Data Management Suite
Based on $CALC Records
ANY ONE MODULE
Transform DataStandardize and format names, job titles, industries, addresses, phones, websites, URLs, and any other values. Map inconsistent field data values. Data utilities: extract name from email, remove middle name, split values, copy & move across fields. Preview changes before they go live. Automate the process.
Magical ImportCompare CSV to existing records. Deduplicate using any CRM field. Cleanse, format, and standardize CSV data before it hits your database. Choose between update, append, or overwrite mode when importing. Reconcile and sync external systems. Validate picklists values pre import. Bulk update records as part of import. Use templates to streamline the import process.
Bulk OperationsBulk Update, Delete, Convert records. Build workflows for common tasks. Purge low-quality data automatically. Preview changes before they go live. Automate the bulk process.
Cleanse DataExplore database to understand which fields are being used, how many different values each field has, and review breakdown of values. Identify inconsistent job titles, state, country, industries, and other fields and standardize underlying values. Migrate from freetext to picklist types. Consolidate redundant fields.
Group & UpdateCreate updateable reports for analysis and updates, instead of exporting to Excel and importing the data back. Group records by any field to see counts and stats by bucket, for example, deals by owner and amount. Drill down to underlying data records. Bulk update or delete data in buckets. Re-assign owners, prepare weekly reports, slice & dice by any field.
Grid EditStreamline data edits and corrections using simple inline edit – Excel style. Update any field, including reference, picklists, and rich text fields (e.g., Opportunity’s “Description” field). Define templates with filters, layouts, and sort order and share them with your team for data collaboration.
Data ValidationIdentify records with incomplete data required for lead scoring, qualification, and internal business processes. Share data exceptions with your team and and collaborate on fixing them. Increase rep productivity by reducing the number of hard validation fields. Streamline data entry using simple inline edit – Excel style.
ADVANCED FEATURES
Audit Trail and HistoryTrack and review all data changes made through Insycle in one place. Download CSV report which includes the “before” and “after” values of any data update made through Insycle. Direct access to history of all operations available at any time.
Workflow AutomationIntegrate Insycle into your CRM workflows using Webhooks. For example, run Insycle to cleanse, format, and deduplicate contact record immediately when a visitor fills out a form, and before the welcome email is sent out.
ANY TWO MODULES
Transform DataStandardize and format names, job titles, industries, addresses, phones, websites, URLs, and any other values. Map inconsistent field data values. Data utilities: extract name from email, remove middle name, split values, copy & move across fields. Preview changes before they go live. Automate the process.
Magical ImportCompare CSV to existing records. Deduplicate using any CRM field. Cleanse, format, and standardize CSV data before it hits your database. Choose between update, append, or overwrite mode when importing. Reconcile and sync external systems. Validate picklists values pre import. Bulk update records as part of import. Use templates to streamline the import process.
Bulk OperationsBulk Update, Delete, Convert records. Build workflows for common tasks. Purge low-quality data automatically. Preview changes before they go live. Automate the bulk process.
Cleanse DataExplore database to understand which fields are being used, how many different values each field has, and review breakdown of values. Identify inconsistent job titles, state, country, industries, and other fields and standardize underlying values. Migrate from freetext to picklist types. Consolidate redundant fields.
Group & UpdateCreate updateable reports for analysis and updates, instead of exporting to Excel and importing the data back. Group records by any field to see counts and stats by bucket, for example, deals by owner and amount. Drill down to underlying data records. Bulk update or delete data in buckets. Re-assign owners, prepare weekly reports, slice & dice by any field.
Grid EditStreamline data edits and corrections using simple inline edit – Excel style. Update any field, including reference, picklists, and rich text fields (e.g., Opportunity’s “Description” field). Define templates with filters, layouts, and sort order and share them with your team for data collaboration.
Data ValidationIdentify records with incomplete data required for lead scoring, qualification, and internal business processes. Share data exceptions with your team and and collaborate on fixing them. Increase rep productivity by reducing the number of hard validation fields. Streamline data entry using simple inline edit – Excel style.
ADVANCED FEATURES
Audit Trail and HistoryTrack and review all data changes made through Insycle in one place. Download CSV report which includes the “before” and “after” values of any data update made through Insycle. Direct access to history of all operations available at any time.
Workflow AutomationIntegrate Insycle into your CRM workflows using Webhooks. For example, run Insycle to cleanse, format, and deduplicate contact record immediately when a visitor fills out a form, and before the welcome email is sent out.
ALL MODULES
Merge DuplicatesFind and merge duplicates in bulk. Flexible rules for picking the master. Choose between exact, similar, or fuzzy matching on entire or partial. CSV report of duplicates and master. Preview changes before they go live. Automate the deduplication process.
