1 · From See every customer in one place (opens in a new tab)
One view of every customer
One record for each customer, built from every system you run
2 · From See every customer in one place (opens in a new tab)
The data playbookConnect your sources
Two-way syncs with warehouses, ERPs and billing. Map fields once.
Match and merge
Duplicates found and merged with approval. One company, one contact, one history.
Model what matters
Custom objects for products, sites or policies. Relationships every team understands.
Control who sees what
Field-level permissions by role and team. A log of every change.
3 · From Data Hub (opens in a new tab)
Learn more about integrations and moving your data
Learn more about the Data Agent
How it works
Data your teams and agents can rely on
Agents are only as good as the records they read. Data Hub keeps those records complete and correct.
Two-way syncs, without custom code
Connect warehouses, ERPs and billing tools with ready-made syncs, map the fields once and choose which system wins when they disagree.
- Ready-made syncs for warehouses, ERPs and billing
- Field rules that decide which system wins
- Read-only fields where you need them
Cleanup that keeps up
Duplicate checks, formatting rules and the Data Agent’s suggested fixes keep records tidy. A person approves bulk changes before they run.
- Duplicates found and merged
- Formatting fixed in bulk
- Bulk changes approved by a person