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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
No
API Access
Has API
No
Integrations
HubSpot CRM
Yes
Pipedrive
Yes
Salesforce
Yes
Adobe Marketo Engage
No
HubSpot Customer Platform
No
Intercom
No
Mailchimp
No
Zendesk
No
Zoom
Yes
Integrations
HubSpot CRM
Yes
Pipedrive
Yes
Salesforce
Yes
Adobe Marketo Engage
Yes
HubSpot Customer Platform
Yes
Intercom
Yes
Mailchimp
Yes
Zendesk
Yes
Zoom
No
Pricing Details
Free
Free Trial
Yes
Free Version
Yes
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
No
Live Rep (24/7)
Yes
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
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
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
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
