Data & Documents
Data & CRM Automation
Records created, enriched, deduplicated and kept accurate without anyone typing them twice.
The problem
Two systems disagree, three spreadsheets exist, and the reason is always the same: humans were asked to be the integration layer between tools that never spoke to each other.
How it works
Every conversation and document becomes structured data at the moment it happens, written once to the system that owns it and mirrored where it is needed.
- Single system of record per field, defined with you
- Deduplication and merge rules with review queue
- Enrichment from your own history, not guesswork
- Validation that flags rather than silently overwrites
What's included
In the build
- Automatic record creation from any channel
- Field mapping and normalization across systems
- Duplicate detection and merge workflows
- Historical clean-up pass at launch
- Sync monitoring with failure alerts
Human in the loop
Every automation has an explicit handoff point. When confidence is low, the language is sensitive, or a decision needs judgment, the system stops and brings in a person — with the full history attached.
In practice
A financial services team stopped double-entering applicants between their CRM and lending platform, and their pipeline reports finally matched their loan system.
- No double entry
- Reports people trust
Typical integrations
Continue exploring
Let's map what your team could automate next.
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