Run check & fixRunning check & fix…Check & fix complete
Check & fix217 issuesCleaned
44Poor
Quality score
592 rows · 12 columns
Row health331 of 592 clean · 56%
Issues found217
38High
71Medium
108Low
100Good
Quality score
577 rows · 10 columns
Row health566 of 577 clean · 98%
Fixes applied15
Removed 6 duplicate rows
Standardized 55 dates to YYYY-MM-DD
Fixed encoding in 12 cells
Matched 3 email domains to majority
+ 11 more fixes
Send to CRMPushed
HubSpot
Portal 12345678
Your dataCRM field
Work Email
Email
First Name
First NameText
Company
Company NameText
Push 577 to HubSpot ContactsPushing 577…
577 contacts pushed
573 created · 4 updated in HubSpot
View in HubSpot
The problem
It comes from everywhere. None of it is ready.
Getting the data is the easy part now. A client sends five files, each a different shape. A colleague drops an Excel file with merged cells and notes typed into the data. You pull contacts from three data providers and lose half the fields just combining them. The work is combining it, verifying it, and getting the fields that matter into your CRM, clean enough that it will take them.
client-list-FINAL-v3.xlsx
From a client
5 tabs to merge
columns differ per tab
mixed date formats
duplicates across tabs
contacts (Sarah).csv
From your team
no header row
full name in one column
stray notes in cells
apollo-export.csv
Data provider
duplicate contacts
risky emails
40+ extra columns
messy job titles
zoominfo (3).csv
Data provider
unverified emails
companies now closed
names in all caps
webinar-signups.xlsx
Event export
unverified emails
disposable emails
different phone formats
...however it arrives
Everywhere else
never CRM-ready
The import wall
Your CRM expects clean data. Your files never are.
And when you do get a file clean, the importer still has rules of its own:
Salesforce · Pipedrive
Over 50,000 rows and you split the file or move to a separate desktop app.
HubSpot
No unique key, so every row lands as a new record and the list quietly doubles.
Any CRM
Miss a required field or a value it doesn't recognize, and those rows bounce to an error file.
Operelio is the step in between: every file cleaned, verified, deduplicated, mapped, and previewed before it lands.
The platform
Everything your data does, before it reaches your CRM.
One place to clean, verify, map, and push, with AI doing the work and full visibility over every step.
Run your data operation from one place
Every upload, job, file, and CRM push in one workspace, solo or across a whole team. Your original is never touched, so nothing is ever lost.
AI that never reads your data
Tell it what you need done and it runs the whole job in one go, from a summary of your file, never your rows. No doing it by hand, no handing your data to an AI that reads all of it.
ConversationNew chatHistory
Working oncontacts_700_with_dups.csv✕Plan the cleanup
contacts_700_with_dups.csv is in. It has 700 rows and 7 columns, and a few things stand out: 100 duplicate rows and 47 cells with inconsistent formatting. Tell me what you need, or I can plan a cleanup.
Clean this list and get it ready for HubSpot
Let me check contacts_700_with_dups.csv first. This takes a few seconds.
I'll clean the safe stuff either way, like spacing and capitalization. Do you want me to also remove the 100 duplicate rows and standardize the phone numbers, or just do the safe fixes?
Yes, clean it all upJust the safe fixes
Yes, go ahead with all of it
The plan is up in the panel on the right, and the confirm button is below in this chat. It will run the cleanup first, then format the file for HubSpot. This keeps 100 duplicate rows; a CRM format does not remove them, so say the word and I'll dedupe first. 292 contacts are on your Do Not Contact list; the formatted file keeps them, so say the word and I'll remove them first.
Plan
contacts_700_with_dups.csv2 steps, in a single run
1
Clean up 6 things: trim stray spaces (100 cells); standardize capitalization (100 cells); merge company name variants (94 cells); match email domains to the majority (12 companies); standardize phone number formats (700 cells); remove duplicate rows (100 rows). Runs a Health Check and applies these as one job.
Health Check
2
Format for HubSpot: 7 of 18 HubSpot fields filled from your columns (first occurrence kept).
Keeps 100 duplicate rows (a CRM format won't remove them).
292 contacts here are on your Do Not Contact list. The format keeps them; ask me to remove first.
→When you're happy with the file, push it to HubSpot from the results, where you can also create a list from the push or assign an owner. Pushing is always your call.
The plan is ready. It needs your go-ahead to run.
Review it in the Plan panel on the right, or ask me to change it.
Cost: 2 jobs from your monthly allowance1,939 left
Run this planYour original file is never changed.
