# CRM Deduplication for Agencies and Consultants | Dedupely > Clean up every client's CRM from one partner account, with separate searches and Merge Rules per client, a 15% partner discount and unlimited support. - URL: https://dedupe.ly/solutions/agencies - Section: solutions - Site index: https://dedupe.ly/llms.txt - Any page: append `.md` to its URL for this plain-text form --- Solutions Agencies & Consultants For Agencies & Consultants ## Clean Up Every Client's CRM From One Dedupely Account From a one-off cleanup before an implementation to ongoing data care, manage every client in one partner account, each with its own searches and Merge Rules, at a 15% partner discount. [Try for free](https://v2.app.dedupe.ly/signup)[Talk to sales](https://meetings.dedupe.ly/meetings/gaby-salinas/talk-to-sales) ### Every client brings a new messy CRM Each client has its own CRM, its own duplicates and its own idea of which record should win. Cleaning them one login at a time, with tools that merge a few records at once, eats into the project. Dedupely puts every client in one partner account, with separate searches and Merge Rules for each, and a record of every merge for your client report. ### Solutions to your biggest data challenges #### Deliver a one-off cleanup on time Clean the old CRM or exports before an implementation, and merge what the move created. [Migrate to a new CRM without duplicates](https://dedupe.ly/solutions/migrations) - [CSV deduplication Merge one spreadsheet or several.](https://dedupe.ly/knowledge-base/merge-duplicates-in-spreadsheets) - [Bulk merge Thousands of matches in one action.](https://dedupe.ly/knowledge-base/how-to-merge-duplicates) - [Merge Rules The client's rules, field by field.](https://dedupe.ly/knowledge-base/merge-rules) - [Advanced Filters Find what an import or migration created.](https://dedupe.ly/knowledge-base/filters) - [Dedupely Intelligence Finds near matches your rules miss.](https://dedupe.ly/knowledge-base/dedupely-intelligence) - [Merge History A CSV of every merge for the client report.](https://dedupe.ly/knowledge-base/merge-history) #### Size and clean every new client's CRM See the backlog before you quote, and change nothing until the client approves. [Clean up an inherited CRM](https://dedupe.ly/solutions/inherited-crm) - [Duplicate Searches Preset and custom searches on any field.](https://dedupe.ly/knowledge-base/duplicate-searches) - [Merge Preview The final record, before you merge.](https://dedupe.ly/knowledge-base/how-to-merge-duplicates) - [Merge Safety Risky matches set aside first.](https://dedupe.ly/knowledge-base/merge-safety) - [Manual Review The client decides the close calls.](https://dedupe.ly/knowledge-base/manual-review) - [Rejected matches False matches stay out for good.](https://dedupe.ly/knowledge-base/rejected-matches) - [Salesforce Sandbox Test searches and rules before production.](https://dedupe.ly/knowledge-base/salesforce-deduplication-guide) #### Keep clients clean after the project Turn tested searches into schedules for each client, and check in only when needed. [Merge incoming duplicates automatically](https://dedupe.ly/solutions/auto-merge) - [Auto Merge Each client's searches on their own schedule.](https://dedupe.ly/knowledge-base/auto-merge) - [Auto Match An email when matches build up.](https://dedupe.ly/knowledge-base/auto-match) - [Duplicate Report A weekly or monthly email on duplicates.](https://dedupe.ly/knowledge-base/notifications) - [One partner account Every client under one login.](https://dedupe.ly/become-a-partner) - [Audit Log Who ran each merge, and when.](https://dedupe.ly/knowledge-base/audit-log) - **Unlimited support** 1:1 Zoom calls for complex client data. ### How Dedupely compares for agencies and consultants | Criterion | Native CRM tools | Other dedupe tools | Dedupely | | --- | --- | --- | --- | | Merging in bulk | Most merge a few records at a time. Bulk merging needs a higher plan, or a request to support, in some CRMs. | Most support bulk merging. | Bulk merge with select-all, on every plan. | | Cleaning files before import | Most match on a single key at import. Rows that don't match exactly become new records. | Several compare an import file against the CRM. Fewer clean the file itself. | Merges duplicates inside one or several CSV files before you import. | | Choosing which values survive | Most keep the primary record's values unless you pick them one merge at a time. | Most offer merge rules, with