Sales / CRM Data Management Live
CRM Duplicate Resolution
Upload a contact export and get duplicate records clustered, a merged golden record for each cluster, and an audit note explaining every merge decision.
- Run on demand
- ~5 credits per run
- v1.0.0
What does CRM Duplicate Resolution do?
CRM Duplicate Resolution is a production AI agent in the sales section of the Leverge agent store, built for the crm data management process. Upload a contact export and get duplicate records clustered, a merged golden record for each cluster, and an audit note explaining every merge decision. It runs on demand, works through 3 steps and returns 4 outputs, including merge audit note.
What it needs
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Contact export
One row per CRM contact record. Duplicates with conflicting details are what this agent hunts.
What it does
- Reading the contact export
- Clustering duplicate records
- Writing the merge audit note
What you get back
- Merge audit note
- Records to merge
- Golden records after merge
- Needs a human decision
After each run it asks: “Would you apply these merges as-is?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
CRM Data Management
Other agents in crm data management
Pipeline, proposals, renewals and the CRM hygiene underneath them
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Complex Lead Escalation
When a lead's reply is too ambiguous to route automatically, get it summarised for a human — what they seem to want, what is unclear, and who should pick it up.
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Contact Verification
Check a lead's contact details against what can be found publicly — whether the person is still in that role, whether the details are structurally sound, and what could not be confirmed either way.
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CRM Insight
Ask a question about the lead records in your CRM and get an answer computed from the selected rows, with the records it used shown alongside.
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Customer Profile Unification
Upload the same customer's records from several systems and get one reconciled profile, with every conflict between sources shown rather than silently resolved.
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Enrichment Rule Feedback
Look at where enrichment keeps getting records wrong and propose rule changes — with what each change would have done to the records you already have.
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Lead Meeting Scheduler
Turn a lead's stated availability into a meeting proposal that works in both time zones, with the arithmetic shown and the invite held for approval. Nothing is sent.
Next Step
Deploy CRM Duplicate Resolution, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.