Done.
PreviewDownloadSaved to Files
Done. contacts_700_with_dups_fixed_crm.csv has 600 rows, quality score 90. Still worth a look: 4 rows that look similar (kept for your review), 7 inconsistent values (things like email domains, country names, or company spellings). Want me to plan those fixes, or is there something else you'd like to do with this file? None of these are in HubSpot yet, so pushing will add 600 new contacts.
+Ask about contacts_700_with_dups.csv…
Bridgeant reads a summary of your file, never the actual data. Your original is never changed.
Becomes a standard part of how you work
Save any cleanup as a reusable workflow, connect your CRMs, and wire it into your stack over the API. Not another tab to remember.
Your CRM only ever gets clean data
Bad rows, dead emails, and duplicates are caught before the push. What lands is verified and mapped to your fields.
The pre-CRM layer
Every export from your stack runs through one layer, then lands in your CRM as clean, mapped, ready-to-import data.
CRM-ready file prepared. Push from the results. Your call.
Workflow Builder
Chain up to 8 steps into one pass
1Deduplicate
2Match & pull columns
3CRM Formatter · HubSpot
Saved workflow · reuse on any file
Why Operelio
Our way, next to every other way.
By hand, a CRM import, a general AI, or the one built to do all of it, without the spreadsheet skills.
Cleans up and fixes the file
Checks the emails really workreal verification, not a guess
Never makes up a value
Formats it for your CRM's fields
Pushes it into your CRMHubSpot, Salesforce, Pipedrive
Logs every step it takes
Keeps your original, lets you undo
Handles tens of thousands of rows
By hand
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Native CRM Import
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✓
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✓
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Generic AI agent
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✓
✓
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✓ Yes● Partial✕ No
What one file really costs you
By hand
Your time
around 30 min a file
You fix it row by row. Mistakes slip through, and the next file starts from scratch.
Native CRM Import
A messy CRM
free, but manual
You map the fields by hand, rows that don't fit get rejected, and the duplicates that do land in your CRM.
Generic AI agent
Unpredictable
tokens, every run
You pay for every run, and it can't finish a big file. Values you need can quietly change.
Operelio
One job
from your monthly plan
No formulas, no prompts to get right. Point at the file and it runs, whatever the size, and a saved setup does the next one.
Built for you
Which one sounds like you?
Pick your role, then the scenario that fits, and see what changes when the data is right.
Built for
More pipeline from the lists you already run
Your list comes from a dozen sources, and no two match.
A provider export, a webinar list, a stack of business cards, a partner's file, each a different format and half of them unverified. Cleaning it up by hand costs you a morning before you send a thing.
Operelio merges every source into one file and verifies it in a single pass, keeping the addresses you'd lose. Download the clean list, or push it to your CRM.
More reaches the inbox, so more gets opened and answered
What you get
More deals from the same lists, without burning the domain you send from
Follow up while the room's still warm
The webinar ends, and the leads are already going cold.
Registrations from the platform, scans from the booth, a co-host's list, each in a different shape and full of typos. By the time it's clean, your follow-up is a day late and the interest has cooled.
Operelio merges every export into one verified list and clears the duplicates. You have a follow-up ready the same afternoon.
Half your new prospect list is already sitting in the CRM.
You pull a list from Apollo or ZoomInfo, and a chunk of it is already there, some closed-lost, some a teammate's open deal. Reps find out after they've emailed them.
Operelio checks your new list against a CRM export and drops anyone already in there, then verifies what's left. Only new names reach your reps.
Leads worked the day they land, not the week you get to them
Bad data stopped at the door, every week
Every week, a new batch of data tries to get into your CRM.
Exports from a dozen teams and tools, each messy in its own way, and you're the last check before it hits the CRM and breaks a report or a routing rule.
Operelio scores every file against the same saved checks and formats it to your CRM before it lands. Save the job once, and run it on every batch.
No duplicates, no half-empty records getting through
What you get
Reports and routing you can trust, because the junk never got in
One process the whole team runs
Everyone cleans data their own way, so nothing comes out the same.
One person dedupes, the next skips it, a third maps columns by hand. Your CRM fills with data cleaned five different ways, and you're left reconciling it.
Operelio lets you build the cleanup once as a saved workflow and share it with the team. Same steps, same order, every file.
One standard the whole team hits, without you checking every file
Import once, with no cleanup after
Your CRM's importer is about to reject half your file.
Required fields it rejects, duplicates it creates by the hundred, and rows it drops without telling you. You find out once it's already in.
