HubSpot
Salesforce
Pipedrive
Intercom
Mailchimp
Deal Owner × Deal Amount
Pipeline distribution: minimum, maximum, average, and total deal value per owner, without building a report.
Data ManagementGroup & Update
Group, analyze, and update CRM records by any field
Group your records by any field, every value counted, numeric stats included. Add a second field for sub-groups and per-group totals. Then act: select a group and update or delete its records on the spot, without exporting anything.
Any field, not only reportable fieldsEvery change captured in Activity Tracker
Group & Update · Group By Stats
Group by
Deal Owner
Second field
Deal Amount
| Deal owner | Deals | Minimum | Maximum | Average | Total |
|---|---|---|---|---|---|
| Priya Shah | 126 | $4,200 | $98,000 | $24,460 | $3.08M |
| Alex Morgan | 104 | $2,800 | $81,000 | $20,940 | $2.18M |
| Revenue Queue | 57 | $900 | $44,000 | $12,380 | $706K |
Live analysis, built for action
The group you find is the group you can change.
Pick a field and see every value counted. Add a second field for sub-groups and numeric statistics. Then select any group and update or delete its records in place. It is pivot-table analysis on live CRM data, with write-back built into the same screen.
See how it worksThe read-only round trip
Your answer should not become another workflow.
Distribution questions, accounts per rep, pipeline per stage per owner, or lead sources by lifecycle stage, usually get answered in a CRM report builder or an exported spreadsheet. One limits the fields you can ask about. The other is stale on arrival.
When the answer demands action, “these 340 records need a new owner”, you leave the analysis, rebuild the segment as a CRM filter, and start over. Group & Update collapses that round trip: the analysis and the action are the same screen.
Export CRM records
Build the pivot
Recreate the segment
Edit or re-import
Every value, counted
Pick a field. See your whole database organized by it.
Select a field, click Analyze, and every unique value appears with its record count, most common first. Filter before you analyze to focus on a team, source, or time range. Expand any group to inspect its records with the columns you choose.
FILTER FIRST
Scope the analysis to the exact population that matters.
COUNT EVERYTHING
See every unique value, including blanks and long-tail categories.
DRILL DOWN
Open a group and inspect the individual records behind the count.
IndustryRecords
Software & Technology4,286
Financial Services2,341
Manufacturing1,906
Transportation184
Transportation/Trucking/Railroad1,284
Expand group · view 184 records ↓
| Company | Industry | Owner |
|---|---|---|
| Northstar Freight | Transportation | Unassigned |
| Meridian Logistics | Transportation | Jordan Lee |
| Coastal Cargo | Transportation | Unassigned |
The second field changes the question
Add a second field, get a breakdown, not just a count.
One field answers “how many of each.” Two fields answer the questions managers actually ask. When the second field is numeric, Group & Update calculates minimum, maximum, average, and total for every group automatically.
It is pivot-table semantics on live CRM data, and unlike a pivot table, it is about to let you change what you found.
Lifecycle Stage × Lead Source
Attribution shape: see which sources produce which stages in one breakdown.
Territory × Create Date
Coverage pattern: see where new records are landing and which segments are thinning.
The group is the segment
Found the problem group? Fix it without leaving.
Select a whole group with one checkbox, or hand-pick records inside it, and act from the Update or Delete tab. Consolidate category stragglers, clear a junk segment, or reassign an orphaned book of business from the analysis itself.
Save the configuration as a template and the recurring question becomes a recurring one-click answer.
Capture is the safety net. Update and Delete apply on confirmation; there is no in-module preview step. Overwritten values are captured in the Activity Tracker CSV. For deletions, choose the fields the report preserves in the Record Viewer layout before you act. For changes too broad to verify by inspection, use Bulk Operations and its Preview mode.
Selected group · Transportation · 184 records
ViewUpdateDelete
✓ 184 records selected from this group
Field to update
Industry
New value
Transportation/Trucking/Railroad
184 records will be updatedUpdate 184 records
| Company | Industry · Before | Industry · After |
|---|---|---|
| Northstar Freight | Transportation | Transportation/Trucking/Railroad |
| Meridian Logistics | Transportation | Transportation/Trucking/Railroad |
| Coastal Cargo | Transportation | Transportation/Trucking/Railroad |
Saved questions
The questions you answer every month, saved.
Configure the grouping once, save it as a template, and the month-end distribution check becomes one click, with the option to act on what it shows.
