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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

CleanCRM serves as a powerful solution for cleansing your CRM data. Rather than slogging through manual deduplication, our tool revolutionizes your workflow by enabling bulk deduplication. What typically takes hours or even days can now be accomplished in just minutes, making the process seamless and efficient. Experience the simplicity of deduping data effortlessly. Unlike other data cleansing solutions, CleanCRM offers a fast and straightforward approach to deduplication. With cleaner and more dependable data, your employees will be more inclined to utilize the CRM, thereby boosting adoption rates. Take a moment to watch the video to discover how it operates. Our innovative data cleansing tool integrates smoothly within your existing CRM, eliminating the need to access an external system. You can initiate a deduplication scan in mere minutes, sidestepping the hassle of data imports and exports. The tool allows for deduplication across all types of records, including accounts, contacts, and leads. After the scan, you can review the results and decide on the necessary actions. The automatic labeling of duplicate sets streamlines the review and editing process, saving you valuable time and resources with this smart tool. Additionally, the intuitive interface ensures that users of all technical backgrounds can navigate the system with ease.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage No 
HubSpot CRM No 
HubSpot Customer Platform No 
Intercom No 
Mailchimp No 
Pipedrive No 
Salesforce No 
Zendesk No 

Integrations

Adobe Marketo Engage Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Intercom Yes 
Mailchimp Yes 
Pipedrive Yes 
Salesforce Yes 
Zendesk Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$5 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ActivePrime

Website

activeprime.com/solutions/dedupe-by-batch

Vendor Details

Company Name

Insycle

Founded

2016

Country

United States

Website

www.insycle.com

Product Features

Contact Management

Activity Management No 
Appointment Management No 
Contact Database Yes 
Contact History No 
Contact Import/Export No 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking Yes 
Lead Management No 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts No 
Social Media Integration No 

Data Cleansing

Address/ZIP Code Cleaning No 
Charting No 
Data Consolidation / ETL No 
Data Mapping No 
Multi Data Format Support No 
Phone/Email Validation No 
Raw Data Ingestion No 
Sample Testing No 
Validation / Matching / Reconciliation No 

Product Features

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

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