There’s a scene every sales manager knows: a rep shows up to a call, the contact’s phone is wrong, the company is a different company, and the notes are attached to a duplicate record nobody remembers creating. Sales runs on contact data — and bad data taxes every single rep on the team, every single day.
So we spent 90 days attacking the data pipeline from every direction.
Highlights at a glance: imports that come in clean, 52 universal fields on every contact, duplicates stopped at the door, enrichment that refreshes when details change, and company records that connect the dots.
01 — Imports That Come In Clean
Migrating from a spreadsheet or an old system shouldn’t be how your data gets destroyed.
- Fixed the import path that was dropping phone numbers and mis-mapping companies on the way in.
- Deduplicated tasks on a real unique ID — not a made-up key — so nothing lands twice.
- Imported contacts keep their phone even when it lives in a custom field, not the “main” one.
- Users get enabled automatically as part of legacy data migration — so a migrated team actually logs in.
02 — Everyone Gets the Same Complete Record
Holes in the record are where deals go to die. We standardized the baseline so no contact starts out half-blind.
- 52 universal contact fields, backfilled across your existing database.
- Editable field tiles with long-press copy / paste / edit — the workflow you already use everywhere else.
- Hard-to-reach fields cleaned up: boolean fields write true/false, not “yes”/”nah.”
- Custom fields you can make free-text or dropdown, your way.
03 — Duplicates Stopped at the Door
The classic quiet killer: an email integration or a form submits “new contact” and creates a twin.
- Email-driven duplicate creation fixed — no more twin records from incoming messages.
- Form-submitted contacts matched and linked to the right company by external key.
- Deleting a contact no longer leaves behind orphaned tasks or misattributed notes.
04 — Data That Refreshes Itself
People change jobs, change numbers, and change the value prop you’re pitching them.
- Website and firmographic population re-runs when a contact’s email is edited — the record follows reality.
- A cleaner enrichment provider behind the scenes, with better name+domain matching.
- Anchor resolution that prefers the actual website field instead of guessing.
05 — Company Records That Connect the Dots
B2B sales happens at the company level even when you talk to a person.
- Full company records with notes, interactions, opportunities, and activity across the timeline.
- One-click contact-to-company linking — including matching by external key (like NMLS in financial selling).
- A company panel that renders fast and stops over-fetching, so it’s actually usable mid-call.
06 — Speed Is a Data Feature
Clean data is only useful if it’s fast to look at. We fixed the page-load pain on contact list pages and made search ride along with the list instead of blocking it.
- Contact list pages load noticeably faster — even on big accounts.
- Search-while-browsing, so typing a name doesn’t blank your screen for three seconds.
Truth is a feature. If your CRM still surprises you on the second call,