Automation
Monthly dashboard
On the 1st of the month, your key metrics gathered in a PDF and Excel report.
€3 per monthOn the 1st of every month at 8 am
Data and reportsAutomation
Duplicate-free CRM
The agent finds duplicate contacts and companies in HubSpot (same email, same company spelled differently) and records with no phone or company, suggests merges and applies the ones you approve.
Use this template
€3 per month, estimatedPrice confirmed before launch
What the agent does
On the 1st of each month at 8 am
- 1Analyze. Contacts and companies.
- 2Spot. Likely duplicates and empty records.
- 3Merge. After your approval.
Sample deliverable
October: 46 likely duplicates, 120 incomplete records
- "Groupe Valmy" and "VALMY SAS": 3 shared contacts, merge suggested.
- 38 contacts with no associated company.
- Excel: Duplicates and incomplete records
Connectors
HubSpot: read and merge records
Already set up for you
- Merging
- Only after approval
What you'll be asked
- Which email address should we send the result to?
Who it's for
About 1 run a month, standard business logic and 6 actions per run (calculations): Micro tier.
In the same category
- Automation
Weekly management report
On Mondays, one page summing up sales, cash, pipeline and website, with the gaps.
€5 per monthEvery Monday at 7 am
- Automation
Excel file analysis
Drop in a file, get its key insights in plain language with charts.
€9 per monthEvery time a file is added