varying detail. | Field-level and Primary record-level win/lose Merge Rules. | | Testing before changing live data | Some offer sandbox accounts, usually on their top plans. | Some connect to a sandbox. | Connect a Salesforce Sandbox. Scans, filters and merge previews never touch live data. | | Checking merges before and after | In most, a merge can't be undone. Some keep deleted records for a short time. | Most keep a merge log. | Preview every merge first. Merge History keeps every original record, as a CSV. | Native CRM tools as of October 2026, from the help documentation of HubSpot, Salesforce, Pipedrive, Close, Nimble and Google Contacts. ### What one consultant cleaned up for a client [16,000+ duplicate records merged Case study](https://dedupe.ly/case-studies/staffing-firm-consultant-hubspot-duplicates) [8,200+ matches merged Case study](https://dedupe.ly/case-studies/staffing-firm-consultant-hubspot-duplicates) [54,507 records synced to Dedupely Case study](https://dedupe.ly/case-studies/staffing-firm-consultant-hubspot-duplicates) ### Trusted by 20,000+ companies around the globe ### Pricing Partners get a flat 15% discount on whichever Dedupely tier their portfolio qualifies for. The tier is based on the records across all your clients' CRMs, not client by client. You hold the subscription and choose how to bill: pass the cost through, or include it in your fee. [See pricing](https://dedupe.ly/pricing) ### See how Dedupely works [HubSpot Recruiting How a CRM Consultant Helped a Staffing Firm Merge 16,000+ Duplicate HubSpot Records Left by Its Rollout, with Dedupely 16,000+ duplicate records merged Read the case study](https://dedupe.ly/case-studies/staffing-firm-consultant-hubspot-duplicates) [Guide Your First Deduplication Project Read the guide](https://dedupe.ly/knowledge-base/your-first-deduplication-project) [Guide Working as a Team in Dedupely Read the guide](https://dedupe.ly/knowledge-base/working-as-a-team) ### Help on every plan - [Unlimited support Live chat, email or a Zoom call, on every plan.](https://dedupe.ly/support) - [Knowledge base Step-by-step guides for every feature.](https://dedupe.ly/knowledge-base) - [Security & Trust ISO 27001, 27017 and 27018 certified.](https://dedupe.ly/trust) ### Works with the CRM you already use [See all integrations](https://dedupe.ly/integrations) ### Join the Dedupely Partner Program Partners get a flat 15% discount on the Dedupely tier their portfolio qualifies for, one account for every client across HubSpot, Salesforce, Pipedrive and CSV, and a dedicated contact with unlimited support, including 1:1 Zoom calls. Partner accounts start with a 7-day free trial and 20 free merges. [Become a partner](https://dedupe.ly/become-a-partner) ### Frequently asked questions #### Can I manage several clients in one Dedupely account? Yes. A partner account can include multiple clients across HubSpot, Salesforce, Pipedrive and CSV, all under one login. Each client keeps its own match options and Merge Rules, and clients don't need their own Dedupely login. You choose how to bill them. #### How does partner pricing work? You get a flat 15% discount on whichever Dedupely tier your portfolio qualifies for. The tier is based on the records across all your clients' CRMs, not client by client. You hold the subscription and decide whether to pass the cost through or include it in your fee. #### Can I do a one-off cleanup for a client? Yes. Connect the client's CRM or upload their exports as CSV files, merge the backlog with Merge Rules, and download Merge History as a record of the work. Spreadsheet imports are unlimited and don't count toward your plan's record limit. #### How do I show a client what was merged? Merge History records every merge, with the original records and the values that won. Download it as a CSV for your client report, or open any merged record in the client's CRM from Merge History. Admins can also check the Audit Log for who ran each merge. #### What's the difference between the Partner and Affiliate programs? The Partner Program is for agencies and consultants who run Dedupely for their clients, with a 15% discount and one account for every client. The Affiliate Program is for referrals: you earn a commission on purchases made through your link. ### Bring every client's CRM into one Dedupely account [Try for free](https://v2.app.dedupe.ly/signup)[Talk to sales](https://meetings.dedupe.ly/meetings/gaby-salinas/talk-to-sales) Skip to content