Transform DataStandardize and format names, job titles, industries, addresses, phones, websites, URLs, and any other values. Map inconsistent field data values. Data utilities: extract name from email, remove middle name, split values, copy & move across fields. Preview changes before they go live. Automate the process.
Magical ImportCompare CSV to existing records. Deduplicate using any CRM field. Cleanse, format, and standardize CSV data before it hits your database. Choose between update, append, or overwrite mode when importing. Reconcile and sync external systems. Validate picklists values pre import. Bulk update records as part of import. Use templates to streamline the import process.
Bulk OperationsBulk Update, Delete, Convert records. Build workflows for common tasks. Purge low-quality data automatically. Preview changes before they go live. Automate the bulk process.
Cleanse DataExplore database to understand which fields are being used, how many different values each field has, and review breakdown of values. Identify inconsistent job titles, state, country, industries, and other fields and standardize underlying values. Migrate from freetext to picklist types. Consolidate redundant fields.
Group & UpdateCreate updateable reports for analysis and updates, instead of exporting to Excel and importing the data back. Group records by any field to see counts and stats by bucket, for example, deals by owner and amount. Drill down to underlying data records. Bulk update or delete data in buckets. Re-assign owners, prepare weekly reports, slice & dice by any field.
Grid EditStreamline data edits and corrections using simple inline edit – Excel style. Update any field, including reference, picklists, and rich text fields (e.g., Opportunity’s “Description” field). Define templates with filters, layouts, and sort order and share them with your team for data collaboration.
Data ValidationIdentify records with incomplete data required for lead scoring, qualification, and internal business processes. Share data exceptions with your team and and collaborate on fixing them. Increase rep productivity by reducing the number of hard validation fields. Streamline data entry using simple inline edit – Excel style.
ADVANCED FEATURES
Audit Trail and HistoryTrack and review all data changes made through Insycle in one place. Download CSV report which includes the “before” and “after” values of any data update made through Insycle. Direct access to history of all operations available at any time.
Workflow AutomationIntegrate Insycle into your CRM workflows using Webhooks. For example, run Insycle to cleanse, format, and deduplicate contact record immediately when a visitor fills out a form, and before the welcome email is sent out.
ALL MODULES
Merge DuplicatesFind and merge duplicates in bulk. Flexible rules for picking the master. Choose between exact, similar, or fuzzy matching on entire or partial. CSV report of duplicates and master. Preview changes before they go live. Automate the deduplication process.
Transform DataStandardize and format names, job titles, industries, addresses, phones, websites, URLs, and any other values. Map inconsistent field data values. Data utilities: extract name from email, remove middle name, split values, copy & move across fields. Preview changes before they go live. Automate the process.
Magical ImportCompare CSV to existing records. Deduplicate using any CRM field. Cleanse, format, and standardize CSV data before it hits your database. Choose between update, append, or overwrite mode when importing. Reconcile and sync external systems. Validate picklists values pre import. Bulk update records as part of import. Use templates to streamline the import process.
Bulk OperationsBulk Update, Delete, Convert records. Build workflows for common tasks. Purge low-quality data automatically. Preview changes before they go live. Automate the bulk process.
Cleanse DataExplore database to understand which fields are being used, how many different values each field has, and review breakdown of values. Identify inconsistent job titles, state, country, industries, and other fields and standardize underlying values. Migrate from freetext to picklist types. Consolidate redundant fields.
Group & UpdateCreate updateable reports for analysis and updates, instead of exporting to Excel and importing the data back. Group records by any field to see counts and stats by bucket, for example, deals by owner and amount. Drill down to underlying data records. Bulk update or delete data in buckets. Re-assign owners, prepare weekly reports, slice & dice by any field.
Grid EditStreamline data edits and corrections using simple inline edit – Excel style. Update any field, including reference, picklists, and rich text fields (e.g., Opportunity’s “Description” field). Define templates with filters, layouts, and sort order and share them with your team for data collaboration.
Data ValidationIdentify records with incomplete data required for lead scoring, qualification, and internal business processes. Share data exceptions with your team and and collaborate on fixing them. Increase rep productivity by reducing the number of hard validation fields. Streamline data entry using simple inline edit – Excel style.
ADVANCED FEATURES
Audit Trail and HistoryTrack and review all data changes made through Insycle in one place. Download CSV report which includes the “before” and “after” values of any data update made through Insycle. Direct access to history of all operations available at any time.
Workflow AutomationIntegrate Insycle into your CRM workflows using Webhooks. For example, run Insycle to cleanse, format, and deduplicate contact record immediately when a visitor fills out a form, and before the welcome email is sent out.
