Clean Contacts Pro

For ZOHO CRM – Contacts & Accounts

Clean, consistent CRM data — automatically.
Clean Contacts Pro for Zoho CRM standardizes names, emails, phone numbers, and company records the moment they enter your CRM.

The problem with Data & your CRM

Spoiler Alert – this one problem is the cause of many others in your CRM!

CRM data doesn’t come from one place, it can flow in from many sources: Web forms, integrations, data imports, sales manual entry, autofill tools and third-party systems.

But none of them care about your data standards. The result? Unprofessional customer communication, Inconsistent capitalization, Invalid phone formats, Broken SMS and WhatsApp campaigns and, of course, messy and inaccurate reports.

The impact of poor contact and account data is wide-reaching and ultimately can produce a drag on both your system and business operations.

A robust, automated solution

Clean Contacts Pro for Zoho CRM automatically cleans and standardizes contact, lead, and account data — without changing how your team works, and with zero manual clean-up!

Once configured, it runs silently in the background:

Formatting data on create and edit
Respecting international naming conventions
Allowing exceptions when needed
Applying rules consistently across your CRM

Features & Functionality

Proper capitalization for first and last names
Built-in handling for:
- Mac / Mc names
- O’, D’, L’ names
- Hyphenated surnames
- Generational suffixes (Jr., Sr., III)
Native support for French, Spanish, Italian, Dutch, German, Arabic, Scandinavian, and more
Exception lists for special names (e.g., LeBron, DeAndre)

Automatic formatting for Mobile & Phone
Supports 80+ country codes
Default E.164 format (Twilio-ready)
Override per record using international format

Force lowercase or uppercase emails
Prevents duplicates and sync issues

Title Case, UPPERCASE, lowercase, or preserve original
Strip or normalize business suffixes (LLC, Inc., Corp.)

Enable or disable by: Record Type (Leads, Contacts, Accounts)
Global org-level consistency
Temporary disable at any time

User/Admin Guide

Clean Contacts Pro Data Flow — Clean Contacts Pro 8

Leads u0026 Contacts – Config Screen

Accounts – Config Screen

Name Formatting

Name Options

Why Clean Contacts is different

Most “data cleanup” tools require batch jobs, model the data unpredictably, and ignore international nuances. Clean Contacts Pro is the only Zoho CRM extension that enforces global-aware contact and company data standards in real time, rule-base, configurable, and respectful of real-world data standards.

Zoho Marketplace

FAQ’s

How much does it cost?

After your free trial, continue for only $5/month. And note – this covers your entire CRM organization. We provide more “value for money”, like Zoho, and have priced our extensions accordingly. Yes, this is a no-brainer.

What happens to existing contacts?

Existing contacts are only reformatted when you edit them. The formatting applies automatically to new contacts and any contacts you update.

Can I turn off formatting for specific fields?

The master enable/disable setting controls all formatting. To exclude specific names, use the exception lists. You can also use the exemption checkboxes in the record to prevent Clean Contacts from formatting the matching field for that record.

What if a name is formatted incorrectly?

Add that name to the appropriate exception list (first name, last name, or Mac/Mc exceptions) or use the exemption checkboxes. This tells Clean Contacts to leave that name exactly as entered. Then re-enter the name the way you want it.

Can different users have different settings?

No, settings apply across your entire Zoho CRM organization. All users share the same formatting rules.

How do I temporarily disable formatting?

Use the master “Enable or Disable Name Formatting” setting. Toggle it to “Disabled” to turn off all formatting. Remember to re-enable it when ready.

What about Address fields?

Clean Contacts Pro deals with Names, Emails and Phone Numbers. This does not currently include physical Addresses, but this functionality is planned for a subsequent release.