AI Contact List Cleanup and CRM Data Hygiene
One clean list of every customer.
Upload a contact export. The Records agent finds the same customer entered three ways, cleans up every field, fills what it can work out, and shows you each change before you take the clean list.
From $9/mo · $99/mo workspace required
- Kept the newer phone (843) 555-0142
- Two emails kept: priya@ashby.co, priya.n@gmail.com
- Company from email domain: Ashby Design Co.
See it work
Every change shown before you take it.
Upload a contact export. Duplicates are merged, formatting is fixed and gaps are filled from email domains, and every change is listed for you to approve. Your original file stays untouched.
An illustration. The names and figures are examples.
What the Customer records upkeep agent does
Finds the same customer entered more than once and joins them.
Names, emails, phone numbers and websites in one consistent shape.
Company names from email domains and websites, and a list of what's still missing.
Every merge and edit is listed; download the clean file or add customers to your pipeline.
Pricing
Monthly, on top of the $99 Brainztem Workspace. Change level any month.
~800 records cleaned per month
For a business just getting going, or trying one agent for the first time.
~2,000 records cleaned per month
Fits most small businesses: a full inbox and a steady flow of customers and jobs.
~6,000 records cleaned per month
For a busy shop or a growing team with high volume in every channel.
Setup: Export your contact list (CSV).
Questions
Can it delete my data?
No. It works on a copy of the list you upload and shows every proposed merge and edit. Your original stays untouched.
What do I need to set up?
Export your contact list (CSV). We walk you through it on your onboarding call.
How much does it cost?
Customer records upkeep starts at $9 a month on top of the $99 Brainztem Workspace, and $15 a month for a typical small business.
Does anything go out without my approval?
No. Every outgoing email, post, quote, invoice and call script waits in your review queue until you approve it.