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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Lead lists never arrive ready for your CRM. An event export puts first and last name in one column. A bought list has 400 people you already have. A partner's file has job titles you don't sell to and companies that have closed. Someone fixes it in Excel, then does it again next month. Operelio does that job automatically. Set up a trail once. Each time a new file lands in its folder, it is cleaned, checked against the contacts you already have, email verified, run past your Do Not Contact list and your ICP rules, mapped to your CRM fields, and each contact is assigned to the right rep. By default, nothing is sent until you have seen what the import will do: how many contacts will be created, updated or skipped, and why. Values already in your CRM are left alone unless you choose to overwrite them. Once you trust a trail, clean runs can send on their own, and anything flagged still waits for you. You can also write rules in your own words, like "hold the run if more than 10% of the file is dropped". Bridgeant, the AI assistant, checks each run against them and holds it if one is broken. It can hold a run but never approve one. For a one-off file, describe what you need in a sentence. Bridgeant writes the steps out for you to check, then runs them when you say so. It only sees a summary of your file, never the rows. Underneath are 17 tools, 15 of them free: remove duplicates, merge and split files, match columns across files, compare two versions of a list, find and replace, filter, a health check with 40+ checks, email verification and finder, and a check for companies whose website no longer works. Built for RevOps, sales and marketing teams, and agencies cleaning lists for clients. Free plan, then $39, $99 and $299 a month. No card needed to start.

Description

Your premier platform for managing lead data effectively. Collect, assess, and align lead information seamlessly with your existing systems. Enhance your processes to capture, qualify, nurture, and convert leads in an efficient and cost-effective manner. Effortlessly gather lead data from various sources while maximizing the number of data points with minimal effort and exceptional quality. Assess leads using your custom notes and inquiries prior to integrating them into your marketing and sales tools. Ensure all contact data is synchronized with your sales and marketing platforms, enabling you to initiate your conversion strategies promptly. Moreover, this streamlined approach helps you maintain a robust lead pipeline and improve overall operational efficiency.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
Pipedrive Yes 
Salesforce Yes 
Adobe Marketo Engage No 
Constant Contact No 
Constant Contact Lead Gen & CRM No 
HubSpot Customer Platform No 
Keap No 
Mailchimp No 
Microsoft Dynamics 365 No 
Nimble No 
Salesforce Marketing Cloud Account Engagement No 
Sugar Sell No 
Zendesk No 
Zendesk Sell No 
Zoho CRM No 

Integrations

HubSpot CRM Yes 
Pipedrive Yes 
Salesforce Yes 
Adobe Marketo Engage Yes 
Constant Contact Yes 
Constant Contact Lead Gen & CRM Yes 
HubSpot Customer Platform Yes 
Keap Yes 
Mailchimp Yes 
Microsoft Dynamics 365 Yes 
Nimble Yes 
Salesforce Marketing Cloud Account Engagement Yes 
Sugar Sell Yes 
Zendesk Yes 
Zendesk Sell Yes 
Zoho CRM Yes 

Pricing Details

$39/month
Free plan with no card needed. Paid plans: Starter $39/month, Pro $99/month, Agency $299/month.
Free Trial No 
Free Version Yes 

Pricing Details

$1975 per year
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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 Yes 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Operelio

Founded

2026

Country

United Kingdom

Website

operelio.com

Vendor Details

Company Name

ebCard

Founded

2017

Country

Canada

Website

myebcard.com

Product Features

Data Quality

Operelio meticulously reviews every lead file before it integrates with your CRM system. It identifies duplicate contacts, invalid email addresses, Do Not Contact flags, and any field mapping errors prior to import, ensuring that issues are addressed beforehand rather than rectified post-import. With just a single setup, every new list will undergo the same thorough validation process.

Address Validation No 
Data Deduplication Yes 
Data Discovery No 
Data Profililng Yes 
Master Data Management No 
Match & Merge Yes 
Metadata Management No 

Product Features

Contact Management

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

Data Management

Customer Data Yes 
Data Analysis No 
Data Capture Yes 
Data Integration No 
Data Migration No 
Data Quality Control Yes 
Data Security No 
Information Governance No 
Master Data Management No 
Match & Merge No 

Data Quality

Address Validation Yes 
Data Deduplication Yes 
Data Discovery No 
Data Profililng Yes 
Master Data Management No 
Match & Merge Yes 
Metadata Management No 

Email Verification

Bulk Email Verification Yes 
Catch-all Server Detection Yes 
Disposable Email Detection Yes 
Domain Check Yes 
Mail Server Validation Yes 
Single Email Verification Yes 
Spam Trap Detection Yes 
Syntax Check Yes 

Lead Capture

Business Card / Badge Scanning Yes 
Dashboard No 
Data Extraction No 
Lead Distribution No 
Lead Notifications Yes 
Lead Nurturing No 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms No 

Sales Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment Yes 
Data Import/Export Yes 
Data Mining No 
Data Verification Yes 
Email Integration No 
Lead Scoring Yes 
List Building No 
Performance Management No 
Pipeline Management No 
Predictive Modeling/Analytics No 
Prospecting Tools Yes 
Reporting/Analytics Yes 
Sales Forecasting No 

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