Managed teams · HT CRM
We keep your CRM current with an agent team.
Imports, duplicate cleanup, enrichment and target accounts, kept up every week by an agent team in HT CRM. You approve every merge and delete, and your own choices are never overwritten.
Three ways to work with us
First CleanupFixed scope, 4 weeksFor a first month to get the records cleanYour lists imported, duplicates cleaned and your ICP and target accounts set up. The first clean list after week 1.Quoted per project
Ongoing upkeepMonthlyFor records that stay current every weekWeekly cleanup and enrichment, and a monthly data quality report.Monthly fee
Dedicated CRM agent teamMonthlyFor routing, reporting and several sources at onceRouting, reports and integration monitoring as well, run by one team with a named program lead.Monthly, by team size
What we run
Imports with duplicate checksLists come in checked on domain and ID.
Duplicate cleanupProposed merges, each one approved by you.
EnrichmentEmpty fields filled from research; your choices are kept.
Target accounts and ICPTiers proposed; you decide.
Data quality reportWhat changed and what still needs a person, every month.
Every record goes through the same flow
- 01AgentImportLists come in with duplicate checks
- 02AgentCleanupThe Record Keeper fixes formats and flags duplicates
- 03AgentEnrichmentEmpty fields filled from research
- 04AgentCheckThe CRM Lead checks duplicates and ICP tiers
- 05YouYour approvalYou approve merges, deletes and tier changes
- 06AgentHanded to SalesClean lists go to the teams that use them
You stay in control
Your CRMAgents work in your own CRM through its API; no copy of your records is kept.
Your approval gateNo merge, delete or bulk change happens without your approval.
Every change recordedWhat changed, who proposed it and who approved it, on the record.
Your own team, a data cleaning firm, or us?
| Your own team | Data cleaning firm | Hive Teams managed | |
|---|---|---|---|
| Time to start | When someone has time | After a contract and an export | Scope and price in 48 hours |
| Where the work happens | In your CRM | On an exported copy | In your CRM, through its API |
| Approval before changes | Your own process | A file handed back | Built in, on every merge and delete |
| Stays clean afterwards | If someone keeps at it | Until the next cleanup | Weekly upkeep |
| Pricing | Salaries | Per record or per project | Fixed first cleanup, then monthly |
| If you stop | Knowledge leaves with people | A file | Records, rules and the change history stay with you |
Time to startHive Teams managedScope and price in 48 hoursYour own teamWhen someone has timeData cleaning firmAfter a contract and an export
Where the work happensHive Teams managedIn your CRM, through its APIYour own teamIn your CRMData cleaning firmOn an exported copy
Approval before changesHive Teams managedBuilt in, on every merge and deleteYour own teamYour own processData cleaning firmA file handed back
Stays clean afterwardsHive Teams managedWeekly upkeepYour own teamIf someone keeps at itData cleaning firmUntil the next cleanup
PricingHive Teams managedFixed first cleanup, then monthlyYour own teamSalariesData cleaning firmPer record or per project
If you stopHive Teams managedRecords, rules and the change history stay with youYour own teamKnowledge leaves with peopleData cleaning firmA file
How it works
- 01A 30-minute callYour sources, your ICP and who approves changes.
- 02Scope and price in 48 hoursThe cleanup scope and a fixed price, in writing.
- 03You approve what changesMerges, deletes and tier changes wait for your approval.
- 04Weekly upkeep, monthly reportRecords kept current; the report comes back monthly.
Who approves, what's yours
RecordsYour companies, contacts and deals, in your CRM
RulesYour ICP, tiers and duplicate rules, written down
RecordEvery proposed and approved change
ExitNothing to hand over; continue on your own plan
Already on HubSpot or Salesforce?
The agent team works in your own CRM over its API, with no copy of your records. Every merge and delete passes the approval gate here.
HubSpotTodaySalesforceTodayMicrosoft Dynamics 365On requestZoho CRMOn requestSee integrationsHIVE TEAMS ON HIVE TEAMS
Our own pipeline is kept this way
Our own companies, contacts and target accounts are kept current by an agent team, and a person approves every merge.
Read the customer storyQuestions
No. We run the agent team; someone on your side approves the changes.