How to use Deduplicate
Four steps from a messy CSV to a clean golden record — plus the operational benefits your team unlocks along the way.
Workflow steps
1. Import your CRM data
Drop in a CSV export from Salesforce, HubSpot or Pipedrive. Map your columns to our schema in seconds — UK postcodes and Companies House numbers are recognised natively.
2. Run the 4-tier matching waterfall
The engine clusters records using exact identifiers, corporate domain, Companies House number, and fuzzy company-name matching. Every cluster is scored with a confidence percentage.
3. Resolve duplicates side-by-side
Open a flagged cluster in the resolution console. Matching fields are highlighted soft green, conflicts soft red. Pick the golden record and consolidate in one click.
4. Tune your rules engine
Use the Settings screen to adjust strictness (High, Medium, Low) and toggle which fields trigger automatic fuzzy matching for your workspace.
Why ops teams run Deduplicate
The compounding benefits of a clean customer database, measured in pounds, hours and trust.
Reclaim CRM licence spend
Eliminating ghost contacts and duplicate accounts removes seat costs you're paying for unused records.
Hours saved every week
A guided side-by-side console replaces hours of spreadsheet reconciliation per sales operator.
Cleaner reporting & forecasting
Pipeline, ARR and renewal forecasts stop double-counting the same company across regions.
Multi-tenant by design
Row-level security keeps each organisation's records isolated, with admin and manager roles.
Tunable strictness
Dial fuzzy matching from cautious to aggressive — what works for enterprise rarely fits SMB data.
Audit-ready merges
Every merge keeps a record of which source files contributed to the golden record.