CRM Data Cleaning

Account De-duplication
Clean Your CRM Automatically

Connect your CRM, identify duplicate accounts with AI-powered matching, and automatically merge or purge duplicates back to Salesforce, HubSpot, and other systems. Maintain clean, accurate customer data without manual effort.

98.5% Accuracy Rate
15+ CRM Integrations
Auto Sync Back

Duplicate Accounts Are Killing Your CRM ROI

30% of CRM records are duplicates on average
$15K average cost per sales rep due to duplicate confusion
25% of marketing budget wasted on duplicate contacts

The Problem: Multiple team members create accounts for the same company, imports create duplicates, and acquisitions merge databases without proper deduplication. This leads to confused sales reps, wasted marketing spend, and poor customer experience.

Our Solution: Connect your CRM → AI identifies duplicates → Review and approve merges → Changes sync back automatically. Clean data, happy teams.

TechCorp Inc.

📧 john@techcorp.com 📍 San Francisco, CA 👥 500 employees

TechCorp

📧 sales@techcorp.com 📍 SF, California 👥 Unknown

Tech Corp Inc

📧 info@tech-corp.com 📍 San Francisco 👥 450-500
AI Merge

TechCorp Inc.

📧 john@techcorp.com, sales@techcorp.com 📍 San Francisco, CA 👥 500 employees 🏷️ Master Record

CRM De-duplication Workflow

Seamless integration with your existing CRM to identify and merge duplicates

1

Connect Your CRM

Securely connect to Salesforce, HubSpot, Pipedrive, or any CRM via API. We read your account data with read-only access initially.

Supported: Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, Zoho, and 10+ more
2

AI Duplicate Detection

Our machine learning algorithms analyze company names, domains, addresses, and other attributes to identify potential duplicates with high confidence scores.

Matching criteria: Company name variations, domain matching, address similarity, phone numbers, and more
Scanning 12,450 accounts...
Found 247 potential duplicates
95% confidence matches ready
3

Review & Approve Merges

Review suggested merges in an intuitive interface. Approve high-confidence matches in bulk or review individual cases. You maintain full control.

Options: Auto-approve high confidence, bulk approve, individual review, custom merge rules
96%
Merge 3 accounts
4

Sync Back to CRM

Approved merges are automatically synced back to your CRM. Master records are updated, duplicates are merged or archived, and your team sees clean data immediately.

Actions: Merge records, update master, archive duplicates, preserve history, notify teams
Syncing 23 merges...
Updated Salesforce

Works with Your CRM

Deep integrations with popular CRM platforms for seamless data cleaning

HubSpot

Comprehensive HubSpot integration covering Companies, Contacts, and Deals with full property mapping and merge capabilities.

  • Company record deduplication
  • Contact association management
  • Deal pipeline preservation
  • Property value consolidation
  • Engagement history merging
1,800+ customers Real-time sync

Pipedrive

Native Pipedrive integration for Organizations and Persons with deal preservation and custom field handling.

  • Organization deduplication
  • Person record merging
  • Deal relationship preservation
  • Custom field consolidation
  • Activity timeline merging
900+ customers Bulk processing

Microsoft Dynamics

Enterprise-grade integration with Dynamics 365 for large-scale account deduplication and data governance.

  • Account hierarchy management
  • Contact relationship mapping
  • Opportunity chain preservation
  • Enterprise security compliance
  • Audit trail maintenance
500+ enterprises SOC 2 compliant

Advanced AI Matching Engine

Sophisticated algorithms that catch duplicates humans miss

Fuzzy Name Matching

IBM Corporation International Business Machines IBM Corp
98% Match
Same Company Detected

Domain Analysis

john@techcorp.com sales@techcorp.com support@tech-corp.com
94% Match
Same Domain Family

Address Normalization

123 Main St, San Francisco 123 Main Street, SF, CA 123 Main St., San Francisco, California
99% Match
Same Address

Complete CRM Data Management

Everything you need to maintain clean, accurate customer data

AI-Powered Duplicate Detection

Advanced machine learning algorithms identify duplicates across multiple data points with high accuracy and confidence scoring.

  • Fuzzy company name matching
  • Domain and email analysis
  • Address normalization and matching
  • Phone number standardization
  • Confidence scoring (1-100%)

Intelligent Merge Rules

Customizable merge logic that preserves the most complete and recent data while maintaining data relationships and history.

  • Master record selection criteria
  • Field-level merge preferences
  • Relationship preservation
  • Activity history consolidation
  • Custom field mapping rules

Bulk Processing

Process thousands of records efficiently with batch operations, progress tracking, and error handling for large-scale cleanups.

  • Batch duplicate detection
  • Bulk merge approvals
  • Progress monitoring
  • Error handling and rollback
  • Performance optimization

Data Quality Scoring

Comprehensive quality metrics for your CRM data with recommendations for improvement and ongoing monitoring.

  • Overall data quality score
  • Duplicate percentage tracking
  • Completeness analysis
  • Data freshness monitoring
  • Quality improvement recommendations

Audit Trail & Compliance

Complete audit trail of all merge operations with rollback capabilities and compliance reporting for regulated industries.

  • Complete merge history
  • Before/after snapshots
  • User action tracking
  • Rollback capabilities
  • Compliance reporting

Ongoing Monitoring

Continuous monitoring for new duplicates as your team adds data, with automated alerts and scheduled cleanup runs.

  • Real-time duplicate detection
  • Automated cleanup schedules
  • Quality degradation alerts
  • Team performance metrics
  • Data hygiene dashboards

Calculate Your CRM Cleanup ROI

See how much time and money you'll save with automated deduplication

Your CRM Metrics

Annual Savings

Time Saved per Rep 156 hours/year
Cost Savings $93,600
ROI Multiple 26.7x
Duplicates Eliminated 2,500

Based on: 15% productivity improvement from cleaner data and reduced confusion from duplicate records.

Ready to Clean Your CRM?

Start with a free analysis of your CRM data to see how many duplicates we can find and clean.