The fastest way for agencies to run short-term deduplication

A common case: a CRM team needs to merge five CRM accounts into one. A consultant steps in to organize the data, only to find inconsistent formatting, missing fields, and duplicate contacts across teams. Spreadsheet logic and VLOOKUP are not enough, they need to deduplicate thousands of records before importing. Dedupely's Partner Program makes this possible without client setup or long-term commitment.

This guide outlines how partner accounts work, how they apply to short-term deduplication work, and how to use them effectively across multiple clients.

Sign up as a Partner to manage deduplication directly

Dedupely’s partner account gives consultants full operational access:

• Add a new portal for each client inside your account
• Connect their CRM directly from your own dashboard
• Manage record sync, merge previews, and deduplication logic
• Control when portals are removed, paused, or restarted

This lets you scope and complete deduplication before the client sees final data. No extra approvals or logins are required. You can show results, prove record accuracy, and then present a cleaned dataset.

This setup is well-suited for onboarding, migrations, cleanup before a board review, or reorganizing CRMs across teams or regions.

Set up Dedupely in minutes, not days

You can request a partner account by contacting Dedupely support after signing up here. Once activated:

• Use one login to manage all client workspaces
• Create a portal for each CRM project
• No client signup is needed unless you want them to join later

If the CRM connection is urgent, you can begin syncing and creating search logic the same day.

Structure and complete deduplication projects

Each client portal operates as a self-contained workspace. Within it, you can:

• Connect the CRM and choose which objects to sync
• Review and customize matching logic
• Run a scan and preview duplicates before committing to a plan
• Perform deduplication in bulk, automatically, or manually as needed

After the project is complete, you can:

• Bring other clients' CRMs
• Delete your account entirely
• Downgrade your account to remove unused records

This gives you flexibility to run one-time deduplication, pause between projects, or build it into ongoing support.

Control cost, pricing, and invoicing

Dedupely Partner accounts receive a 15% discount on all plans. Each plan is based on the number of synced records, not total CRM size.

To manage cost:

• Sync only the data you want to deduplicate
• Use object filters to avoid syncing test, archived, or internal data
• Remove synced objects after deduplication to reduce monthly usage

You receive one bill for all client portals under your account. You can then invoice clients as part of a package or project fee.

Know when to use affiliate vs. partner

Dedupely affiliate accounts let clients sign up with your link. You receive 20% commission if they purchase.

Affiliate accounts are best when:

• Clients want to manage deduplication themselves
• You refer them, but do not run the process
• They want full access to support

Partner accounts are better when:

• You control the CRM connection and process
• You need to preview matches and manage sync logic
• The project is short-term, and client commitment is unclear

You can use both models in parallel across your client base:

• Dedupely Partner Program
• Dedupely Affiliate Program

Solution application

Here's how to manage short-term deduplication inside a client's CRM:

• Create one Dedupely account and request to be a Partner
• Add one portal per client project
• Connect their CRM without needing client signup
• Sync only required objects and run a scan
• Merge duplicates
• Invoice clients as part of your service

This approach supports repeatable, scoped CRM deduplication work, whether it’s a one-off cleanup or part of a monthly service package.

Book a quick Zoom call to set up your Partner account, and start deduping right away!