AI assistants

CRM cleanup

Keeps your CRM clean. It finds duplicate contacts and companies, flags records that look wrong, fills in missing details and proposes merges for you to approve.

Runs
Every week
Your time
A few minutes to approve merges
Lands in
Your CRM, with a short list of fixes to approve

How it works

  1. 1

    It reads every record

    All your contacts and companies, and how they link together.

  2. 2

    It finds the duplicates

    The same person or company entered twice, even with different spellings, emails or titles.

  3. 3

    It flags what looks wrong

    Contacts who changed firms, emails and phones that no longer work, and people missing their company.

  4. 4

    It fills the gaps

    Missing titles, phones, websites and locations, with where each one came from.

  5. 5

    You approve the merges

    Every proposed merge waits for your yes, so nothing is combined or deleted without it.

What you get

  • One record for each person and company.
  • Missing details filled in, with where each came from.
  • A short list of fixes to approve, instead of a cleanup project.
  • A CRM your whole team trusts.

Instead of

  • The same company in your CRM three times, spelled three ways.
  • Contacts who left their firm still marked as current.
  • Blank fields nobody has time to fill in.
  • Cleaning up the CRM by hand once a year.

Works with

  • Birddog
  • Salesforce
  • HubSpot
  • Microsoft Dynamics 365
  • Zoho CRM
  • Pipedrive
  • ClickUp
  • monday.com
  • Twenty
  • LinkedIn
See all AI assistants

Find your team’s lost hours in 20 minutes.

Leave with 3 fixes that give every seller an hour a day back, whether you work with us or not.

Book a free time audit
Book a free time audit