CortiX DataMatch

Finds duplicate customers across CRM exports and spreadsheets and exports one golden record per customer with a crosswalk. Explained scores, human review and no model calls.

What it does

CortiX DataMatch finds duplicate customers across CRM exports and spreadsheets and exports one golden record per customer.

Sources: CSV or Excel. Columns are mapped to name, email, phone, company, address and more. A guess is offered.

Normalize: emails (Gmail dots and tags), phones, names, company suffixes, street words and ZIP codes.

Compare: explained scores for same email, same phone, similar name, company and address. High scores match automatically; middle scores wait for a person.

Review: a person's match or not-a-match decision survives a rerun.

Export: golden records with a crosswalk from every source record, as Excel or CSV.

No model is used. Every match lists its reasons.

Not included: direct CRM sync, AWS Entity Resolution and household matching.

Highlights

Explained match scores from email, phone, name, company and address, with every reason listed.
Human review decisions survive reruns; middle scores wait for a person.
Golden records with a crosswalk from every source record; no model calls.