Find and fix bad records.
Six guided queues find the problems in your data: deals with no company, contacts with no company, deals with no pipeline, stale deals, duplicates and messy formatting. Fix a whole queue in one go, and undo any fix within 24 hours.
Six queues, each naming one thing that is wrong and carrying its count. A queue at zero is finished rather than hidden, and it fills again on its own.
The cleanup screen
Every problem gets its own queue.
Pick a queue and work through it. Each one shows exactly how many records need attention, and a queue at zero stays visible so you know it is clear. Records and Imports live alongside the queues, so you can trace any problem back to the import that caused it.
Keep your CRM clean. Review imports, fix broken records, and work through guided queues.
Guided queues scan for deals without parties, deals with no pipeline, stale deals, duplicates and formatting issues. Review what NearSync AI suggests, fix in bulk, and undo any fix within 24 hours.
NearSync AI cross-references conversation phone numbers, company names and email domains continuously. Any record that loses its link will surface here for review.
Undo any bulk fix for 24 hours.
Fix a whole queue at once.
Each queue is a to-do list of records with the same problem, ready to fix together.
- Find deals and contacts with no company attached
- Find open deals with no pipeline, and deals that have gone stale
- Merge duplicate contacts and companies
- Tidy up capital letters, stray spaces and formatting in one pass
- Apply a fix to a whole queue, and undo it within 24 hours
AI suggests the match, you approve.
The AI keeps suggesting matches as new data arrives, and never applies one without your approval.
- Match a deal to its company using phone numbers from your calls
- Match using company names already on your records
- Match using the email domains on your threads
- Review every suggestion before anything changes
Access
Who can do what.
Anyone can fix the records in front of them. Importing files, exporting data and changing what the queues look for affect everyone, so those need a higher role.
See the queues, the records and past imports.
Work a queue and fix the records in it.
Import, export, and apply fixes in bulk.
Decide what the queues look for.
Admin is the highest role and is not limited by these permissions, so keep it to the few people who genuinely need it.
One import, start to finish
Nine hundred records imported.
An export from another system arrived with some of its company links missing. The queues found every gap, the AI suggested matches from calls and email you already had, and the whole batch could be undone for a full day.
The file becomes live records, and the import is saved so you can always see what came from where.