Bulk Update

For example, mass update Lead status, source, and owner without the typical export/import CSV roundtrip.

Merge Duplicates

Merge any record type, match by any field, merge more than 3 records together, and see all field values.

Standardize Data

For example, standardize Lead titles or Account city/country to group them correctly in reports.

Share Views

Instead of creating and exporting reports, share records with your colleagues with one click, they will see the same records, fields, and sort order.

Find Bad Data

For example, find Accounts with no website, Leads with no Title, or Opportunities with no probability.

Cross-Object Search

Search across Leads and Contacts to support Account-Based activities, or search within fields (e.g., Leads with title that contains ``VP``)

Data Analytics

Get insights into the records that are being created and modified by users or triggers.

Aggregate & Pivot

Quickly analyze Opportunities on the fly, without switching between complicated prepare and create report screens.

Segment Data

Easily segment your Leads and Accounts for Marketing campaigns and Sales activities.

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