harmonIQ helps operations teams find high-impact CRM issues before they break routing, reporting, segmentation, and planning.
Review before routing, reporting, segmentation, and planning
Start with sample datasetopens the readiness profilePre-loaded messy CRM dataset. No account or external upload required.
Why it matters
harmonIQ frames cleanup around the workflows that depend on the data, so teams know what to fix first.
Routing breaks silently
Missing owners and segments keep records out of rep queues.
Reporting gets distorted
Duplicate accounts inflate pipeline and account counts.
Outreach fails
Invalid email values create bounces and sequence gaps.
Planning loses trust
Inconsistent fields weaken segmentation and territory logic.
How it works
01
Upload or start sample
Parse a messy CRM CSV and confirm key fields like account, owner, email, state, and segment.
02
Review ranked issues
See issues prioritized by routing, reporting, segmentation, and planning impact.
03
Approve and export
Apply approved changes, recalculate readiness, and export a cleaned CSV plus change summary.
Trust and reviewability
Recommendations are structured for business review: visible rationale, confidence, preview, and approval before export.
AI-assisted, not AI-decided
The system explains recommendations in plain English and keeps the user in control.
Review before export
Issue types are approved, skipped, or undone before a cleaned dataset is generated.
Rationale, confidence, preview
Each recommendation shows why it matters, how confident it is, and what will change.
Interactive demo
Use the sample CRM dataset to see the full flow: analyze, prioritize, review recommendations, and export.
Built for Revenue Operations · Sales Operations · Business Operations