Messy data is the silent killer of productivity—especially for Managed Service Providers (MSPs) juggling hundreds of clients, contacts, and deals. Duplicate records in your CRM don’t just clutter your system; they lead to missed follow-ups, broken workflows, and inaccurate reporting.

That’s why we’ve launched Merge Records, a powerful upgrade to your MSP CRM that helps you clean up duplicates and keep your data accurate, actionable, and fully in sync with your PSA tools.

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Why This Matters for MSPs

In an industry where precision and responsiveness are everything, a cluttered CRM can cost you time, revenue, and trust. With different team members interacting with the same accounts, duplicates can easily creep in—especially during onboarding, lead import, or integrations with PSA tools like ConnectWise, Autotask, or HaloPSA.

Merge Records solves this with a seamless, guided experience that consolidates Clients, Contacts, and Opportunities into a single source of truth—no more fragmented records or manual cleanup.

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What You Can Do with Merge Records

Here’s how it levels up your MSP CRM:

• Merge Clients, Contacts, and Opportunities: Eliminate duplicates and unify scattered records into one clean view.
  

• Maintain Data Integrity: Preserve documents, sales activities, notes, and associations—nothing gets lost.
  

• Resolve Conflicts Intelligently: The interface walks you through ownership and field-level conflicts for confident merging.
  

• Keep PSA Syncs Clean: Integrates cleanly with leading PSA platforms, ensuring your sync stays accurate.
  

• Track Everything: All merges are fully logged in History for transparency and auditing.

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Built for MSP Teams That Scale

Whether you're onboarding clients rapidly, importing lead lists, or syncing across multiple tools, Merge Records keeps your CRM running clean. No more guessing which record is right. Just clarity, speed, and efficiency across sales and support.

Learn More

See how it works step by step: View the full KB guide

Start Merging, Your Way

• New to our MSP CRM? Book a demo to see how Merge Records (and more) can streamline your operations.
  
• Already using the platform? Log in now and start merging.