WellKept Co · North Dallas

Your business,
kept in order.

WellKept Co is an operations company for owners who'd rather run their business than chase its loose ends. We clean up the customer data, keep the books, and look after the properties — so nothing quietly slips through the cracks. Our CRM audits and bookkeeping serve companies across the USA and Canada; property management covers the North Dallas corridor.

Start a conversation See how the audit works

3Services under one roof

25-pointCRM audit, 6 modules

5 daysAudit turnaround

USA + CanadaAudits & bookkeeping, North America-wide

What we do

Three kinds of order, one company keeping it

Most businesses don't lose money in one big place. They leak it — a stale lead here, a messy ledger there, a rental nobody checked on. Each service below closes one of those leaks.

A sales team reviewing customer data together at a table of laptops

CRM Revenue Recovery Audits

Find the money already in your database

Your CRM is full of people who almost bought. We audit every contact, deal, and follow-up gap, then hand you a ranked list of who to call first — and what that pipeline is worth.

25-point audit across data health, engagement, pipeline hygiene, and follow-up gaps
AI-assisted segmentation by buying cycle — who's ready now, who's gone cold
A CRM Health Score and a top-100 recovery hit list, walked through with you on a call

From $750 · flat fee by database size · 5-day turnaround

Serving the USA & Canada

A calculator resting on financial statements and a general ledger

Bookkeeping

Books you can actually read

Monthly bookkeeping that keeps your numbers current and your tax season boring. You get clean statements every month and a straight answer whenever you ask what the numbers mean.

Monthly reconciliation, categorization, and financial statements
Cleanup and catch-up for books that have fallen behind
Clear monthly reporting — no jargon, no surprises at year-end

Monthly plans · scoped to your transaction volume

Serving the USA & Canada

A well-maintained single-family home in a Texas suburb

Property Management

Boutique management, North Dallas corridor

Hands-on management for a boutique portfolio of homes across the North Dallas corridor, run through our sister company, WellKept Property Co. Quality over volume: photo documentation, written updates, and a guaranteed callback within two hours for emergencies.

Single-family homes, condos, townhomes, and small multifamily
Rent collection, maintenance coordination, and tenant communication
Simple annual membership pricing — no management-fee percentage games

Now onboarding · wellkeptpropertyco.com

North Dallas corridor only

The CRM audit

How the audit works, in three steps

You send us the data. Five business days later you know exactly where your CRM is leaking revenue — and which contacts to work first to get it back.

Step 01

Send the export

A short kickoff call to map your fields, then you send a CSV or spreadsheet export of your CRM — or read-only access. Your data stays under NDA and is deleted after delivery.

Day 1 · 30-minute kickoff

Step 02

We run the audit

All 25 checks run against your data: duplicates and dead records, dormant contacts, deals rotting in the pipeline, leads nobody ever followed up. AI-assisted scoring sorts every contact by buying cycle.

Days 2–4 · analysis

Step 03

Get the report & hit list

You receive the full written report — CRM Health Score, findings, the recovery math with its assumptions shown — plus a ranked hit list of the contacts most likely to buy. We walk through it together.

Day 5 · report + walkthrough call

$750 flat

Up to 2,500 contacts. Full 25-point audit, report, hit list, and walkthrough call.

$1,250 flat

2,501 to 10,000 contacts. Everything in the standard audit, scaled to a bigger database.

The 3× guarantee: if the audit doesn't surface at least three times its fee in recoverable pipeline, you don't pay for it. The assumptions behind every number are printed in the report, so you can check the math yourself.

Get in touch

Tell us what's out of order

A CRM you're not sure you can trust, books a few months behind, a property that needs looking after — send a note and we'll reply with honest next steps, whether that's us or not.

Email info@wellkeptco.io

Based in North Dallas, Texas

Service area Audits & bookkeeping: USA & Canada
Property management: North Dallas corridor

Property management wellkeptpropertyco.com

Your business,kept in order.