# CRM Cleanup Guides for Partners and Agencies | Dedupely Blog > Guides for CRM consultants, agencies and affiliates: how to scope a client's duplicate problem, run the cleanup, and keep the client's CRM clean afterwards. - URL: https://dedupe.ly/blog/partners - Section: Pages - Site index: https://dedupe.ly/llms.txt - Any page: append `.md` to its URL for this plain-text form --- Skip to content [New Dedupely Intelligence Now on every paid plan, monthly or yearly.](https://dedupe.ly/ai-deduplication) [Blog](https://dedupe.ly/blog) ## Partners For consultants, agencies and affiliates who clean client CRMs. [All](https://dedupe.ly/blog) [HubSpot](https://dedupe.ly/blog/hubspot) [Salesforce](https://dedupe.ly/blog/salesforce) [Pipedrive](https://dedupe.ly/blog/pipedrive) [Duplicates](https://dedupe.ly/blog/duplicates) [CRM Organization](https://dedupe.ly/blog/crm-organization) [Team Collaboration](https://dedupe.ly/blog/team-collaboration) [Productivity](https://dedupe.ly/blog/productivity) [Dedupely Insights](https://dedupe.ly/blog/dedupely-insights) [Partners](https://dedupe.ly/blog/partners) [Guides](https://dedupe.ly/blog/guides) - [Partners Run the first merge live with your client Merging the first duplicates on a call with your client builds more trust than any report. A 45-minute session format, from the sample to the first batch. Gaby Salinas November 12, 2026](https://dedupe.ly/blog/partners/run-first-merge-live-with-client) - [Partners Email template: tell sales their CRM is being cleaned Consultants: before you merge anything in a client's CRM, tell the people who use it. A ready email for the client's sales team, and what to change in it. Gaby Salinas November 11, 2026](https://dedupe.ly/blog/partners/email-template-sales-team-crm-cleanup) - [Partners How do I keep a retainer client's CRM clean every month? Keep a retainer client's CRM clean month after month: searches per source, tested automation, a review queue for the client and a short monthly report. Gaby Salinas October 27, 2026](https://dedupe.ly/blog/partners/keep-retainer-client-crm-clean) - [Partners What should I do in my first week with a client's CRM? Your first week with a new client's CRM: get access, connect it, look before you touch anything, define duplicates and run your first test merges. Gaby Salinas October 26, 2026](https://dedupe.ly/blog/partners/first-week-new-client-crm) - [Partners Managing many client CRMs from one partner account How a Dedupely partner account keeps many client CRMs in order: one Home view, a record limit you split across clients, users per client and one plan. Gaby Salinas October 22, 2026](https://dedupe.ly/blog/partners/manage-client-crms-partner-account) - [Partners One CRM cleanup process for every client Every client CRM is different, so the settings can't travel between them. The process can: the same steps, the same checklist and the same order for each. Gaby Salinas October 21, 2026](https://dedupe.ly/blog/partners/crm-cleanup-process-for-every-client) - [Partners How to handle a client's duplicates at every CRM stage A new CRM, a migration, fast growth, an inherited mess or an acquisition: each client stage needs a different first move against duplicates. Gaby Salinas October 20, 2026](https://dedupe.ly/blog/partners/client-crm-duplicates-by-stage) - [Partners How the Dedupely partner program works Dedupely's partner program lets agencies and consultants clean every client's CRM from one account, with 15% off and a partner team. Here's how it works. Gaby Salinas October 20, 2026](https://dedupe.ly/blog/partners/dedupely-partner-program) - [Partners How do I clean a client's CRM before migrating it? Running a client's CRM migration? Dedupe the old CRM first, clean the export files, migrate, then dedupe the new CRM once its integrations are live. Gaby Salinas October 19, 2026](https://dedupe.ly/blog/partners/clean-client-crm-before-migration) - [Partners CRM deduplication for consultants and agencies Consultants and agencies cleaning client CRMs must prove the work. Agree on criteria first, log every merge and report before-and-after results. Gaby Salinas October 15, 2026](https://dedupe.ly/blog/partners/crm-deduplication-for-consultants-and-agencies) - [Partners How to scale CRM deduplication across clients without manual review Scale CRM deduplication across clients with match logic instead of manual review, one search at a time. Gaby Salinas October 20, 2025](https://dedupe.ly/blog/partners/scale-crm-deduplication-across-clients-without-manual-review) - [Partners How your client's CRM context shapes deduplication logic Build match logic that reflects your client's CRM context. Gaby Salinas October 17, 2025](https://dedupe.ly/blog/partners/clients-crm-context-shapes-deduplication-logic) - [Partners The fastest way for agencies to run short-term deduplication How agencies run one-off deduplication projects with Dedupely's Partner Program. Gaby Salinas October 8, 2025](https://dedupe.ly/blog/partners/the-fastest-way-for-agencies-to-run-short-term-deduplication) - [Partners Turn CRM deduplication into a billable service for your agency Agencies see the duplicates but rarely scope the work. How to define match logic per client, show what a merge keeps, and repeat it across CRMs. Gaby Salinas October 6, 2025](https://dedupe.ly/blog/partners/turn-crm-deduplication-into-a-billable-service) - [Partners Deduping multiple clients' CRMs from Dedupely Centralize deduplication across clients with Dedupely's Partner Program. Gaby Salinas October 3, 2025](https://dedupe.ly/blog/partners/deduping-multiple-clients-crms-from-dedupely) - [Partners Dedupe a client's CRM without losing key data How consultants and agencies can deduplicate customer's CRMs without losing important data. Gaby Salinas October 1, 2025](https://dedupe.ly/blog/partners/dedupe-a-clients-crm-without-losing-key-data) Show 20 more ### We love customer service That's why we offer unlimited support. #### Submit a ticket You can submit a support ticket by emailing us. Our team will respond as soon as possible. Email copied! help@dedupe.ly #### Human Live Chat Chat with a real person on our team, Monday to Friday. Mon–Fri, 11 AM–7 PM GMT and 9 AM–5 PM CST. Enter our support chat #### Zoom Support We offer unlimited video call support. Whether you’re getting started or getting intense. [Book a zoom](https://meetings.dedupe.ly/meetings/gaby-salinas/dedupely-zoom-scheduler) ### Get started for free 20 free trial merges and as much free support as you need to get your duplicates under control. [Try for free](https://v2.app.dedupe.ly/signup)[Talk to sales](https://meetings.dedupe.ly/meetings/gaby-salinas/talk-to-sales) [Or sign up with Google](https://v2.app.dedupe.ly/signup/google) Running CRM cleanup for clients? [See the Partner Program](https://dedupe.ly/become-a-partner)