Insycle Data Management
free

Insycle Data Management

by Insycle

free
free

Merge Duplicates, Import, Format, Link, and Cleanse your CRM data

Automate my pipeline and data

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot
This app is either entirely free or offers some features for free. There may be limits on how much you can use certain features for free, and you might need to open paid account to access all features.

Description

Insycle is a modern data management solution that makes it simple for companies to manage, automate and maintain clean prospect and customer databases in Pipedrive. With Insycle, your sales teams can execute more efficiently and improve reporting knowing the data is accurate and formatted properly.

Using Insycle, you can:

  1. Merge Duplicates in Bulk: People, Organizations, Deals. Control the master & field selection. Automate the deduplication process. Pipedrive Deduplication

  2. Improve lead routing and load balance with bulk re-assignments, advanced data grouping and “updateable reports”

  3. Associate free-floating, unassociated people with organizations using any field

  4. Cleanse data to create standardization and consistency. You can format phone numbers for click-to-dial, standardize job titles any other field.

  5. Import and enrich data without fear of creating errors and duplicate records

  6. Preview changes before they go live.

  7. Automate data cleansing processes to run at regular intervals

Insycle for Pipedrive offers powerful tool suite can help you to duplicate, standardize, import, cleanse, transform, reconcile, bulk update, aggregate, explore, consolidate, migrate, execute workflows, automate, grid edit, collaborate and more.

6 Ways Insycle Helps Pipedrive CRM Sales Teams Be More Effective.

Installation instructions

Click on "Install Now" from within the Pipedrive Marketplace. Insycle uses Single Sign-On (SSO) for logins and installs. Therefore, there is no Insycle-specific username and password.

Upon installation, you’ll be directed to Insycle and your Data Health Assessment will begin generating automatically.

When you install Insycle, your Customer Data Health Assessment will start generating. Once it's complete, you’ll gain a top-down view of your current data health with daily updates. The Health Assessment can identify more than 30 of the most common customer data issues and provide you with direct links to preloaded Insycle templates to fix them.

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Pricing information:

  • Free plan: For databases with up to 5,000 records. Plan includes unlimited usage, unlimited operations and unlimited users.
  • Free usage: For any database size. Free usage to update, cleanse or deduplicate up to 500 records.
  • Paid plans: For larger databases or additional usage. See pricing page for more details.

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Overall rating

4,5

200+ installs
5 stars

57%

4 stars

14%

3 stars

29%

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