RevOps Acceleration Apps
Based on $CALC Records
ADD-ON APPS
AssignRoute and assign leads to sales reps (or tickets to support reps) while taking into consideration existing rep’s load, availability, holidays, working hours, and more. Optimize workload management for any object/record. + $CALC/month
AssociateAccount-Based Revenue Operations, by matching and associating people, companies, and related records to one another. Remove execution roadblocks and to unlock accurate reporting. + $CALC/month
billed annually
ADD-ON APPS
AssignRoute and assign leads to sales reps (or tickets to support reps) while taking into consideration existing rep’s load, availability, holidays, working hours, and more. Optimize workload management for any object/record. + $CALC/month
AssociateAccount-Based Revenue Operations, by matching and associating people, companies, and related records to one another. Remove execution roadblocks and to unlock accurate reporting. + $CALC/month
billed annually
ADD-ON APPS
AssignRoute and assign leads to sales reps (or tickets to support reps) while taking into consideration existing rep’s load, availability, holidays, working hours, and more. Optimize workload management for any object/record. + $CALC/month
AssociateAccount-Based Revenue Operations, by matching and associating people, companies, and related records to one another. Remove execution roadblocks and to unlock accurate reporting. + $CALC/month
billed annually
ADD-ON APPS
AssignRoute and assign leads to sales reps (or tickets to support reps) while taking into consideration existing rep’s load, availability, holidays, working hours, and more. Optimize workload management for any object/record. + $ Custom/month
AssociateAccount-Based Revenue Operations, by matching and associating people, companies, and related records to one another. Remove execution roadblocks and to unlock accurate reporting. + $ Custom/month
billed annually
Onboarding and Training
Based on $CALC Records
4-Step Onboarding + $1,0004-Step Onboarding Program to train your team on how to achieve your goals successfully and realize the most value from the platform.
4 x 30-minute Zoom sessions.
Customer Success Manager
4-Step Onboarding + $1,0004-Step Onboarding Program to train your team on how to achieve your goals successfully and realize the most value from the platform.
4 x 30-minute Zoom sessions.
Customer Success Manager
4-Step Onboarding + $1,0004-Step Onboarding Program to train your team on how to achieve your goals successfully and realize the most value from the platform.
4 x 30-minute Zoom sessions.
Customer Success Manager
Enterprise OnboardingWeekly meetings in the first month and monthly meetings thereafter to assist with product training, team adoption, process planning, and data management best practices.
Customer Success Manager
All Plans Include
UNLIMITED
Users
Usage
Operations
SUPPORT
Live Chat
Help Center
Videos
CORE FEATURES
Health AssessmentAutomatically detect & monitor 30+ common data issues in your CRM. Keep track of your data health over time, share data cleanup progress. Align your Sales, Marketing, Support teams with clear standards and defined processes, enabling everyone to know what is expected of them. Define clear data goals with visibility into your problems and a clear plan.
Activity TrackerTrack and review all data changes made through Insycle in one place. Report success and failed counts and a breakdown of updated, created, deleted, unmodified records count.
AutomationAutomate data maintenance tasks to keep your CRM neat at all times.
PLATFORM FEATURES
Data AnalysisUse advanced filtering options to segment and analyze your CRM data. For example, Email is Free Provider (Gmail, Hotmail, etc.), Job Title is CXO (CMO, CIO, CFO), Located in a particular region using Zip code rules. Case sensitive or case insensitive. Use regular expressions to find names with just one letter or symbols, invalid phone numbers, and others.
Alerts and NotificationsDefine business validation data exceptions and get automatic alerts. Receive email notifications with CSV reports about data management operations made through Insycle. Customize notifications messages and send them to your team.
Data CollaborationInstead of emailing spreadsheets that can get outdated quickly, share links to templates and updateable data views with your team and work together directly on the same filtered records, fields, and sort order.
Trusted by innovative companies - big and small
Caroline German
Sales Team Lead at Kinnek
``Insycle makes updating our data and keeping it clean so much easier, I don't think I could live without it now!``
Jack Matsen
Senior Account Executive at AdStage
``Insycle has helped our Sales team save hours on tasks that used to be done manually in Salesforce. This has increased our productivity 10-fold and helped us more accurately project growth.``
Jeremy Jeffers
VP of Customer Success at Untappd
``Since we started to use Insycle, it takes me no longer than 10 minutes to update data in Intercom for the week. It's easy to use and I can't see my life at work without Insycle. Keep up the great job guys!``
Kaitlynn Sirotkin
Digital Marketing Manager at DRIVIN
“We can now keep all of our data neat and tidy in both our HubSpot and Salesforce instance from one platform. As the sole administrator, this has saved me hours and hours of time. We've also been able to improve our reporting metrics, as I now trust the data more than ever before.”
