Talk to us

A clearer workspace
starts with cleaner records.

Find duplicate records, review merge candidates, recycle stale data, and standardize field values with controlled workspace tools.

Talk to us See how a review works

Less clutter. More confidence.

Contacts96% match

Pick the record to keep

Keep this one

NameDana Whitfield

Emaildana.whitfield@harborline.example

Phone(410) 555-0142

CompanyHarborline Marine Supply

Record B

NameD. Whitfield

EmailDana.Whitfield@harborline.example

Phone410-555-0142

CompanyHarborline Marine Supply

Merge into master asks you to confirm before anything changes.

Illustrative sample records. Not a live workspace.

Find it, compare it, clean it.

Pending merges
7
Recycle rules
2
Field-cleaning rules
3

  1. Duplicate detection

    Use scans and rules to find records that may represent the same business information.

  2. Candidate review

    Review the proposed duplicate candidates before applying the permitted merge operation.

  3. Record and field cleanup

    Use recycling and field standardization tools to maintain the records your operations rely on.

From a scan to one clean record.

One candidate, followed from the rule that found it to the merge you confirm.

Define the review

Choose the cleaning rules and records to inspect.

Rule

Contact email match

Records
Contacts
Match
Ignore capitals
Runs
Daily

Recent scans

  • Contact email matchCompleted22 Oct · 4 found · 0 merged
  • Lead company matchCompleted21 Oct · 3 found · 1 merged

Inspect the candidates

Review what the scan found and decide which changes are appropriate.

Showing the 3 most similar of 7 waiting. The rest appear as you work through these.

  • Contacts96% match

    ADana Whitfielddana.whitfield@harborline.example

    BD. WhitfieldDana.Whitfield@harborline.example

  • Products94% match

    ACedar planter 24 inSKU: CP-24

    BCedar Planter, 24inSKU: CP-024

  • Leads88% match

    APriya NatarajanCompany: Lakeshore Dental Group

    BP. NatarajanCompany: Lake Shore Dental

Apply the authorized cleanup

Use the supported action and inspect the resulting records.

Merge these records?

D. Whitfield will be merged into Dana Whitfield. Records linked to it move across. An owner can undo a merge under Recycle & undo.

  • Merged. An owner can undo it under Recycle & undo.
  • Dismissed. These two will not be suggested again.

Every trash in one place.

Each keeps its own restore, access, retention and permanent delete rules.

  • Contacts
  • Companies
  • Employees
  • Projects
  • Tasks
  • Products
  • Services
  • Invoices
  • Payments
  • Expenses
  • Income
  • Credit notes
  • Vendor bills
  • Orders
  • Campaign portfolio
  • Marketing records
  • Files and folders
  • Schedule events
  • Manufacturing orders
  • Public holidays
  • Time off allocations

Make it yours.

Three ways teams use Data Cleaning, then every control around it.

  1. Tidy before you build

    Clean up duplicate records before you add custom fields and views.

  2. Review merge candidates

    Find duplicate records, review the suggested merges and recycle stale data.

  3. Import with the migration tool

    Bring your existing spreadsheets in on Essentials or Scale and clean them in one place.

Controls around data cleaning

  • Roles and permissionsEvery paid plan

    Decide who can see, create and change data cleaning, down to records and fields, with custom roles.

    See Users and Roles

  • Agaro Agent

    Ask about your data cleaning in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

  • Your own custom modulesScale and up

    When data cleaning needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    See custom modules

  • App BuilderEvery paid plan

    Build a website, document, slides or internal app next to your data cleaning, described in plain words.

    See App Builder

  • Open API and MCPScale and up

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Next to data cleaning.

Data Cleaning helps maintain the shared workspace records used by customer, people, and operational workflows.