How to clean up duplicate and stale CRM records
The Pipeline Crew will propose merges and fixes for duplicate or stale CRM records as a list you approve line by line. Planned, not live yet.
Pipeline Crew
Planned: not yet end to end in the app
When you need this
The same company appears three times under different spellings and nobody trusts the pipeline totals.
How the crew does it
Find likely duplicates
Pipeline Crew
Atlas compares contacts and companies by name, email and domain to find records that look like the same person or account.
Find stale records
Pipeline Crew
It lists open records with no recent activity and no owner.
Propose each fix
Pipeline Crew
Each proposed merge, close-out or field fix is listed with the records involved and the reason.
Approve line by line
You
You approve or reject each change. Only approved changes are written to the CRM.
What waits for you
Every merge, close-out and field change before it touches the CRM.
Connect
CRM, hubspot, salesforce
Measured by
Duplicate and stale records resolved, and records missing key fields over time.
Limits
Not live yet: proposing and writing CRM changes depends on two-way CRM sync, which is still coming. The crew never merges or deletes records on its own.