CRM deduplication
Dedupe your CRM without breaking anything.
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.
The problem
CRM dedupe tools only catch exact matches. That leaves thousands.
'John Smith' at john@acme.com and 'J. Smith' at john.smith@acme.com — two records, one person. Your CRM shows no duplicate.
Phone number formatting — '(617) 555-1234', '617-555-1234', '+16175551234' — each creates a separate contact.
Name variations (Robert/Bob, Catherine/Kate, Jennifer/Jen) mean the same person shows up 2-3 times with different marketing sequences.
Address variants ('123 Main St.' vs '123 Main Street') fragment account records.
After 3+ years of data imports, every CRM has 10-25% duplicates — and nobody knows which ones.
How the Genie solves it
Fuzzy matching that actually understands contact data
Name + email combinations
Finds 'John Smith / john@acme.com' ↔ 'J Smith / john.smith@acme.com' by recognizing the name is the same and email domain is shared. Weighted scoring means confidence is high but not blind.
Phone normalization built-in
Automatic cleansing folds '(617) 555-1234', '617-555-1234', and '+16175551234' into the same match key before scoring. No pre-work required.
Nickname database
The engine knows Robert/Bob, Catherine/Cathy/Kate, Jennifer/Jen, Michael/Mike are interchangeable — and which ones aren't (Kate isn't Katherine automatically).
Review queue, not auto-merge
Borderline matches go to a review queue with side-by-side comparison. You decide what's a duplicate before anything gets merged. Export the confirmed list as CSV and bulk-merge in your CRM.
Preserves original data
Your original columns + match metadata + the master record are all in the export. No data loss, no VLOOKUP afterward to re-attach fields.
Runs on 500K rows
Most CRM tenants fit in the Business tier's 500K-row-per-job cap. Business-tier match in under 5 minutes.
Real example
A real CRM dedup match
Three rows that your CRM's dedup wouldn't catch — but the Genie does.
Source file
salesforce_export.csv · email + phone + name
Master file
hubspot_export.csv · email + phone + name
John Smith · john@acme.com · (617) 555-1234
J. Smith · john.smith@acme.com · 617-555-1234
matchedSame phone number (formatting normalized), same person based on name + shared email domain acme.com
Catherine Jones · cjones@widget.co · —
Kate Jones · kate.jones@widget.co · —
matchedNickname database treats Catherine/Kate as same; same last name + email domain confirms
Mike Chen · mike.chen@gmail.com · 415-555-0000
Michael Chen · mchen@corp.com · 415-555-0000
reviewName match (Mike/Michael), phone exact match, but DIFFERENT email domains — could be work vs. personal, or two people. Review queue lets you decide.
Before and after
What changes when you use ListMatchGenie
Without ListMatchGenie
- CRM's built-in dedupe misses 60-80% of real duplicates because it only checks exact matches.
- Sales reps waste hours re-entering the same prospect because their search didn't find the existing record.
- Marketing sends the same prospect 3 emails from different contact records.
- Reports double-count revenue and leads because the same customer exists as 2 accounts.
- Dedup attempts that DO run (like the CRM's periodic job) sometimes merge unrelated records — data loss nobody can untangle.
With ListMatchGenie
- Fuzzy + phonetic + nickname matching catches 10-25x more duplicates than exact-match dedup.
- Review queue shows side-by-side comparisons — you decide which pairs are real duplicates before any merge.
- Export the confirmed list as CSV; bulk-merge in your CRM with confidence.
- Match scores tell you which matches are high-confidence vs. borderline so you can triage.
- Your original records are preserved in the export — no data loss, fully auditable.
Let 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.
