Audit on autopilot
Continuously scan your CRM for duplicates, missing fields, and outdated records.
More than a CRM hygiene software
CRM hygienefor scaling teams
Keep your CRM clean with a data layer that merges your go-to-market systems into trusted records.
CRM Record Created
New record created
The workflow starts when a new Lead is created in Salesforce.
Match Record
Lead-to-account matching
Match each new lead to the Salesforce account that shares its email domain.
Enrich Data
Data enrichment
Fill gaps in your CRM with built-in enrichment waterfalls for every field.
Update Record
Safe field updates
Enriched fields and the account owner are written to each lead, and an empty result never overwrites a value.
CRM Duplicates Scan
Duplicate scans over MCP
Find duplicate Salesforce records from your terminal with a read-only scan, then merge each group in Salesforce.
Manage cleanupfrom your terminal
Build scheduled workflows from your terminal to fuzzy match accounts, merge duplicates, and enrich records with first- and third-party data.
Fuzzy matching
Identify duplicate records even when names, domains, or fields do not match exactly.
Per-field waterfalls
Rank the data providers for each field, so every value comes from the source you trust most.
Workflows that backfillyour systems of record
Build scheduled workflows and custom triggers that fill missing data, with a notification whenever a run errors.
Workflow triggers
Record updates, marketing triggers, and webhooks.
Scheduled runs
Enrich missing data every day, week, or month.
Error notifications
A Slack alert when a workflow errors during a run.
CRM cleanup with governance built in
Audit your enrichment use across workflows with insights, detailed run logs, and field provenance.
Audit logs
See the exact values each workflow step read and wrote in 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.
The marketing engine behind the best teams
One platform to manage workflows, enrich records, route leads, and schedule meetings.