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Description
Dedupely is a robust CRM deduplication solution designed to assist businesses in preserving clean and precise customer data by detecting and consolidating duplicate entries across contacts, companies, deals, and custom objects in platforms such as HubSpot, Salesforce, and Pipedrive. Utilizing real-time scanning and customizable merging protocols, it ensures that you retain the most pertinent information. The platform performs continuous scans of your CRM, automates the deduplication process, and allows for both bulk and individual merging of duplicates. With advanced matching criteria and filtering options, users can fine-tune their searches based on exact, similar, or fuzzy data parameters. Dedupely offers seamless integration with your CRM, facilitating support for unlimited users and integrations while operating discreetly in the background to identify duplicates as they arise, all while granting you complete authority over the merging process. Users can establish intricate merging rules, examine extensive duplicate groups simultaneously, and maintain detailed audit logs of all modifications for enhanced transparency. Furthermore, Dedupely’s user-friendly interface makes it accessible for teams of any size, ensuring effective data management across the organization.
Description
Detect and eliminate duplicate contacts, companies, and deals across various fields while efficiently merging them in bulk. This process includes generating CSV reports, establishing adaptable criteria for determining the master record, a preview feature, and automation capabilities. Enhance personalization efforts by standardizing job titles, addresses, industries, and other text fields. Utilize consistent data to segment and initiate targeted marketing campaigns. Import data from CSV files using predefined templates and flexible update options to prevent the creation of duplicates or the loss of critical information. Prioritize cleansing the data prior to importation by identifying and rectifying incomplete, incorrectly formatted, or inaccurate entries. Eliminate redundant data, fake email addresses, invalid phone numbers, and other erroneous information. Perform bulk updates on records and fields through various functions, such as converting names to proper case, removing excess whitespace, and formatting phone numbers. The easy ETL process allows for a comparison of CSV files against existing records in your database, aligning rows to records based on any specified field(s) to uncover both matches and gaps in your data. This approach eliminates the need to export to CSV and struggle with complex VLOOKUP operations, IDs, and SQL queries, thereby streamlining data management significantly. With these tools at your disposal, maintaining clean and accurate data becomes a more manageable task.
API Access
Has API
API Access
Has API
Integrations
HubSpot CRM
Pipedrive
Salesforce
Adobe Marketo Engage
HubSpot Customer Platform
Intercom
Mailchimp
Zendesk
Zoom
Integrations
HubSpot CRM
Pipedrive
Salesforce
Adobe Marketo Engage
HubSpot Customer Platform
Intercom
Mailchimp
Zendesk
Zoom
Pricing Details
Free
Free Trial
Free Version
Pricing Details
$5 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Dedupely
Founded
2015
Country
Canada
Website
dedupe.ly/
Vendor Details
Company Name
Insycle
Founded
2016
Country
United States
Website
www.insycle.com
Product Features
Product Features
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management