Why messy systems stay messy

Once you start noticing configuration sprawl in your CRM, it’s natural to think about cleaning it up.

But most people don’t, at least not right away.

Not because they don’t care, or because they’re disorganized. Just because it’s genuinely hard to know where to begin.

You might be unsure whether that custom field is still in use.
You’re not sure who created that tag or what it was meant for.
You see multiple profiles with similar names, but no documentation to explain the differences.

And with every example like that, the risk of “breaking something” feels a little higher.

So instead of cleaning it up, people work around it.

They create new fields instead of sorting out the old ones.
They duplicate price sets with yet another similar name.
They rename things instead of deleting or disabling them.

It’s understandable.

But over time, those workarounds add up. And the system becomes even harder to navigate, understand, and maintain.

Tomorrow, we’ll talk about a few ways to start cleaning it up without breaking things — and without getting overwhelmed.

All the best,
A.