How to use TidyCRM

Agencies accumulate mess: duplicate funnels, paused workflows nobody restarted, imported contacts that were never worked, tags applied to zero records. Across dozens or hundreds of sub-accounts, it's impossible to keep clean by hand.

TidyCRM audits all of it automatically. Nine scanners comb every section of every connected sub-account, apply a "staleness" rule you control, and produce a report grouped by section. You review each finding and choose what to do — nothing changes in your CRM until you say so.

1. 1

   Create your account

   Go to tidycrms.com and click Start free. Enter your name, email and a password. A personal workspace is created for you automatically.

2. 2

   Land in your dashboard

   After sign-up you're taken to a short setup wizard, then your Overview dashboard. From here you connect a CRM and run your first audit.

Connecting takes one click — no tokens to copy, nothing to paste.

1. 1

   Open Connections and click Connect with CRM

   On the Connections page (or the Overview when nothing is connected yet), click Connect with CRM.

2. 2

   Authorize TidyCRM for your agency

   You're sent to your CRM to approve access, then bounced straight back. Every sub-account under your agency is discovered automatically.

3. 3

   You're done

   Your connection appears with all its sub-accounts listed and ready to audit. Access is read-and-archive only, and your credentials are encrypted at rest.

Before your first audit, a quick wizard asks what to look for:

1. 1

   Choose a staleness window

   How long an item must sit untouched before it counts as stale — 30, 60, 90, 180 or 365 days. Contacts with no activity, workflows with no runs and forms with no submissions inside this window get flagged.

2. 2

   Pick the sections to scan

   Turn any of the nine sections on or off. Leave them all on for a full sweep.

Click Run audit from the Overview or Audits page. TidyCRM scans your included sub-accounts and builds the report. On large accounts it scans a set number of sub-accounts per run (default 10) and rotates through the rest across runs, so scans stay fast and never time out — run it again to cover the next batch.

The report groups findings by section — Funnels, Workflows, Contacts, Campaigns, Forms, Calendars, Opportunities, Tags and Media. Each finding shows what it is, why it was flagged, a severity, and a badge:

• auto TidyCRM can archive or delete it directly through the CRM API.
• manual The CRM has no delete API for this type — we give you a deep link to remove it inside your CRM.

Filter by sub-account or status, and use the bulk bar to action many findings at once.

Every finding has three choices:

• Clean — agree it's junk. The item is archived (a reversible action: a contact is tagged, a calendar deactivated, an opportunity marked abandoned) and moved to Trash for 30 days before any permanent delete.
• Hold — a false positive. Dismisses the finding for this audit only. No change in your CRM; it may resurface in a future audit.
• Keep Safe — never flag this again. The item moves to the Vaultand is permanently excluded from future audits (undo anytime).

Everything you mark Keep Safe lives in the Vault and is never flagged by an audit again. Open the Vault to review those items. For any one you can:

• Remove from Vault — let audits catch it again.
• Clean — archive it now and remove it from the Vault.

Cleaned items rest in Trash for 30 days. Nothing is permanently deleted until you explicitly empty the Trash and type DELETE to confirm. Restore any item before then to pull it back out. Items the CRM has no delete API for stay listed with a deep link for manual removal.

Under Settings → Audit behavior you control how every audit runs:

• Staleness window — the days-untouched threshold.
• Schedule — manual, weekly or monthly automatic audits.
• Sub-accounts per audit — how many sub-accounts each run scans (rotating).
• Sections — which of the nine scanners run.
• Email on complete — notify the team when an audit finishes.

Invite teammates from Settings → Team. Roles: Owner (billing + everything), Admin (manage connections and run cleanups) and Member(view reports). Everyone works from the same workspace and audits.

Manage your subscription from Settings → Billing (Stripe). Cancel anytime; access continues to the end of the paid period. See our Refund Policy for details.

Stuck? Submit a ticket — if you're signed in it's linked to your account so we have the context. We reply by email.