Improve visibility and reporting with a clean CRM
Manage your CRM data quality across the entire system from a single source, at scale, with accuracy.
Deduplication
Standardisation
Cleanup
Verify

All your data operations, managed in one place
Bulk Actions
Simultaneous Updates across multiple HubSpot portals with one click
Effortlessly perform large-scale data operations.
Apply changes to thousands of records at once.
Reduce manual effort with batch processing for all created modules.
Accelerate data cleaning with mass edits and deletions.

Modules
Pre-configured scenarios across multiple HubSpot portals with one click
Create modules do define your cleanup logic for multiple scenarios.
Access pre-configured modules to cater to every data quality scenario.
Get a record of your previous actions and revert your system to the previous state.
Choose which records you want to manage, without affecting anything else.

Custom Logic
Pre-configured scenarios across multiple HubSpot portals with one click
Tailor data cleaning operations with personalized rules and functions.
Define how what clean and standardized data looks for your organization, at scale
Create your own logic deduplicate records, one-time or regularly.
Define which records must win in your system, to keep the single source of truth.
Create multiple matching logics to constitute bad CRM data.

Scheduling
Pre-configured scenarios across multiple HubSpot portals with one click
Prioritize, categorize, and assign tickets so you never lose track of them.
Plan and execute specific data operations at predetermined times.
Schedule approval processes to streamline cleanup reviews efficiently.
Set up tasks to run automatically, reducing manual intervention and errors.
Define how often tasks occur with customizable intervals up-to-date data.

Property Merge
Pre-configured scenarios across multiple HubSpot portals with one click
Seamlessly unify duplicate data fields.
Preserve essential information while merging similar fields.
Identify and consolidate duplicate properties across records.
Understand property usage and remove unused and underutilized properties.
Streamline your database by removing unnecessary duplicates.

Prioritize
Pre-configured scenarios across multiple HubSpot portals with one click
Customize the sequence of data cleaning operations.
Arrange modules based on project needs and priorities.
Focus on critical data first to optimize data cleanup results.
Adapt the cleaning sequence to suit specific requirements.
Manage the order of tasks for better outcomes.

Enrich
Pre-configured scenarios across multiple HubSpot portals with one click
Augment your CRM data with additional insights.
Build richer customer profiles with supplementary data.
Update records with the most current information available.
Add missing information from reliable external sources.
Leverage enriched data for better decision-making.

Implementations are just a click away.
Reach out to us to know more about how we can help your HubSpot practice.