Sales / CRM Data Management Live
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.
- Run on demand
- ~7 credits per run
- v1.0.0
What does Customer Profile Unification do?
Customer Profile Unification is a production AI agent in the sales section of the Leverge agent store, built for the crm data management process. Upload the same customer's records from several systems and get one reconciled profile, with every conflict between sources shown rather than silently resolved. It runs on demand, works through 3 steps and returns 4 outputs, including reconciliation note.
What it needs
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Records from each system
One file per source system — CRM export, billing extract, support export. Name the files after their system.
What it does
- Reading source {{loop.index}} of {{loop.total}}
- Reconciling the sources
- Writing the reconciliation note
What you get back
- Reconciliation note
- Unified profile
- Conflicts between sources
- Needs a human decision
After each run it asks: “Is this profile trustworthy enough to work from?”
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 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.
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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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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 Customer Profile Unification, 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.