Insycle

Founded 2016

Clean, standardize, and deduplicate customer data across multiple CRM systems

Pricing model

Free Trial

You can use Insycle to organize, clean, and maintain CRM data across tools like HubSpot and Salesforce. It helps you identify and merge duplicate contacts or accounts, fix formatting inconsistencies, and link records together automatically. You can build rules to define how data should be formatted and track whether records deviate from those standards over time. It also lets you import CSV spreadsheets safely with previews before applying changes, assign leads based on custom routing logic, and run bulk updates without manual spreadsheets.

What Insycle does

Merge duplicate records using flexible matching criteriaStandardize text formatting for phone numbers and postal addressesPreview CSV imports to catch errors prior to updating CRM recordsLink orphan contacts to matching company recordsAssign leads to team members based on territory rulesTrack coverage and drift metrics across CRM propertiesExecute bulk updates across CRM fields without spreadsheetsFind and merge duplicate contact, company, and deal records with custom rulesStandardize names, phone numbers, addresses, and job titles in bulkPreview CSV imports and map fields safely before writing to the CRMLink orphan contacts to relevant companies and establish parent-child account linksCreate centralized rules to govern how fields must be formatted and maintainedTrack data drift and coverage gaps across governed CRM records continuouslyAssign and route leads based on availability, capacity, and custom territory rules

Pricing breakdown

Pricing model: Free trial

PlanList price

Starter (annual billing)$100 / mo, billed annually

Growth (annual billing)$150 / mo, billed annually

Professional (annual billing)$200 / mo, billed annually

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