Identify records needing attention
On an agreed schedule, it reviews new active contacts and accounts, unresolved cases, active contacts without accounts, and new or changed records for duplicates.
CRM review
and maintenance
Weekly CRM maintenance combines a data quality agent with a dedicated private review website. The agent researches and updates records; the dashboard presents findings, evidence and review controls so people can resolve outstanding cases.
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01 / WEEKLY INTAKERecords needing
Records needing
attention
- 01New active contacts and accounts
- 02Unresolved cases
- 03Active contacts without accounts
- 04New or changed duplicate candidates
Records ready for investigation
02 / RESEARCH & UPDATESEvidence determines
Evidence determines
the next action
Research missing information
Company websites, existing CRM information and credible public sources support missing details. Agreed categories govern job roles and industry classifications; tags and creation history help establish acquisition sources.
Complete supported fields
The agent fills supported gaps and verifies each saved update. Unsupported details remain open, while conflicting populated values go to review. Existing workflow behaviour and qualification statuses are respected.
| Research finding | System action |
|---|---|
| Supported missing detail | Fill and verify |
| Unsupported detail | Keep open |
| Conflicting populated value | Human review |
Agreed categories and CRM rules apply.
03 / MATCHING & DUPLICATESThe right account.
The right account.
The right record.
Connect people to the right account
It matches new contacts to existing accounts before considering creation, which requires verified identity and supported mandatory information. Older unlinked contacts connect only to unambiguous existing accounts, using verified business email domains.
Check for an existing account
Unambiguous match
Link to the existing account
New contact: no match
Create only with verified identity and supported mandatory details
Find and resolve duplicates
Duplicate candidates are compared with existing CRM records. Unambiguous matches can be merged in the CRM after checking field values, related records and consent safeguards. Conflicting or uncertain matches require human review.
Compare fields, related records and consent
Unambiguous match
Merge in the CRM
Conflict or uncertainty
Human review
04 / THE REVIEW WEBSITEThe website that
The website that
manages the review
Four areas cover Contact Review, Account Review, Duplicate Contacts and Duplicate Accounts.
Contact ReviewAccount ReviewDuplicate ContactsDuplicate Accounts
Duplicate contact comparison
EXISTING RECORD
Record details and evidence
Ownership and creation history
CANDIDATE RECORD
Differences shown side by side
Preferred master record
Evidence links: CRM records and company websites
Save draftHoldKeep separateConfirm contact merge
REVIEW DETAILS
Proposed corrections include record details, evidence, ownership and creation history.
Reviewers manage corrections, save drafts and record decisions.
SAVED CHOICES
Saved choices retain the preferred master record and decisions to hold cases or keep records separate.
Confirmed field updates and contact merges made through the website automatically update the corresponding CRM records, without entering the same changes again in the CRM.
Duplicate contact comparisons highlight differences side by side, with links to CRM records and company websites.
05 / REVIEW & REPORTINGReview, apply and
Review, apply and
carry the work forward
Review and apply changes in the dashboard
The dashboard presents unresolved cases with a clear question and evidence. Approved updates and contact merges write back to the CRM. Unsupported cases remain in the run result.
Report results and continue the work
The automation is configured to email confirmed activity, unresolved work and errors after each execution, with a dashboard link. Checkpoints and saved decisions support continuity between runs.
Dashboard: a question and evidence
CONFIRMED CHANGES
Field updates
Contact mergesCRM
Contact mergesCRM
EMAIL AFTER EACH EXECUTION
- Confirmed activity
- Unresolved work and errors
- Dashboard link