Client Approval
Significant changes and uncertain record matches are reviewed before execution.
Phase 2 · Optional · Clean It. Verify It. Maintain It.
A Clean CRM Is a Starting Point. Keeping It Clean Is an Ongoing Process.
New records, changing contact details, and everyday CRM activity can gradually introduce data-quality issues. Opticuity CRM's monthly maintenance service helps identify new data and pipeline problems, maintain approved records, enrich information, and preserve periodic offline backups.
An optional continuation, not a requirement.
Monthly maintenance typically follows the 30-Day CRM Data & Pipeline Optimization, once a clearer baseline exists. Many businesses will not need it, and it can be discussed after the initial engagement.
Optional monthly continuation
Keep Your CRM Data and Pipelines Under Review.
After the initial 30-day engagement, maintenance can continue both tracks: records and pipelines are each audited and reported on separately.
CRM data
- Monthly CRM Data Audit
- Monthly CRM Data Health Report
- Ongoing approved CRM Data Entry
- Ongoing Data Enrichment
Pipeline
- Monthly Pipeline Audit
- Monthly Pipeline Health Report
- Ongoing approved Pipeline Corrections
- Pipeline Information Enrichment
Across both
- Monthly encrypted offline backup under agreed procedures
- Exception tracking
- Monthly maintenance is optional after the initial 30-day engagement.
- Backup coverage, retention, storage, and restoration capabilities are defined in the service agreement.
- Monthly volumes are agreed in advance. The service does not include unlimited changes.
Monthly service 1 · Data & Pipeline Audits and Health Reports
Know What's Changing in Your CRM and Pipelines Every Month.
Opticuity CRM performs two recurring assessments: a monthly CRM Data Audit for new duplicates, incomplete records, and formatting inconsistencies, and a separate monthly Pipeline Audit for stale records, stage, ownership, and next-step issues. Each has its own monthly Health Report.
Includes month-over-month comparisons where comparable data is available, using the same measurement definitions each month.
Monthly deliverables: CRM Data Health Report and Pipeline Health Report. Potential contents
- Records reviewed
- New issues detected
- Duplicate candidates
- Missing information
- Data consistency findings
- Pipeline exceptions
- Previous issues resolved
- Remaining recommendations
Monthly service 2 · Offline CRM Data Backups
Maintain an Independent Offline Copy of Your CRM Data.
As part of the monthly maintenance service, Opticuity CRM prepares an agreed export of CRM data and transfers it to a designated offline backup server or storage environment according to the approved backup procedure.
This provides an additional, independently stored copy of agreed CRM information. It is not, on its own, a complete disaster-recovery solution.
Potentially included data
- Contacts
- Companies
- Deals
- Supported CRM properties
- Supported record associations
- Other agreed exportable data
Backup workflow
- Define the agreed backup scope.
- Export the relevant CRM data.
- Validate export completeness and file integrity.
- Encrypt the backup using an approved method.
- Transfer the data to the designated storage environment.
- Disconnect or isolate the offline storage.
- Record backup completion and verification.
- Apply the agreed retention schedule.
Scope is defined, not assumed
Not every CRM platform exposes all records, attachments, histories, or metadata through the same export process. The agreed backup scope lists exactly what is exported. Backup status is reported only once the agreed procedure has been implemented, tested, and verified for your account.
The physical location, network architecture, credentials, and identifying details of the offline storage are never published.
What Opticuity CRM does not claim
- Guaranteed zero data loss
- Instant recovery
- Complete CRM restoration
- Immutable backups
- Specific regulatory compliance
- Unverified security ratings
Backup coverage, retention, restoration capabilities, and storage arrangements are defined in the service agreement.
Monthly service 3 · Ongoing Data Entry & Pipeline Corrections
Keep New and Existing Records Organized.
Opticuity CRM provides ongoing data entry and record maintenance within an agreed monthly scope, helping reduce the accumulation of incomplete or inconsistent information.
Monthly data entry is subject to agreed volume limits, permissions, and turnaround expectations. It is not unlimited.
Potential work
- Entering client-provided information
- Updating approved contact fields
- Maintaining company records
- Standardizing new records
- Correcting identified formatting issues
- Updating ownership fields
- Maintaining agreed CRM properties
- Processing approved data corrections
- Making approved pipeline corrections
Monthly service 4 · Ongoing Data Enrichment
Keep Important CRM Information More Complete and Current.
