Partners

Merging the first duplicates on a call with your client builds more trust than any report. A 45-minute session format, from the sample to the first batch.

Consultants: before you merge anything in a client's CRM, tell the people who use it. A ready email for the client's sales team, and what to change in it.

Keep a retainer client's CRM clean month after month: searches per source, tested automation, a review queue for the client and a short monthly report.

Your first week with a new client's CRM: get access, connect it, look before you touch anything, define duplicates and run your first test merges.

How a Dedupely partner account keeps many client CRMs in order: one Home view, a record limit you split across clients, users per client and one plan.

Every client CRM is different, so the settings can't travel between them. The process can: the same steps, the same checklist and the same order for each.

A new CRM, a migration, fast growth, an inherited mess or an acquisition: each client stage needs a different first move against duplicates.

Dedupely's partner program lets agencies and consultants clean every client's CRM from one account, with 15% off and a partner team. Here's how it works.

Running a client's CRM migration? Dedupe the old CRM first, clean the export files, migrate, then dedupe the new CRM once its integrations are live.

Consultants and agencies cleaning client CRMs must prove the work. Agree on criteria first, log every merge and report before-and-after results.

Scale CRM deduplication across clients with match logic instead of manual review, one search at a time.

Build match logic that reflects your client's CRM context.

How agencies run one-off deduplication projects with Dedupely's Partner Program.

Agencies see the duplicates but rarely scope the work. How to define match logic per client, show what a merge keeps, and repeat it across CRMs.

Centralize deduplication across clients with Dedupely's Partner Program.

How consultants and agencies can deduplicate customer's CRMs without losing important data.