Agentic data management for Salesforce
Give your revenue team data they can actually trust, and the hours back
they used to spend fixing it.
How can we help you?
Build Your Revenue Data Architecture
You design the system
Five products give revenue teams the tools to design how their data is enriched, cleansed, connected, and routed, all native to Salesforce.
Agents improve it, continuously
Data Agents work underneath, proposing matches, merges, enrichment, and routing for your team to review. Stewardship built in.
Your team runs on it
Context, accounts, org structure, and signals: the single trusted layer your reps, your automation, and your AI all reach for.
Other agents consume data.
Data Agents make it better.
AI that works your data layer continuously, alongside your team
and right inside Salesforce.
Built on a decade of Salesforce work.
Enrich every record with context
Waterfall enrichment 
proprietary data 
AI websearch Fill the gaps automatically. Pull from multiple providers and the open web in priority order, so every record lands complete instead of half-empty.
Take Salesforce further
- Layer providers, your records, and the web
- Set the source priority order you trust
- Fill every gap in a single pass
Waterfall enrichment
proprietary data We worked very closely with Traction Complete to mass enrich all of our accounts and really yielded great results.
Keep your data clean at scale
Mass deduplication 
matching & auto-merge 
continuous data quality agent Resolve duplicates at the scale they actually exist, across your whole org, not three records at a time.
Take Salesforce further
- Dedupe any object, proactively or reactively
- Set survivorship and field-by-field retention rules
- Preview every merge before it runs
Stop duplicates before they pile up by matching incoming records to what’s already there.
Take Salesforce further
- Match leads to accounts, contacts, or any object
- Tune strict, loose, and fuzzy match rules
- Auto-merge on entry, never across the wrong account
Catch quality problems as they happen, from duplicates to inconsistent formatting, before anyone has to report them.
Take Salesforce further
- Surface new duplicates the moment they appear
- Normalize and standardize names, titles, and industries
- Flag junk records and route every fix to your approval queue
Mass deduplication
matching & auto-merge
continuous data quality agent Catch quality problems as they happen, from duplicates to inconsistent formatting, before anyone has to report them.
Take Salesforce further
- Surface new duplicates the moment they appear
- Normalize and standardize names, titles, and industries
- Flag junk records and route every fix to your approval queue
Connect the accounts you actually sell to
visual hierarchy builder 
rollups & territories 
parent & m&a detection agent See the full account family at a glance, built and maintained for you instead of linked by hand.
Take Salesforce further
- Build hierarchies without the native parent field
- Keep legal, go-to-market, and billing views side by side
- Find the global ultimate parent every time
Plan territories and report revenue on a structure you can actually trust.
Take Salesforce further
- Roll up pipeline and revenue across the hierarchy
- Carve and reassign territories from hierarchy data
- Surface whitespace and cross-sell across the family
Cut the time spent on manual tasks, use AI to do the job of unlimited interns, adding data or insights where it is most useful to your team, right inside Salesforce.
Take Salesforce further
- Enrich records with web search
- Supplement hierarchy data for unique use-cases
- Use waterfall enrichment to fill the data gaps
visual hierarchy builder
rollups & territories
parent & m&a detection agent Cut the time spent on manual tasks, use AI to do the job of unlimited interns, adding data or insights where it is most useful to your team, right inside Salesforce.
Take Salesforce further
- Enrich records with web search
- Supplement hierarchy data for unique use-cases
- Use waterfall enrichment to fill the data gaps
Complete Hierarchies is a tool that I can no longer go without. Rather than connecting accounts one-by-one, now we have the time to make informed decisions.
Route the flow of any data
visual flow builder 
capacity & round-robin 
ai-aware routing agent Forget about manual routing and custom code. Automatically update or assign any record in Salesforce to ensure a prospect, deal, or case never slips through the cracks.Â
Take Salesforce further
- Drag-and-drop flow builder
- Round robin, territory, hierarchy assignment & more
- SLA timers & dashboards
visual flow builder
capacity & round-robin WHERE WE WIN
Most tools work
on top of the data layer.
We work inside it.
They sell you records. We make sure the ones in your CRM are clean, connected, and current.
They move leads around. We route on data you can actually trust, with agents that learn how you sell.
They enrich from the outside in. We enrich inside Salesforce, on your model and your rules.
They summarize what’s there. Our agents fix and maintain the data underneath.
AGENTIC DATA MANAGEMENT SUITE
The full suite, built on one
data layer
A full suite of RevOps solutions and a growing set of Data Agents — all
100% Salesforce-native, all working on the same trusted data layer.
Complete Clean
Find and merge duplicates across your whole org.
Complete Hierarchies
Build and maintain trusted account hierarchies.
Complete Leads
Match, assign, and route records automatically.
Complete Influence
Map stakeholders and relationships visually.
Data Agents
AI agents that improve you data in Salesforce.
Complete Discover
Test bold ideas in Google Sheets with AI.
