---
title: "Customer Profile Unification"
section: "Agent store — Sales — CRM Data Management"
canonical_url: "https://leverge.ai/agents/sales/crm-data-management/customer-profile-unification"
category: "Sales"
process: "CRM Data Management"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# 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.

## At a glance

- Business function: Sales
- Process: CRM Data Management
- Runs: run on demand
- Run cost: 7 credits
- Uses a knowledge base: no

## What it needs

- **Records from each system** (files) — One file per source system — CRM export, billing extract, support export. Name the files after their system.

## How it works

1. Reading source {{loop.index}} of {{loop.total}}
2. Reconciling the sources
3. Writing the reconciliation note

## What it returns

- **Reconciliation note** (written summary)
- **Unified profile** (metadata grid)
- **Conflicts between sources** (mapping table)
- **Needs a human decision** (flagged exceptions)

---

Source: https://leverge.ai/agents/sales/crm-data-management/customer-profile-unification — Leverge