Find and merge duplicates
Match and merge duplicate records across your Salesforce or Microsoft Dynamics 365 CE org, so every account and contact reflects one accurate reality instead of three conflicting copies.
Data Governance
Data you can trust and manage with confidence
Plauti runs natively inside Salesforce or Microsoft Dynamics 365 CE to keep your data secure, compliant, and under control, so your organization can meet regulations and cut the manual cleanup that untrusted data creates.
How data governance works
Standardize and validate fields
Standardize inconsistent formats, such as phone numbers, addresses, and names, and validate the fields that matter before they reach a report.
Monitor data in real time
Track data health continuously and get alerted the moment a field drifts out of shape, instead of finding out during a quarterly audit.
Built for your CRM, built for security
Plauti runs entirely inside Salesforce and Microsoft Dynamics 365 CE, so your data never leaves its encrypted infrastructure for a separate database or a middleware layer. There is no external transfer and no added third-party system to secure. A tool that pulls data out of your CRM adds a new system to protect and a new place for records to leak. Because Plauti works natively, it stays inside the compliance boundary you have already built around Salesforce or Dynamics.
Quality data, clearer insights
Bad data slows down business intelligence and skews the insights it produces. Duplicate and inconsistent records mean two reports of the same metric that do not agree with each other. Clean, consistent CRM data removes that friction, so your team spends time on analysis instead of reconciling numbers first.
Handle your data with confidence
Prepared for AI
Clean CRM data is what makes AI and Agentforce or Copilot outputs reliable. Feed a model bad records, and it produces confident, wrong answers faster.
Built for IT to implement and customize
Admins configure Plauti with the Salesforce or Dynamics tools they already use, no separate console and no new language to learn, and can change the rules themselves as the business changes.
One partner instead of a stack of point tools
Monitoring, cleaning, prevention, and routing all come from Plauti rather than four separate vendors, so support and roadmap decisions run through one relationship, not four.
Director, Sales and Marketing Operations at Critical Insight
Values the flexibility to build custom Salesforce matching rules
It's native to Salesforce and easy to set up and use. It also has a ton of flexibility to create matching rules that make sense for your business and data.
Brett Shorts
Critical Insight
Enterprise-grade service
Every plan includes a dedicated customer success team, full-service onboarding and implementation, business ROI reviews, and customization tailored to how your team works.