Opticuity CRM reviews agreed enrichment opportunities and updates supported CRM fields using available, verifiable information and authorized sources.
Not every record can be fully enriched.
Enrichment is limited by
- Source availability
- Verification requirements
- Applicable privacy obligations
- Client authorization
- Monthly service scope
Examples
- Completing missing company information
- Reviewing outdated business details
- Updating approved professional contact fields
- Identifying new information gaps
- Maintaining relevant industry-specific properties
- Enriching pipeline information from verified client sources
Compare
One 30-Day Optimization. Ongoing Data and Pipeline Quality.
The initial engagement establishes a clearer data-quality baseline. The optional monthly retainer provides recurring review and maintenance as records change.
| Service | 30-Day Optimization | Monthly Retainer optional |
|---|---|---|
| CRM Data Audit | Initial assessment | Monthly assessment |
| Pipeline Audit | Initial assessment | Monthly assessment |
| Data & Pipeline Health Reports | Separate initial and post-cleanup reports | Separate monthly reports |
| CRM Data Cleanup | Initial approved corrections | Ongoing approved maintenance |
| Data Entry | Initial corrections and updates | Recurring data entry |
| Pipeline Cleanup | Initial approved pipeline corrections | Ongoing approved pipeline corrections |
| Data & Pipeline Enrichment | Initial enrichment | Ongoing enrichment |
| Exception Tracking | Documented remaining issues | Recurring exception tracking |
| Offline Backup | Not included by default | Monthly agreed backup |
| Reporting | Before-and-after results | Monthly health and activity reporting |
Discuss a Maintenance Plan No public pricing. Plans are scoped to your records and agreed in writing.
By industry
Monthly maintenance for your record types.
Each industry page explains how both phases apply to the records that matter there.
B2B SaaSOpticuity CRM helps B2B SaaS teams audit contact, company, and deal records, identify lifecycle-stage inconsistencies, and review pipeline issues that may affect the reliability of sales reporting.See the SaaS workflow Commercial Real EstateOpticuity CRM helps commercial real estate brokerages assess outdated contact information, fragmented owner and investor relationships, incomplete property associations, and transaction pipeline inconsistencies.See the CRE workflow Recruiting & Executive SearchOpticuity CRM helps recruiting and executive search firms review candidate database quality, identify duplicate profiles, assess incomplete information, and examine job-order and submission records.See the Recruiting workflow
Data protection
Your CRM Contains Important Business Information. Every Change Deserves Care.
The safeguards below describe how engagements are structured. They are working commitments, not certifications.
Documented Changes
Agreed project deliverables provide visibility into the work performed.
Responsible Enrichment
Unverified information is not presented as confirmed data.
Defined Backup Procedures
Offline backup scope, storage arrangements, retention, and verification are established before backup services begin.
Specific security, access, data-handling, and backup commitments are governed by the service agreement for each engagement. Opticuity CRM does not display security badges or certifications it has not independently obtained.
Questions
Monthly maintenance questions
What is included in monthly maintenance?
Separate monthly CRM Data and Pipeline Audits with their Health Reports, agreed data entry, approved pipeline corrections, ongoing enrichment of supported fields, exception tracking, and an agreed encrypted offline backup of exportable CRM data. Volumes and coverage are defined in the service agreement.
Do I have to subscribe after the initial 30-day engagement?
No. Monthly maintenance is optional and can be discussed after the initial engagement.
How are offline backups handled?
The backup procedure, export coverage, encryption method, retention schedule, and storage arrangements are agreed before implementation. Not every CRM exposes all records, attachments, histories, or metadata through export, so coverage is defined explicitly.
Does the monthly service include unlimited data entry?
No. Record volumes, supported activities, and turnaround expectations are defined in the service agreement.
Will the monthly retainer keep my CRM completely error-free?
No. Regular maintenance helps identify and address data-quality issues, but new issues can arise between reviews.
Can I request additional cleanup work?
Additional work can be evaluated and quoted based on the required scope.
Discuss a Maintenance Plan
Tell us about your records and what changes month to month. Volumes, backup scope, and reporting are agreed before anything begins.