CRM Automation

CRM Data Enrichment & Deduplication, with AI Where It Helps

Duplicate contacts and incomplete records cost your sales team momentum. Integratie automates data cleanup, with workflows running on Canadian-owned servers.

The Problem

Duplicate Contacts
Multiple entries for the same person slow down sales and confuse reporting.
Incomplete Data
Missing phone numbers, job titles, or company info prevent effective outreach.
Stale Information
Contacts change jobs, companies merge, emails bounce—your CRM falls behind.

Core Capabilities

AI-Based Duplicate Detection

Smart matching finds duplicates even when names, emails, or phone numbers differ slightly. You decide which records to merge.

Real-Time Enrichment

Automatically fill missing fields from trusted sources: job titles, company info, social profiles, phone numbers. Enrichment uses outside data services, some of them based in the US, so those lookups happen outside Canada. We'll tell you which services a workflow uses before it goes live.

Automated Tagging

Segment creation based on industry, company size, location, or engagement level. Keep your CRM organized.

CRM Integrations

Works with HubSpot and Odoo. API-based sync keeps everything current.

Designed around Canadian privacy law

Where your data lives
Workflows run on self-hosted servers in Canadian-owned data centres, and we can design automations to keep sensitive business data in Canada when required. Designed around PIPEDA and BC's PIPA. Optional consent tracking and GDPR support.

Why It Works

Before

CRM Chaos

  • 3 entries for the same contact
  • Missing job titles and phone numbers
  • Outdated company information
  • Poor segmentation and targeting
After

Clean Data

  • Single, accurate record per contact
  • Complete profiles with enriched data
  • Up-to-date company and role info
  • Precise segments for campaigns

Results

Cleaner data for your sales team
One record per contact, with the missing details filled in. Your sales team spends less time hunting for phone numbers and job titles.
Improved Reporting
Clean, deduplicated data means your analytics actually reflect reality.
Faster Onboarding
New sales reps get complete, accurate contact info from day one.

How We Implement

  • Audit: Analyze your CRM for duplicate patterns and missing data (1-2 days)
  • Configure: Set up AI matching rules and enrichment sources
  • Pilot: Start with one segment or team (test deduplication + enrichment)
  • Scale: Roll out to entire CRM with monitoring and alerts