Your customers are scattered across bookings, the POS, the inbox and an old email list, spelled four different ways. We match, correct and merge them into one record each, then keep them clean as new data comes in.
That's our own business line, answered by the same kind of AI agent we build for you. Ask it what we do and how it would work for your business, or ask for a person at any point: you get your answers and hear the product working on the same call.
Example: one customer found in four systems
Duplicates and old details don't look like a problem until a customer gets treated like a stranger.
A regular calls and looks brand new, because their history is split across three records under three spellings.
Families share a number, old numbers never get fixed, and reminders go to someone who isn't the customer.
Duplicates get the same email twice, dead addresses hurt delivery, and someone who said stop still gets mail.
Revenue, repeat customers and lead sources come out different in every tool, so nobody trusts any of them.
Every industry tangles its records in its own way. Customers notice it first.
"You sent the invoice to my old house. I sold it last year."
One owner across every address they've had, each property kept straight.
Past jobs and warranties attached to the property they belong to.
Invoices to the right address, and one letter per household on your mailing list.
Usually tangled: customers, properties, past jobs and warranties. How we work with home services
"That reminder was for my daughter, not me."
Family members who share a phone number, linked as one household.
Each patient kept separate, with contact details corrected before the next reminder goes out.
Patients due for recall found, even when they were filed twice.
Usually tangled: households, shared phone numbers and duplicate patient entries. How we work with dental and medical
"I talked to your firm two years ago, under my maiden name."
People and companies across old matters, under every spelling.
Initials, maiden names and abbreviations caught and tied together.
One contact per person and one per organization, so a conflict check sees all of it.
Usually tangled: contacts across old files, name changes and company names. How we work with legal
"Two of your agents called me about the same house."
The same buyer entered by several agents, with their full history kept.
Which agent keeps the lead, settled by your rules.
One lead per buyer, and merging never loses where the lead came from.
Usually tangled: leads from several portals, agents' own lists and old open houses. How we work with real estate
"I booked for six of us on a booking site. Do you need everyone's names?"
Platform bookings with partial names matched to guests you already know.
Group bookings split, so each guest is on their own record.
Returning guests recognized, and every payout matched to the bookings behind it.
Usually tangled: booking platforms, your own booking page and group bookings. How we work with tours and rentals
Every other piece of the system reads from the same record, so cleaning it once improves all of them.
We clean what you have, then keep it clean as new records come in.
Bookings, POS, inbox, email lists and spreadsheets, side by side.
Names, phone numbers and emails matched, duplicates merged, conflicts set aside.
Anything we can't match for certain comes to you to decide.
New records are checked as they arrive, so the mess doesn't come back.
Bookings, the POS, the inbox, email lists and spreadsheets, side by side, so every version of a customer is in view.
Only with your OK. We agree up front which system holds the final version of each detail.
They come to you to decide. We don't merge on a guess.
No. A merged record keeps its full history, including where the lead came from.
Yes. The voice and chat agents answer with the customer's real history, because there's only one version of it.
Yes. New records are checked as they arrive, as part of running the system.
About 2 weeks for most setups, including the time you spend settling the records we can't match for certain.
It's quoted for your business, based on what we build and run for you, with no per-seat fees. Get a quote.
The tools businesses use, and the mess they leave behind, are different in every city. See what we do where you work.
We'll send you a quote for the system. Most setups go live in about 2 weeks.