B2B SaaS — sales operations
Growth-stage SaaS finds 18,000 duplicate contacts HubSpot missed.
Sales ops team consolidated a 220K-contact CRM with a 3-week dedup project — most of which was review, not cleanup.
Duplicates found
18,437
vs ~1,200 HubSpot found (15× more)
CRM size reduction
-8.4%
220K → 201K unique contacts
Time from decision to shipped
3 weeks
Mostly reviewing borderline pairs, not software setup
One-time cost
$189
Single month of Business tier for the cleanup
Company profile
Example scenario: B2B SaaS at Series B, ~220K contacts in HubSpot after 4 years of ZoomInfo imports + trade-show uploads + partner lists, 2-person sales ops team.
The situation
What the team was dealing with
HubSpot's built-in dedup had merged the obvious duplicates (exact email matches) but the CRM was still a mess. Reps complained about finding 'the same person' with different contact records. Marketing discovered they were sending the same welcome sequence to people who'd already bought — because those people existed twice under different lead records.
What they tried first
Approaches that didn't quite work
HubSpot's built-in dedup: caught maybe 8% of the real duplicates (exact-email-only).
Hired a contractor for 2 weeks to Excel-VLOOKUP through it: caught more but still missed nickname variations + phone formatting differences.
Looked at Match2Lists but the per-user pricing would have cost $2,844/year for the team of 3.
How the Genie helped
What changed
Exported the full HubSpot contact list to CSV (220K rows). Matched it against itself on the Business tier — one job, under 5 minutes.
Result: 18,437 probable duplicates across 7,823 groups, with fuzzy matches catching Bob/Robert, (617) 555-1234 / +16175551234, etc.
Sales ops reviewed the 1,100 borderline 'review' rows in about 2 days — side-by-side UI made each decision a 5-second click.
Exported the confirmed merge list as CSV, bulk-loaded into HubSpot's built-in merge tool. Done in 3 weeks total, 95% of which was review (not software setup).
“HubSpot told us we had 1,200 duplicates. We actually had 18,000. The CRM was inaccurate for years — we just couldn't see it.”
— Head of sales operations, example scenario
This scenario maps to
CRM deduplication
Export your Salesforce, HubSpot, or Dynamics contacts. Upload the CSV. The Genie finds the duplicates your CRM's built-in dedupe missed — typos, formatting quirks, email aliases — and hands you a review queue you can work through in an afternoon.
See the full use-case pageLet the Genie handle the grunt work.
Free tier is real. No card. No forms. Just upload your first list and see the Genie clean and match it in under a minute.
