Case study / Product concepts
CRM Data Quality Cleaner
Review duplicates and repair messy CRM records with safe merge suggestions
Period
Product concept
Role
Product direction and workflow design
Type
Independent product concept
Product preview
Illustrative concept screens · Select any image to zoom
Product overview: illustrative concept screen
01 / Overview
A data-quality workspace concept that identifies duplicate contacts, malformed details, inconsistent company names, and stale records. It proposes changes for review and keeps a record of every accepted merge.
02 / Challenge
Teams rely on CRM records for sales and support, yet duplicates and incomplete details accumulate through imports and manual entry. Bulk cleanup can create risk when similar people or organizations are merged without careful review.
- /Duplicate records split customer history.
- /Invalid contact details undermine follow-up workflows.
- /Manual cleanup is slow and risky at scale.
03 / Proposed capabilities
- 01Import a CSV or connect a sandbox CRM dataset
- 02Normalize names, emails, phone formats, and company fields
- 03Rank likely duplicates and explain matching signals
- 04Preview proposed merges field by field before approval
- 05Export cleaned records and an auditable change report