CRM & Data Operations
Restricted-access CRM administration and data validation
We keep customer and lead records accurate and up to date, working inside your existing CRM under controlled, restricted access.
We prefer to work within restricted client-controlled accounts. A complete export of your customer database is generally not required.
What our teams handle
A defined range of CRM and data tasks
- Creating customer records
- Updating authorised fields
- Correcting incomplete information
- Duplicate-record identification
- Updating customer and lead statuses
- Categorising interactions
- Adding authorised notes
- Preparing operational reports
- Data validation against approved sources
- CRM queue management
- Follow-up schedule administration
How client data is handled
- iClick does not sell client information.
- iClick does not use client-controlled information for unrelated advertising or profiling.
- Data is processed only for documented business purposes agreed during scoping.
- Retention and deletion requirements are defined contractually, per engagement.
iClick Solutions does not hold formal privacy certifications. Engagement-specific data-handling terms are set out in a Data Processing Agreement where required.
Start with one CRM process
Pilot a single, well-defined CRM task — such as duplicate-record cleanup or lead-status updates — inside a restricted, client-controlled account.