Last updated: January 28, 2026
The CRM Hygiene Checklist is a free monthly maintenance routine to keep your CRM accurate and actually useful. Takes 30-45 minutes.
A structured checklist covering five key areas of CRM maintenance:
Visit /tools/crm-hygiene-checklist to open the interactive checklist.
The checklist is organized into five sections. Each section has a time estimate and specific tasks to complete:
You can:
Once you've completed the monthly cleanup, click "Reset checklist" to start fresh for next month.
The tool automatically saves your progress in your browser's local storage. You can close the page and come back later without losing your place.
Each section includes a realistic time estimate so you can plan your cleanup session. Total time: 30-45 minutes.
The page includes answers to common questions about CRM hygiene:
Set a recurring calendar event for the first Friday of each month. Make it non-negotiable.
Don't let one person own CRM hygiene forever. Rotate the responsibility monthly across your team.
When you spot a problem during your cleanup, fix it right away. Don't create a list of things to fix later—they won't get done.
Every field you add increases the chance of junk data. Only require what you actually use.
The checklist is designed to work for most small teams. You can copy the text version and modify it for your specific needs.
Yes. The checklist is CRM-agnostic. The principles apply whether you're using Ralivi, Salesforce, HubSpot, or any other CRM.
Share the URL: https://www.ralivi.com/tools/crm-hygiene-checklist
Or print/download and distribute the checklist to your team.
Ralivi automatically keeps your CRM clean by syncing emails, tracking follow-ups, and updating contact information.
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