# CRM Deduplication for CRM Admins and Ops | Dedupely > Clean up your CRM's duplicate backlog with Merge Rules you trust, then let Auto Merge and Auto Match handle new duplicates while you get on with your job. - URL: https://dedupe.ly/solutions/crm-admins - Section: solutions - Site index: https://dedupe.ly/llms.txt - Any page: append `.md` to its URL for this plain-text form --- Solutions CRM Admins For CRM Admins ## Clear the Duplicate Backlog, Then Keep Up Without Merging All Day Clean up the backlog once with Merge Rules you trust, then let Auto Merge and Auto Match handle new duplicates while you get on with the rest of your job. [Try for free](https://v2.app.dedupe.ly/signup)[Talk to sales](https://meetings.dedupe.ly/meetings/gaby-salinas/talk-to-sales) ### Keeping the CRM clean is a job on top of your job Imports, forms, integrations and reps keep adding records, and the admin cleans up after all of them, usually alongside everything else. Native tools merge a few records at a time, so the backlog keeps growing. Dedupely lets you clean it up once with rules you trust, then keeps it clean on a schedule. Nothing changes in your CRM until you merge. ### Solutions to your biggest data challenges #### Clear the backlog you inherited Size the problem first, then merge in tested stages. [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) - [Dedupely Intelligence Finds near matches your rules miss.](https://dedupe.ly/knowledge-base/dedupely-intelligence) - [Bulk merge Thousands of matches in one action.](https://dedupe.ly/knowledge-base/how-to-merge-duplicates) - [Merge Rules Decide which values win, field by field.](https://dedupe.ly/knowledge-base/merge-rules) - [Merge Preview See the final record before you merge.](https://dedupe.ly/knowledge-base/how-to-merge-duplicates) - [Merge History Every merge, with the original records.](https://dedupe.ly/knowledge-base/merge-history) #### Catch the duplicates forms keep creating Match repeat submitters on email, name and phone, and merge them soon after they arrive. [Clean up duplicates from form fills](https://dedupe.ly/solutions/form-fills) - [Match Settings Nicknames, typos and phone formats.](https://dedupe.ly/knowledge-base/match-options) - [Advanced Filters Focus a search on one source or date.](https://dedupe.ly/knowledge-base/filters) - [Excluded matches Placeholder data set aside.](https://dedupe.ly/knowledge-base/excluded-matches) - [Manual Review A queue for 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) - [Lose Rules Blank answers never win a field.](https://dedupe.ly/knowledge-base/merge-rules) #### Keep it clean without merging every day Put tested searches on a schedule, and get an email only when something needs you. [Merge incoming duplicates automatically](https://dedupe.ly/solutions/auto-merge) - [Auto Merge Merges tested searches on a schedule you set.](https://dedupe.ly/knowledge-base/auto-merge) - [Auto Match An email when matches build up.](https://dedupe.ly/knowledge-base/auto-match) - [Merge Safety Very large matches set aside before merging.](https://dedupe.ly/knowledge-base/merge-safety) - [Run dashboard Pause, disable or cancel any run.](https://dedupe.ly/knowledge-base/auto-merge) - [Duplicate Report A weekly or monthly email on duplicates.](https://dedupe.ly/knowledge-base/notifications) - [Unlimited users Colleagues review matches at no extra cost.](https://dedupe.ly/knowledge-base/users) ### How Dedupely compares for CRM admins | Criterion | Native CRM tools | Other dedupe tools | Dedupely | | --- | --- | --- | --- | | Finding duplicates already in the CRM | Most check records as they're created. Scanning the whole database needs a higher plan in some CRMs. | Most scan existing records, with varying match options. | Preset Duplicate Searches on every synced object. Scanning never changes your CRM. | | 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. | | 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. | | Merging new duplicates on a schedule | Most leave new duplicates for someone to find and merge by hand. | Some merge on a schedule. | Auto Merge on any schedule you set, with a dashboard for every run. | | 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 admin cleaned up with Dedupely [4,000+ company and deal matches merged in under 7 weeks Case study](https://dedupe.ly/case-studies/fintech-hubspot-duplicate-deals) [2,158 of them company matches, 1,852 deal matches Case study](https://dedupe.ly/case-studies/fintech-hubspot-duplicate-deals) [12 searches on Auto Merge Case study](https://dedupe.ly/case-studies/fintech-hubspot-duplicate-deals) ### Trusted by 20,000+ companies around the globe ### Pricing Dedupely is priced by the records you sync, not by seats, so adding a colleague to review matches costs nothing extra. Records add up across the objects and CRMs you connect, and spreadsheets never count. Sync only the objects you're cleaning, and turn the others off in CRM Settings. [See pricing](https://dedupe.ly/pricing) ### See how Dedupely works [HubSpot Financial services How a Fintech Gave Its Sales Team a Pipeline It Can Trust by Clearing 4,000+ Duplicate Matches with Dedupely 4,000+ company and deal matches merged in under 7 weeks Read the case study](https://dedupe.ly/case-studies/fintech-hubspot-duplicate-deals) [Guide Your First Deduplication Project Read the guide](https://dedupe.ly/knowledge-base/your-first-deduplication-project) [Guide Your Deduplication Routine Read the guide](https://dedupe.ly/knowledge-base/your-deduplication-routine) ### 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) ### Frequently asked questions #### How long does it take to set up Dedupely? Connecting a CRM takes a few minutes, and the first sync takes 2–15 minutes for up to 50,000 records. Every object comes with preset Duplicate Searches, so you can see real matches right away and test your first merges the same day. #### Will Dedupely change anything in my CRM without me? No. Connecting, syncing and scanning never change your CRM. Records only change when you merge, or when you turn on Auto Merge for a search you've tested. Every merge is recorded in Merge History, with the original records and the values that won. #### Can I control which data survives a merge? Yes. Merge Rules set the Primary Record, like the oldest or most complete record, and field-level Win and Lose rules for specific fields. Winning values show in bold in your results, and the Merge Preview column shows the final record before you merge. #### Do I need a paid CRM plan to use Dedupely? No. Dedupely works with every HubSpot tier, including the free version, and every Salesforce edition, so you can bulk merge and automate without upgrading your CRM. It also connects to Pipedrive, Close, Nimble and Google Contacts, and cleans CSV files. #### Can colleagues help review duplicates? Yes. Every plan includes unlimited users, with no per-user fees. Send unclear matches to Manual Review for the right person to decide, and keep Admin access for the one or two people who manage users, billing and security. ### Clean it once, and keep it clean [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