Sales & RevOps
Duplicate leads and accounts slow the pipeline and cause missed revenue. Reps waste time searching for the correct contact instead of closing deals.
Clean
Deduplicate and forget
Plauti validates, deduplicates, and merges records in Salesforce and Microsoft Dynamics automatically, so teams stop losing time to manual cleanup.
30+ minutes saved per employee per day
Automating validation, deduplication, and merging gives that time back the moment it's turned on.
- Eliminates duplicates automatically
- Runs cleanup without manual work
- No code required
The bigger the database, the bigger the chaos
Records get edited over the years by multiple people, each with their own way of doing things, and that produces inconsistencies and errors. Automating validation, deduplication, and merging at scale is how large Salesforce or Microsoft Dynamics 365 CE orgs keep records usable despite that.
No manual effort and no code, just clean, reliable data that sales, marketing, and customer success can all rely on.
Duplicates and bad data affect every team
Marketing
Messy data hurts campaign performance. Duplicate outreach wastes budget and lowers engagement.
IT Professionals
Unchecked duplicates and inconsistent formats bloat CRM storage and cause syncing errors across connected systems. Inaccurate records compromise compliance and reporting.
Customer Success
Incomplete or duplicate records slow case resolution and frustrate customers. Without one unified profile, support experiences are inconsistent.
Compliance Professionals
Duplicate records put compliance at risk.
Automated deduplication, merging, and data integrity in your CRM
Plauti runs four steps directly against Salesforce or Microsoft Dynamics 365 CE data, in this order.
Validate & standardize data
Validate email addresses, phone numbers, and postal addresses to reduce bounces and miscommunication. Clean up legacy records and let users enter valid, standardized data in a fraction of the time. Prevent incomplete or incorrect records from affecting customer interactions.
Identify duplicates
Detect and flag duplicate leads and accounts across standard and custom objects. Fuzzy matching and rule-based detection surface duplicates that exact matching misses, including duplicates that span multiple objects.
Prevent future duplicates
New duplicates get merged as they enter the system in real time. Real-time duplicate prevention alerts users at the point of entry, and scheduled deduplication runs keep the database clean going forward.
Merge & consolidate
Unify records without losing data. Merge groups of up to 50 records at once, past your CRM's own merge limit. Related activities, cases, and history stay intact through the merge.
Who benefits when Salesforce data is clean and duplicate-free?
Sales & RevOps
Validated, duplicate-free data keeps lead-to-account matching accurate and cuts manual record cleanup. Duplicate leads and accounts merge automatically instead of by hand.
Marketing
Clean, validated contact data improves segmentation and targeting, and cuts duplicate outreach that wastes budget on the same lead twice.
IT Professionals
Deduplication cuts CRM storage bloat and syncing errors across connected systems, and keeps compliance reporting accurate.
Customer Experience
Every interaction is backed by one complete, accurate record instead of a guess, so cases resolve faster.
Compliance Professionals
Consolidating each person's data into one record makes consent, privacy, and deletion requests easier to manage under GDPR, HIPAA, GLBA, or SOX.
Less manual cleanup, more productive teams
The same automation that removes duplicates keeps removing the busywork around them.
- No more checking records three times
- No more manual cleanup
- No more guessing
- All in your CRM
Clean data pays off beyond fewer duplicates
Verified, deduplicated records mean reliable customer data, lower cost from higher agent productivity, no penalties for noncompliance, and better customer satisfaction. When records are verified and deduplicated, every team wins.
Act with confidence
Turn dirty data into trusted, actionable insight. Everything runs inside your CRM.