Duplicate Detection
Automatic and manual duplicate scanning
What's included
Merge Records
Combine duplicate contacts, companies, deals
Data Normalization
Standardize phone numbers, emails, addresses
Identity Clustering
Group related records across entities
Cluster Resolution
Review and merge identity clusters
Data Quality Dashboard
Overall data health metrics
Stale Records
Identify and clean up inactive records
Batch Processing
Large-scale data operations with progress tracking
Import Rollback
Undo imports if needed
Backups & Recovery
Automatic workspace snapshots, a trash bin for deleted records, and point-in-time restore for deleted or changed data.
Lumenbase Portage
Guided CRM migration from Pipedrive, Attio, and HubSpot with scan, provenance, and rollback
More in System of Record
Your Database
Contacts, companies, and deals in one connected system, with the full history on each record.
Teams & High Security
Decide who sees what, down to a single company, contact, or deal.
Pipeline Management
Run every deal from the first List to a signed Account, on stages you define.
Automation
Let routine CRM work run itself, started by a record change, a schedule, or a webhook.
Contacts
Contacts and companies with custom fields, clustering, search, and bulk actions.
Contracts
Write, sign, and renew agreements on the same records as the deal and the client.
Integrations
Gmail, Outlook, Slack, Pipedrive, Zapier, and more, plus webhooks, MCP, and the REST API.
Customization
Custom fields, stages, layouts, and themes for how your team works.
Invoicing
Manage invoices and track payments directly within your CRM.
Further reading