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Relationship Intelligence

Reduce time spent managing network and relationship data

Intelligence about your network is limited by inaccurate and outdated information

As companies in your network evolve, they often engage with your team from multiple domains or business units. Without proper clean, your CRM can accumulate duplicate records for the same organization: creating confusion, increasing manual effort, and making it harder to act on key changes at that company.

Over time, this can lead to missed opportunities that keep relationships warm and prospective deals on the table -- like failing to reach out after a leadership change or sending a congratulatory note too late after a recent fundraise. Worse, someone on your team might even put the wrong company on your prospective deals list and exclude it from sourcing activities.

That's why we've expanded our deuplicate management experience to help you identify and resolve potential organization-level duplicates, so your CRM stays accurate and ready to power eveyr interaction.

Reduce manual review and improve data accuracy with domain-based matches

We have enhanced the duplicate manager to surface new types of potential duplicates across your organization records:

  • NEW - Identical domains: records share the exact same domain
  • NEW - Domain redirects: domains from different records redirect to the same location
  • Identical name - duplicate records have similar or identical names

Combined with the profile preview panel, these updates make it easier to quickly identify and confidently validate whether records represent the same organization - before merging them.

Start cleaning up your network data today

Affinity users that are either Admins or Enterprise Admins can start using these improvements now by navigating to Settings -> Data & Privacy -> Duplicate Management.

What's coming next?

Earlier this year we released Intelligent match for people as well as the new preview panel to upgrade, now following our update to organization duplicates here is what you can expect in Summer 2025:

  • Bulk merge duplicates - merge multiple duplicate records at once to speed data clean up at scale.
  • API-powered duplicate management - new API endpoints will allow you to merge duplicates directly within your tech stack.

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