Mergers & acquisitions
Two companies. One customer base. Consolidate overlapping accounts without losing history.
- Home
- Solutions
Different problems. One source of truth.
Whether you are fixing the CRM, preparing for AI or consolidating after an acquisition, it starts with the same thing: knowing exactly who your customer is.
Customer 360
See the whole customer. Not four partial ones.
Turn conflicting customer records into a consistent, explainable view. Reduce manual investigation and give customer-facing teams identity they can rely on.
- Person and organisation identities resolved
- Relationships and hierarchies preserved
- Every attribute traceable to its source
Identity resolution · organisation● live
SalesforceAcme Industries Inc.
City: NYC
City: NYC
HubSpotACME Industries
City: Manhattan
City: Manhattan
SAPAcme Industries, Inc.
City: New York, NY
City: New York, NY
Golden record
- Legal name
- Acme Industries Inc.← SAP · priority
- City
- New York, NY← steward · audited
- Confidence
- 0.973 sources · full lineage
CRM synchronisation
Clean once. Sync everywhere.
Use source-aware crosswalks, echo suppression, version controls and governed outbound updates where supported. Writeback permissions are confirmed before production use.
- Salesforce (preview) and HubSpot (early access)
- No sync loops, no silent overwrites
- Approval gates for sensitive writebacks
Integration operations · outboundhealthy
SalesforceAccount · 1,204 updates
SyncedHubSpotCompany · 318 updates
SyncedSAPCustomer master · 42 changes
Awaiting approvalSupport deskEcho suppressed · 96 loops
Protected
AI-ready data
Feed your AI facts. Not guesses.
Give analytics, copilots and agents a trustworthy foundation: deduplicated, governed and explainable. Agentic features are clearly labelled as preview until validated in production.
- Grounded context for RAG and agents
- Masking and scopes per consumer
- Lineage your AI team can inspect
GET /v1/golden/person/{id}?explain=truePreview
{
"id": "PER-104882",
"name": "Emily Carter",
"email": "e.carter@acme.com",
"phone": "masked: policy pii.phone",
"confidence": 0.96,
"sources": ["crm", "billing", "support"],
"audit_id": "aud_9Kp1…"
}REST APIEventsMCP (preview)Any LLMAny agent framework
More use cases
Same truth. More wins.
Privacy & data-subject requests
Find every record for a person across systems, with lineage, when GDPR or CCPA requests arrive.
Revenue operations
Clean account hierarchies and ownership so territories, pipeline and forecasts add up.
Customer service
Agents see one customer, one history and one set of contact details on every call.
By role
Built for the people who own the outcome.
Chief Data Officer
A defensible customer truth and a governance model you can explain to the board.
Data engineering
Fewer bespoke dedupe scripts. Governed APIs instead of point-to-point fixes.
Data governance
Policies, stewardship and audit inside the workflow, not in a separate document.
Operations & RevOps
Reliable accounts and contacts in the CRM your teams actually use.
By industry
Your industry. Your customer truth.
Built first for mid-market B2B organisations with 3–6 source systems.
B2B SaaSProduct, billing and CRM data finally agree on who the customer is.
Financial servicesKnow-your-customer views with lineage and audit built in.
Retail & distributionUnify trade accounts, ship-to and bill-to across channels.
ManufacturingDealers, distributors and end customers mastered in one model.
Healthcare & life sciencesOrganisation and provider records you can trust and trace.
Professional servicesClients, contacts and relationships across practices and regions.
Bring your messiest customer data. We'll bring the method.
Scope a measurable pilot on one real problem, with baseline metrics agreed before we start.