Record reconciliation
Merge duplicate records with audit trails of where the data came from.
CRM hygienefor scaling teams
Keep your CRM data clean with a data layer that merges your GTM systems into clean, trusted records.
Data enrichment
Enrich gaps in your CRM with integrated waterfalls for every field.
Scheduled workflows
Build automated processes for passive CRM housekeeping.
MCP Access
Run, govern, and audit record cleanup from your terminal.
Manage cleanupfrom your terminal
Build scheduled workflows in your CLI to fuzzy match accounts, merge duplicates, and enrich records with first and third-party data.
Audit on autopilot
Continuously scan your CRM for duplicates, missing fields, and outdated records.
Fuzzy matching
Identify duplicate records even when names, domains, or fields do not match exactly.
Per-field waterfalls
Route each field through the best available data providers for trusted results.
Reliable workflowsfor critical enrichment
Build scheduled workflows and custom triggers to backfill your systems of record, with a robust notification system.
Workflow triggers
Record updates, marketing triggers, and webhooks.
Scheduled runs
Enrich missing data every day, week, or month.
Error notifications
Instant feedback if workflows encounter issues.
CRM cleanup with governance built-in
Audit your enrichment use across workflows with insights, detailed run logs, and field provenance.
Audit logs
Detailed insight into how enrichment flows through your systems of record.
Designated waterfalls
Central management of data waterfalls for each use case.
Field provenance
Always know which vendor provides the data for each field.
“It’s the control layer we’re using to run GTM from the same brain.”
Matt McGonegleDirector of GTM Operations @ Cortex
More use cases
Other motions teams run on Default
Data Enrichment
Waterfall enrichment, deep research, and validation.
Lead Routing
Route leads across territories and segments, with logs.
Modern foundations for go-to-market
One platform to manage workflows, enrich records, route leads, and schedule meetings.