Lily Rotter
Affiliate Marketing at SMS Assist
``Insycle is the must have companion to HubSpot! Insycle helps us merge duplicate companies and import new data to existing contacts easily and efficiently.``
Thomas Parisi
C.I.O. / C.T.O. at Stonehenge Management
``If your users need to edit data in batches Insycle will bring them much joy and save you so much time! For your admins, it is an unbelievable Salesforce utility tool.``
Frequently Asked Questions
The free trial includes all Modules from the Data Management Suite, and all Apps from RevOps Acceleration.
During the free trial you can merge, associate, cleanse, and update up to 500 records for free.
The free trial is available for 14 days.
Plans are based on the total number of records in the databases that are connected to Insycle.
You can review exact records count in Settings > Sync Status
| Database | Record Types |
|---|---|
| HubSpot | Contacts, Companies, Deals. Note: Tickets, Custom Objects, Line Items, and any other Standard Objects are optional add-ons. |
| Intercom | Leads, Users, Companies |
| Mailchimp | Contacts |
| Marketo | Leads, Companies, Opportunities |
| Pipedrive | People, Organizations, Deals |
| Salesforce | Accounts, Contacts, Leads, Opportunities. Note: Any other Custom or Standard Objects are optional add-ons. |
| Yext | Locations, Assets |
| Zendesk | Tickets |
Plans are based on the total number of records in the databases that are connected to Insycle. You can review exact records count in Settings > Sync Status
The price of your plan is calculated and updated automatically at renewal.
At plan renewal: The price can go up when records are added to your database, and down when you remove redundant records. Yet another reason to keep your database neat.
During the plan term: Additional records added to the database beyond the initial record count are billed automatically on a prorated basis every quarter.
For an estimated plan cost, adjust the pricing slider above to match the number of records in your database.
For the exact plan cost, log in and click ‘Buy Plan’ on the top right corner under your name. You’ll be presented with a checkout link to complete the purchase.
You can cancel your plan, review past invoices, or change the credit card at any time directly from the Customer Portal
If you’re not sure about your login email, reach out to our support. If you’re not sure about the password, click “Forgot your password?”.
All plans include unlimited users.
All plans include unlimited usage and unlimited operations (update, merge, delete, create, etc.).
The Starter plan includes one module from the Data Management Suite, and the Growth plan includes two modules.
The Professional and Enterprise plans include access to all modules and the following Advanced Features:
Audit Trail and History – Access and download all activity changes from one place at any time.
Workflow Automation – Integrate into HubSpot Workflows to fix formatting and duplicates right when they enter and before sending a welcome email.
RevOps Acceleration are Apps for RevOps teams, aimed at solving business objectives that go beyond core data management.
For example, Assign enables teams to route and assign leads to sales reps (or tickets to support reps) while taking into consideration existing rep’s load, availability, holidays, working hours, and more.
Apps are add-ons to your plan. You can evaluate Apps for your business use cases with a free trial.
Yes, check out the step-by-step instructions for connecting your Salesforce Sandbox or HubSpot Sandbox database.
Security is our top priority and we’re committed to delivering secure services to our customers.
Insycle passed Salesforce AppExchange Security Review and has A+ SSL rating by Qualys SSL Labs.
All data is encrypted in transit and at rest using TLS 1.2 and AES256.
All data and servers are located in Google Cloud Platform data centers that completed ISO 27001, ISO 27017, ISO 27018, SOC 1, SOC 2, and SOC 3 certifications.
Learn more about Insycle Security and Google Cloud Security.
Your data is used for the sole purpose of providing the Insycle app service to you.
Your data is stored in the Insycle platform in order to offer advanced data insights, for example, identifying duplicates and poorly formatted names. However, your data is not shared with or transferred to any third party, except for the Sub-Processors that provide hosting, security, support, and notification services required to provide the Insycle service.
At any time you can remove all your data from Insycle’s infrastructure immediately and directly self-service. For details about managing your data see Help Center.
Learn more about our Privacy Policy and Terms of Service
Insycle is committed to complying with the EU General Data Protection Regulation (GDPR). Insycle is a Data Processor on behalf of its customers (Data Controllers).
Insycle is GDPR-compliant. All data is stored and processed in the United States. All Insycle servers are located in the United States.
According to the General Data Protection Regulation (GDPR), contractual clauses ensuring appropriate data protection safeguards can be used as a ground for data transfers from the EU to third countries.
Insycle uses the new modernised Standard Contractual Clauses (SCC). As per the European Commission message, thanks to their standardisation and pre-approval, companies that use this template meet data protection requirements.
Right to be Forgotten (Data Erasure): Insycle mirrors data stored in the cloud apps you use, deleting data from an app will result in automatic deletion of that data from Insycle. For example, deleting a Contact or Contact field in Salesforce will result in automatic deletion of that contact or contact field from Insycle.
The Insycle product can help customers comply with GDPR by developing data inventory and field categorization. Use Insycle to explore your data and identify personal data fields.