works

4 steps. A person decides at the end.

  1. Scans the CRMContacts, households, fields
  2. Finds problemsDuplicates and inconsistencies
  3. Proposes fixesMerges and corrections
  4. A person approvesOperations approvesEach change

What it reads and what it produces

Reads

  • CRM records

Produces

  • Proposed merges and fixes
  • A data quality summary

Rules it follows

  • Never merges on its ownEach merge is approved.
  • Shows both recordsSide by side before a merge.

Questions firms ask

Last updated: October 2026

Will it change our CRM records without asking?

No. Every update is shown to a person first. Nothing is written until it is approved.

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

More in Data and reporting

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Custodian to CRM reconciliationCompares custodian, CRM and portfolio records and flags the real differences.Statement parsing, Schwab and FidelityReads Schwab and Fidelity statements into clean, structured data.Custodian data feed monitoringChecks custodian data arrives complete and on time, before your team works from stale data.Missing data fill-inFinds blank fields in your CRM and proposes values from documents on file.Change sync across systemsTakes one approved change, such as a new address, and updates it in every connected system.Settings change detectionSpots changes to settings that matter, such as fee schedules and permissions, and asks who approved them.Source documents into the CRMPulls key facts from client documents into the right CRM fields, with a link to the source.Document filing and clean-upNames and files documents into the right household folder, and tidies old folders.Quarterly reporting assemblyAssembles quarterly client reports and checks the numbers before they go out.Management reporting packAssembles the monthly pack for partners: assets, flows, new and closed accounts by advisor.Form ADV numbersPulls the assets, account and client counts your Form ADV amendment needs.RFP and due diligence questionnairesDrafts answers to RFPs and due diligence questionnaires from your approved past answers and documents.
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We build it with you, from data access to the first production run in 5 working days.

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