Operations
Data Quality Overview

Keep data clean, consistent, and complete

Keep data clean, consistent, and complete

Get a single view of data health across your CRM. Surface duplicates and format errors, enrich missing details, and send proactive digests so teams can trust every field and report.

A dashboard showing clean CRM data with a data health score, highlighting enriched fields and duplicate-free reports.
Operations
Data Quality Overview

Keep data clean, consistent, and complete

Keep data clean, consistent, and complete

Get a single view of data health across your CRM. Surface duplicates and format errors, enrich missing details, and send proactive digests so teams can trust every field and report.

Operations
Data Quality Overview

Keep data clean, consistent, and complete

Keep data clean, consistent, and complete

Get a single view of data health across your CRM. Surface duplicates and format errors, enrich missing details, and send proactive digests so teams can trust every field and report.
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Monitor data health in one place.

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See property insights, anomaly alerts, and issue trends at a glance. Drill in by object to resolve the biggest problems first and track improvements over time.

Detect and fix the common culprits

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Duplicates

Identify and merge look-alike contacts and companies with confidence.

Formatting

Standardize capitalization, phone numbers, and dates for reliable filters.

Enrichment

Fill gaps by leveraging conversations and approved data sources.

A clean dashboard showing data health insights, duplicate alerts, and formatting fixes across CRM fields and reports.

Proactive alerts and digests

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  • Weekly data quality digest summarizing changes and issues.
  • Property anomaly banners to catch out-of-range updates.
  • Issue breakdowns by type to focus team effort.
A dashboard showing a weekly data quality digest, with anomaly banners and issue breakdowns by type, to help users focus effort.

Govern with rules and audits

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Use required fields, validation, and approval checkpoints to prevent bad data at the source. Keep an audit trail of merges and changes for accountability.

A form with required fields, validation errors, and an approval workflow showing an audit trail of changes.

Prove data reliability

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  • Health scores by object and property.
  • Before/after fix logs for stakeholders.
  • Trend reports to show improvement over time.
A dashboard showing data health scores, before/after fix logs, and trend reports for improved data reliability.

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Frequently asked questions

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