Spend less time on mundane data work.
The modern way to organize, cleanse, and update customer data – all in one place.
Complete Customer Data Management Solution
Enable your team to execute more efficiently with CRM data
Deduplicate
Identify duplicate contacts, companies, deals by any field and merge in bulk. CSV reports, flexible rules for picking master, ``preview mode``, and automation.
Standardize
Improve personalization by standardizing job titles, address, industry, and other text fields. Segment and create targeted campaigns using consistent data.
Import
Import from CSV using templates and flexible update controls in order to avoid creating duplicates or overwriting important data. Cleanse before import.
Cleanse
Identify incomplete, improperly formatted, inaccurate data and fix it. Remove redundant data, fake contact emails and phone numbers, and other bad data.
Transform
Bulk update records and fields using functions, for example, proper case names and remove whitespace, format phone numbers, and more. Easy ETL.
Reconcile
Compare CSV to existing records inside your database, match rows to records by any field(s), to identify matching and missing records.
Bulk Update
Instead of exporting to CSV and wrestling with VLOOKUP, IDs, and SQL. Simply select fields and bulk update records directly with a click.
Aggregate
Group records by any field to see counts breakdowns and drill-down to underlying records. Bulk update records using buckets.
Explore
Explore the database to understand which fields are being used, how many different values each field has, and see breakdown of underlying values.
Consolidate
Dealing with repeated properties, wrong properties, and inconsistent values? analyze and consolidate fields and standardize their values.
Migrate
We surveyed 30 companies who recently went through CRM data migration and share their advice and how Insycle can help.
Workflows
Define data workflows for common tasks and let them run automatically. For example, add contacts with a fake email and phone number into a purge list.
Automate
Let Insycle run automatically to fix data quality inconsistencies and maintain an accurate database. Use templates to define configurations and settings.
Grid Edit
Streamline data edits and corrections using simple inline edit. Grid Edit works for any field, including reference fields and picklists.
Collaborate
Instead of emailing spreadsheets and PDFs, share updateable data views with your colleagues and work together directly on the same records, fields, and sort.
Gain control of your customer data
Manage, automate, and maintain clean CRM databases
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
Who uses Insycle and for what purpose?
Sales Operations and Salesforce administrators use Insycle to cleanse data, import data, implement sales processes, and to prepare data for reports and BI.
Sales Reps and Managers use Insycle to streamline data capture and to manage their pipeline.
Marketers use Insycle to dedup contacts and companies, import and enrich data, and bulk update contacts' data to manage campaigns.
Customer Success Managers use Insycle to segment and manage users, analyze data, and import data.
What is Insycle's product category?
Insycle's category is data management.
It's a broad category, specifically at Insycle we focus on the following areas:
Data cleansing, data quality, data import, bulk operations, data dedup, data analysis, data exploration, data standardization, and data collaboration.
What alternatives exist and how is Insycle different?
The most common alternative is to export data to CSV, use spreadsheets and VLOOKUP or INDEX MATCH to manipulate data, and then import it back, a time consuming and error-prone process. Another alternative is custom development in-house using the platform APIs, a challenging, non-strategic resource allocation and costly adventure for ongoing maintenance. Lastly, there are some app-specific legacy tools available, mostly for Salesforce.
Unlike existing alternatives, Insycle is a modern tool that works directly on the data interactively, without the complexities of IDs and picklists. Insycle is a unified tool that works consistently across apps and is therefore the strategic tool preferred by IT executives.
What are the benefits of using Insycle?
Insycle helps you save time struggling with mundane data tasks and enables you to focus on high impact work for your department instead.
Accurate, timely, consistent, reliable, and complete data has many benefits to the business.
Is Insycle a product or services company?
Insycle is a product company. We offer professional services as an add-on for advanced use cases when needed.
How does the trial work?
Insycle offers a self-service product trial. Once you've sign up you're instantly logged in can explore the product. The onboarding process is fully automated.
Our team is available via online chat to help with any question.
How secure is Insycle?
Data security and privacy is a top priority and concern for us, our customers, and their customers.
Insycle has successfully completed a System and Organization Controls (SOC) 2 Type II audit, performed by Sensiba LLP.
Review our Trust Center to access the SOC 2 Type 2 report, Application Penetration Test report, Architecture Diagram, Cyber Liability Insurance, and related materials.
All data and servers are located in Google Cloud Platform data centers in the United States that completed ISO 27001, ISO 27017, ISO 27018, SOC 1, SOC 2, and SOC 3 certifications.
All data is encrypted in transit and at rest using TLS 1.2 and AES256.
Learn more about our Security.
How does Insycle handle customer data?
Your Customer Data is used for the sole purpose of providing the Insycle Subscription Services to you.
Your Customer Data is stored in the Insycle platform in order to offer advanced data insights, for example, identifying duplicates and poorly formatted names. However, your Customer 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 Customer Data from Insycle's infrastructure immediately and directly self-service. For details about managing your Customer Data see Help Center.
Learn more about our Privacy Policy and Data Processing Agreement (DPA).
How does Insycle comply with GDPR and CCPA?
Insycle is committed to complying with the EU General Data Protection Regulation (GDPR) where applicable. All Customer Personal Data is stored and processed in the United States. All Insycle servers are located in the United States.
To meet the requirements for transferring Customer Personal Data to the United States, Insycle complies with the EU-U.S. Data Privacy Framework (EU-U.S. DPF), the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) as set forth by the U.S. Department of Commerce (collectively, the “DPF” or “Data Privacy Framework”). In the event the DPF does not cover the applicable transfer, Insycle incorporates the Standard Contractual Clauses (approved by the European Commission and Swiss authorities) and UK Addendum to the Standard Contractual Clauses (approved by the UK authorities) where required.
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