Read every record. Fix every gap. Keep it clean.
Codeup Systems runs in three stages. Nothing changes until you have approved it, and everything is reversible within 30 days.
Assessment
We connect to your CRM and conduct a read-only scan of every record in your database, along with any attached documents. Nothing is changed at this stage. We are building a complete picture of what is in your database and what is missing from it.
At the end of the assessment you receive a full database health report. Your current health score. Every gap, inconsistency, and error identified. The records affected. And a projected score showing what your database looks like after corrections are applied.
Approval
You review the health report and decide what proceeds. Every proposed change is presented clearly. You approve what you want actioned and reject anything that does not look right. Nothing happens without your explicit sign-off.
There is no pressure and no time limit. The report is yours regardless of whether you proceed. Most clients approve everything. You are always in control.
Activation
Approved changes are written back to your records. Missing fields filled. Categories standardised within your existing taxonomy. Contact data formatted correctly. Duplicates merged. Missing addresses and postcodes resolved. Every change is logged with a timestamp.
Any individual change can be reversed within 30 days. Nothing is permanent until you are satisfied with the result.
Monthly maintenance
Data decays constantly. New records are added every week and without regular maintenance the same gaps build back up. A monthly maintenance run processes all new entries added since the previous run, catches new inconsistencies, and keeps your health score moving in the right direction. You receive a monthly report. You only need to review what has been flagged.
A single number that tells you exactly where your database stands.
Every record in your database either passes or fails. A record passes when it is complete, accurate, consistently coded, and not a duplicate. Your health score is the percentage of records that pass, expressed as a number from 0 to 100%.
Most databases score between 25% and 45% on their first assessment. After Codeup, they typically move into the 75–90% range and stay there with monthly maintenance.
Are the required fields populated? A customer with no phone number, a candidate with no qualifications on file, a worker with no ticket expiry, a record with a blank email. All invisible to the searches and outreach tools that depend on them.
Does the data pass validation? Wrong postcodes, invalid phone formats, non-Australian state values, bounced email addresses, and expired compliance tickets all count against this dimension.
Are categorical fields standardised? When the same job title, service type, or product category is entered differently by different people, searches return incomplete results. We check every categorical field against your existing taxonomy.
Is each person or business represented once? Duplicate records split history, confuse outreach tools, and inflate database size. We detect duplicates by matching name, phone, email, and location.
The health score measures data quality, not business performance. A score of 82% means 82% of your records are complete, valid, consistent, and unique. What happens when you reach those records is up to you.
From every record in your database.
See what is hiding in your database.
Start my assessment and we’ll reach out when early assessment slots open up. No commitment, just clarity on what you actually have.
Start my assessment