Data Cleanser for real estate
Leads arrive from portals, referrals, and open houses — often the same buyer three times. Consolidate contacts so agents work one relationship, not three.
A buyer fills out a portal form, gets referred by a past client, and signs in at an open house — and your CRM now holds three of them, each with part of the story. Data Cleanser pulls those together so the next call starts from the full picture.
Where duplicates come from in your sector
Multi-source leads
Portals, referrals, and open houses create the same buyer repeatedly, in different formats.
Lead vs. contact overlap
A new lead is often someone who already exists as a contact, splitting the relationship.
Lost history
Duplicates scatter activity and agent context across records, so follow-up starts cold.
Built for your sector, native to Salesforce
Catch buyers across sources
Normalize and fuzzy-match on email and phone to unify the same person from every source.
Convert-or-merge
Cross-object matching spots a lead that is already a contact and supports convert-or-merge.
Keep agent and activity
Survivorship plus related-record re-parenting retain history on the surviving record.
What clean data unlocks
- One relationship per buyer, not three
- Retained activity and agent history
- Cleaner pipeline and faster follow-up
- Accurate contact reporting
Common questions
Portal and referral leads create the same buyer multiple times. Can this catch it?
Yes. Normalize and fuzzy-match on email and phone to catch the same person across sources, then merge into one contact.
Can it spot a new Lead that is already an existing Contact?
Yes — cross-object matching flags it and supports convert-or-merge so the relationship and history stay together.
Will merging keep the original agent and activity history?
You pick the master record and which fields win, and activities re-parent to the survivor, so history is retained.
Which objects does it cover?
It covers the standard Lead, Contact, and Account objects.
Can teams or brokerages share one clean set of contacts?
Once duplicates are merged, everyone works from one record per person, and your sharing rules still govern visibility.
See it on your own data
Start a free limited trial in your own Salesforce org, or book a live demo with someone who builds the app.