CleanCRM logo

CleanCRM

by ActivePrime · Since 2001
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ActiveAvailable globallyCloud
Quick facts
VendorActivePrime
Year launched2001
StatusActive
Location800 West El Camino Real
Suite 180 Mountain View, CA 94040
Countries servedGlobal
Languages1
Integrations1+
Free tier
Free trial
Contact salesYES

About CleanCRM

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CleanCRM is a comprehensive data management software designed to help businesses streamline their customer relationship management processes. One of its standout features is its ability to clean and maintain CRM data, ensuring accuracy and consistency in customer information. The user interface of CleanCRM is intuitive and user-friendly, making it easy for users to navigate and perform tasks efficiently. The design elements are clean and minimalistic, enhancing the overall user experience and reducing the learning curve for new users. One of the core functionalities that set CleanCRM apart from its competitors is its advanced data cleaning algorithms, which can detect and remove duplicate entries, standardize formats, and validate information automatically. This automation saves users time and ensures data integrity, making the software a valuable asset for businesses dealing with large datasets. In terms of performance, CleanCRM excels in speed, efficiency, and reliability, even when handling complex operations or managing extensive datasets. The software's robust infrastructure allows for quick processing and analysis of data, empowering users to make informed decisions based on accurate information.

Pros & Cons

What users like
  • +Helps keep customer data clean and up-to-date
  • +Automatically identifies and removes duplicate records
  • +Improves data accuracy and reliability
  • +Streamlines data entry processes
  • +Enhances overall CRM system efficiency and performance
What users flag
  • Limited customization options for data fields and layouts
  • Steep learning curve for new users
  • Occasional bugs and glitches affecting system performance
  • Limited support for large datasets, leading to slower processing times

Features

Key features

Batch De‑duplication for Salesforce records
CleanCRM identifies and merges duplicate Accounts, Contacts, and Leads within Salesforce.
Configurable Matching Rules
Choose exact, fuzzy, or "starts with" matching per field; apply advanced thresholds, ignore lists, and empty‑value settings.
Merge Master Record Control
Define master record selection rules, manually adjust which fields survive conflicts during merge.
Duplicate Review & Merge Workflow
Classifies duplicates into “Require Review”, “Auto‑safe”, and “Unique” categories; supports per‑record, page, or full‑set merging.
Scheduler for Automated Runs
Automate cleansing via scheduled batch jobs; monitor via dashboard and activity logs.

Additional features

Cross-Object De‑duplication
Detect duplicates across different Salesforce objects (standard & custom).
Smart Auto-Merge & Auto-Update
Automatically merge high-confidence duplicates and roll up values from duplicates to master.
Search-Before-Create Prevention
Prevents duplicate insertion by checking before new record creation.
Audit Log & History Tracking
Maintains traceable logs for every merge, action, and edit—essential for compliance and rollback.
Smart Undo & Recovery
Easily revert merges or data fixes, restoring full record histories even from Salesforce recycle bin.
Formatting & Junk Data Cleanup
Detects and corrects inconsistencies in phone formats, addresses, and flags unwanted “junk” data.
Incorrect & Missing Data Correction
Validates addresses, fills missing fields via auto-population, and flags damaged data.
Data Segmentation & Rule Customization
Segment records, set primary/master record rules, and tailor merge logic to business need

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
32
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇮🇳INR🇷🇺RUB🇭🇰HKD🇸🇪SEK🇹🇷TRY🇩🇰DKK🇳🇿NZD🇸🇬SGD🇿🇦ZAR🇳🇴NOK🇲🇽MXN🇮🇱ILS🇲🇾MYR🇹🇭THB🇵🇭PHP🇵🇱PLN🇧🇷BRL🇮🇩IDR🇭🇺HUFCZE🇦🇷ARS🇨🇱CLP🇸🇦SAR🇦🇪AED

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