Use case · CRM cleanup
Clean CRM data without losing control
CRM cleanup often starts in exports. Sheetlane helps turn messy fields into structured, normalized, reviewed updates before anything touches the CRM. Approvals, dry runs, and audit logs come standard.
- Normalize industries, segments, stages, and territories
- Flag duplicates and suspicious rows
- Stage updates in a review column before they sync
- Action columns push approved updates only
Workflow
- Import a CRM export
- Detect missing or inconsistent fields
- Normalize industries, segments, stages, territories
- Flag duplicates or suspicious rows
- Review updates in a status column
- Run approved CRM actions
Frequently asked questions
Can Sheetlane normalize fields?
Yes. AI columns normalize free text into defined options. Select columns enforce strict allowed values so enum cells stay clean.
Can updates require review?
Yes. Approval columns gate action columns so destructive updates can't run until a human signs off.
Related reads
Build a CRM cleanup sheet
Start with a blank spreadsheet, import a file, or apply a template. Connect tools when you are ready to take action.