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1 · From Platform (opens in a new tab)

Hourglass for IT and data teams

One customer record your systems can trust

Data Hub syncs your warehouse, ERP and billing tools into the Smart CRM, with field-level permissions and a history of every change.

Get a demoTalk to our team
Data Hub's syncs: 1.2M records synced at 99.8% health, beside a Data Agent suggestion to merge 38 duplicate companies.
2 · From Platform (opens in a new tab)

Data Hub

Your data, connected and under control

Sync the systems you already run into one customer record, and decide exactly who can see and change it.

An ERP sync card: the field rules that decide which system wins, and 18,240 records synced in the last hour.

Bring every source into one record

Two-way syncs connect your warehouse, ERP, billing and support tools. Custom objects model the things your business tracks, and duplicate checks keep records clean.

  • Two-way syncs with the systems you run
  • Custom objects for what your business tracks
  • Duplicate checks that keep records clean
Learn more about Data Hub
A permissions card for the Prospecting Agent: it can read accounts, needs approval to send email and can't change deals.

Control who sees and changes what

Permissions follow roles and teams down to the field. Every change is logged with who made it, a person or an agent.

  • Permissions by role, team and field
  • Approval steps for what agents can do
  • A log of every change, by a person or an agent
Learn more about security and control
An import card for moving from another CRM: contacts, accounts and opportunities mapped to contacts, companies and deals, 48,210 records ready and a test import passed.

Move from your current CRM

Import contacts, companies, deals and their history from spreadsheets and other CRMs, run a test import, then move one team at a time.

  • Records with their history
  • A test import before anything goes live
  • A rollout planned with our onboarding team
Learn more about talking to our team
3 · On 2 site pages, such as Platform (opens in a new tab)

What’s included

The tools in Data Hub

Connect, clean and govern customer data in one place.

  • Data syncs

    Two-way syncs with the systems you already run.

  • Custom objects

    Model products, sites, policies or anything else you track.

  • Data quality

    Find and merge duplicates, and fix formatting in bulk.

  • Field-level permissions

    Decide who can see and change each field, by role and team.

  • Data Agent

    Explains which accounts are ready to buy, at risk or ready to grow, and why.

  • Change history

    Every change logged with who made it, a person or an agent.

4 · From Data Hub (opens in a new tab)

Data Agent

An agent that cleans up. A team that approves.

The Data Agent finds duplicates, gaps and formatting problems across your records, and explains each fix. Bulk changes run only after a person approves them.

Meet the Data Agent

  1. Checks every record

    Looks for duplicates, missing values and mismatched formats across objects.

  2. Explains each fix

    Shows the records and fields behind every suggested change.

  3. Waits for your approval

    A person approves bulk changes before they run, and every change is logged.

A cleanup plan prepared by the Data Agent: duplicate merges, phone number fixes and missing industries, with Approve changes, Edit and Dismiss buttons.