Operelio maps your columns to the CRM's fields and previews what will create, update, or skip before anything lands. It fills blanks without overwriting the good data you already have.
New records added, existing ones filled, nothing overwritten
What you get
An import day that doesn't cost you the week after
Fix the CRM you already have
The mess isn't in the next import. It's already in your CRM.
Years of half-filled records, inconsistent formatting, and duplicates nobody's had time to sort. Reporting's off, and no one trusts the fields.
Export it, and Operelio verifies the emails and standardizes the formatting, then pushes the fixes back, filling blanks without touching your good data. It flags the duplicates for you to review.
The fixes pushed back, blanks filled without overwriting
Duplicates flagged for you to review
What you get
The CRM you already have, cleaned up, without a rip-and-replace
Migrate once, not for months
You're moving years of data into a CRM that formats everything differently.
Two systems, overlapping records, fields that don't line up, and one wrong move doubles every contact in the new CRM. The cleanup can outlast the migration.
Operelio compares your old and new exports and clears the duplicates across both, then maps everything to the new CRM's fields. You move one clean set.
Your time goes to the company, not the spreadsheets
The hard spreadsheet jobs, without the formulas
You know exactly what the file needs. Excel makes you fight for it.
Pulling columns across from another file means VLOOKUP and its error codes. Deduping means conditional formatting and a nervous delete. One wrong formula and an hour of work quietly breaks.
Every tool is named after the job and returns a regular file: pull columns across from another file, dedupe with similarity matching, merge, split, compare, reshape. No CRM needed, no formulas anywhere.
Afternoons of Excel wrestling done in minutes, by anyone on the team
Take on more clients, not more headcount
You clean data for a dozen clients, and none of it can mix.
Separate logins, scattered files, and the same manual cleanup for every client, every month. Growth costs you hours, not margin.
Operelio gives each client a separate workspace with credits shared across your account, and an API to wire into your pipeline. The same cleanup, run the same way for every client.
More clients on the same team, and margin that scales with you
Every campaign lands in the client's CRM clean
Every campaign ends the same way: a pile of leads that has to reach the client's CRM.
Inbound forms, outbound replies, event lists, each in its own shape, and every client's CRM has different fields. You reformat by hand every month, and one bad import is your reputation with that client.
Connect each client's CRM in their own workspace and map their fields once as a saved mapping. Then every campaign's leads get verified and pushed the same way, filling blanks without touching the records your client already has.
Campaign results delivered straight into the client's CRM, not a CSV attached to an email
Common questions
Asked before starting.
Is my data safe?+
Operelio is GDPR and CCPA compliant, and a DPA is ready to sign. Your files stay yours: nothing you upload is sold or used to train a model, and you can delete your data at any time. Bridgeant, the AI, plans jobs from a short summary of your file and never reads the actual rows.
Not unless you ask it to. By default, updates only fill fields that are empty in your CRM and leave existing values alone; overwriting mapped fields is a separate option you have to switch on. Either way, you see a preview of exactly what will be created, updated, or skipped before anything lands, and the push itself is always a button you press.
Operelio formats files for 8 major CRMs. HubSpot, Salesforce, Pipedrive connect directly for push. The rest get a CRM-ready file matched to their import format, and custom templates cover an in-house CRM.
Do I need a CRM to use it?+
No. Every tool returns a regular file, so plenty of people use Operelio purely for spreadsheet work: convert between Excel and CSV, clean headers, deduplicate, merge, split, filter, compare files, and download the result. The CRM side is there when you want it, never a requirement.
Yes. Every tool reads the tab you choose (the first by default). Beyond that, you can combine a workbook's tabs into one list with an optional Source Tab column, match or compare between two tabs of the same workbook, and split a clean list back into a tab-per-group workbook. Bridgeant can run the whole loop, like removing duplicates across every tab while keeping the workbook's shape, in one ask.
12 of the 17 tools with core features, 3 jobs a month, and files up to 2,000 rows. No credit card required. Paid plans raise the limits and add direct CRM push, saved workflows, and full email verification.
Free handles files up to 2,000 rows, Pro up to 50,000, and the top plan up to 150,000 rows in a single job. Every plan takes both .xlsx and .csv, and nothing runs on your machine, so big files don't slow it down.
Do I need to be good at Excel?+
No. There are no formulas anywhere: every tool is named after the job it does, and each option explains itself in plain language. If you'd rather not pick tools at all, describe the outcome to Bridgeant and it lays out the steps for you.
AI