OWNERSHIP
Accounts per territory
Find overloaded regions and coverage gaps.
PIPELINE
Pipeline value per owner
See total and average deal value by rep.
ATTRIBUTION
Records per lead source
Inspect the long tail and dominant sources.
LIFECYCLE
Contacts per stage
Identify buildup and unexpected drop-offs.
INTERCOM
Tag distribution
See how customer and conversation tags are used.
COVERAGE
Empty-segment hunting
Find the reps or territories whose books are thinning.
Choose the right lens
Looking at a field, or looking at a segment?
Cleanse Data examines fields
Use it when the question is: “What is in this one field, how healthy is it, and what needs standardizing?” It shows variations, metadata, and field health through a cleanup lens.
Messy field → Cleanse DataGroup & Update examines segments
Use it when the question is: “How is my data distributed, and does a group need changing?” It groups records across one or two fields and adds per-group statistics.
Distribution question → stay hereBoth can fix simple issues in place. Route larger cleanup jobs to Transform Data, previewed mass changes to Bulk Operations, and identity consolidation to Merge Duplicates.
Analysis that can write back
Skip the report-to-spreadsheet-to-CRM loop.
| Capability | CRM report builder | Export + Excel pivots | Insycle Group & Update |
|---|---|---|---|
| Fields | Reportable fields only | Whatever was exported | Any supported field |
| Setup per question | Build a report | Re-export and re-pivot | Pick field(s), then Analyze |
| Numeric statistics | Configured per report | Formulas | Automatic min, max, average, and total |
| Sub-grouping | Report-builder gymnastics | Nested pivots | Second field in one step |
| Freshness | Live | Stale at export | Live |
| Acting on a group | Leave and rebuild as a list | Edit and re-import | Select the group; update or delete in place |
| Recurrence | Saved read-only report | Redo the process | Saved template for analysis and action |
| Audit | Platform history | Spreadsheet files | Before values and selected deleted-record fields captured in Activity Tracker |
Start with the question
One live view for the analysis, and the action.
ANALYZE
Analyze data with group-by stats
Counts and numeric aggregates by one or two fields.
REPORT
Create reports and track metrics
Save recurring distribution questions as templates.
UPDATE
Bulk update grouped records
Select the group you found and change it in place.
BULK OPERATIONS
Preview a broad purge
Route wider changes to a before-and-after Preview.
CLEANSE DATA
Explore one field’s variations
Diagnose field values, metadata, and health.
TRANSFORM DATA
Standardize what groups revealed
Apply record-level formatting and conditional logic.
Reporting without the reporting project
Answer the question while the data is still live.
Prioritize proof from an operations team that stopped exporting to answer recurring distribution questions, or updated a discovered segment without rebuilding it elsewhere.
“It makes tasks like deduplication, data standardisation, and bulk updates quick and straightforward. Its flexible, rule-based approach allows for customisation without needing technical expertise.”
Charlotte M. · Global CRM Manager · Mid-Market
G2 reviewFrequently asked questions
What can you analyze, and change, from a group?
How do I see how many records hold each value in a CRM field?
Choose the CRM object and field, apply any filters that should limit the population, and click Analyze. Group & Update lists every unique field value with its record count. Expand a group to inspect the individual records behind it.
Can I get deal statistics per owner without building a report?
Yes. Group by Deal Owner and add Deal Amount as the second field. Insycle calculates the minimum, maximum, average, and total deal value for each owner automatically.
Can I update all records in a group at once?
Yes. Select a whole group or individual records within it, open the Update tab, choose the field and value, and confirm the operation. Group & Update does not include a preview step, so use Bulk Operations when the scope is too broad to verify in the grouped view.
Is overwritten data recoverable?
There is no one-click restore. The Activity Tracker report captures the overwritten Before values for the run, which you can use to restore updates through Magical Import by matching on Record ID.
What is captured when I delete a group?
The deletion is permanent in the CRM. The Activity Tracker report captures the deleted records with the fields included in your Record Viewer layout, so set that layout before you act. Re-importing can recreate records with new IDs, but associations and CRM history do not return automatically.
Start with one live question
Group your CRM records by any field in minutes.
Connect your CRM, pick a field, and see every value counted, then act on the group without exporting it.
From monthly check to standing standard
Checking the same distribution every month?
Accounts per territory, records per owner, tier coverage, these are strategies you are still auditing manually. Turn the recurring check into an operations Blueprint, with coverage and drift monitored automatically.
See how a monthly check becomes a standing standard