The pre-CRM
The layer between your messy sources and your clean CRM.
Your data arrives from everywhere, in every shape, and your CRM expects it clean. Operelio is the organized layer in between, where every file gets cleaned, verified and made CRM-ready before it ever lands. Part of your workflow, not another silo.
Inside the layer
You approve. Operelio does the work.
Point it at a messy file and approve the plan. Operelio runs every tool, cleaning, verifying, deduplicating and mapping, then pushes to your CRM on your say-so.
Every system, up close
One file or many, from a mess to CRM-ready
Every stop is a system you can lean on, and a page you can go deep on.
The operator
Bridgeant does it for you
Tell it what you need and it plans every step, then runs Operelio's tools to do the whole job for you. It reads only a summary of your file, never the data itself, and nothing runs until you approve the plan.
Clean up 5 things: fix casing, standardize phone formats, remove 4 duplicate rows, 4 blank rows, and 1 empty column.
Health Check
Format for HubSpot: 6 of 18 fields filled from your columns.
CRM Formatter
Reads a summary, never your data
The engine
17 real tools do the work
Convert, clean headers, deduplicate, merge, split, match and pull columns, transpose, and more. Each is real software that does one job and gives the same result every time. Run one yourself, or let Bridgeant chain them into a pipeline.
17 tools. Run one yourself, or let Bridgeant chain them.
Data you can trust
Verify, find, and check it's live
Verify every email and recover the good ones that are missing or bouncing. Score whether each company's website is still live, from 0 to 100, and cut the dead weight before it hits your calls and your sender reputation.
The do-not-contact wall
Nothing you shouldn't contact gets through
Screen every file against your Do Not Contact list by email, phone, domain, company or country. It runs on your own data, with no third-party calls, and the removed contacts come back in a separate file.
Never lose control
Every version kept. Revert any time.
Every file and every step is saved to its own history. Roll back to any version in one click, hand a file to a teammate with the whole trail attached, and keep an audit of who changed what. A mistake is never final.
- Uploaded "contacts.csv"577 B · Preview
- Clean Headers8 rows · 586 B · Preview
- Deduplicate: removed 2 rows6 rows (-2) · 461 B · Preview
- Filter & Extract6 rows · 465 B · Preview
- Pushed to CRM3 rows (-3) · 256 B · Preview
Nothing gets forgotten
You always know where it stands
Every file carries its own tasks, each with a due date and an owner. A manager hands one over, "dedupe the Vantage list by Thursday", and it lands on that teammate's dashboard and by their bell, with the whole team's tasks in one view on Team and Agency. Working solo, you set your own, "re-verify before the July send", and it waits until it's due. The dashboard keeps the score: what's due, what you last touched, and where you left off.
Overdue1
Re-verify before the July send
q3-send-list.csvOverdue by 3 days
+ 2 upcoming
Land it safely
Format for 8 CRMs. Push live to 3.
Map your columns once and push into HubSpot, Salesforce, or Pipedrive. First, Operelio checks your live CRM and shows exactly what will happen: how many contacts it creates, how many it updates, and which new ones are likely already there by name and company, even when the email doesn't match. Nothing is written until you confirm.
HubSpotScale it up
Scales from one file to your whole operation
Save a cleanup as a workflow and rerun it in a click, batch one tool across many files at once, or drive the whole thing from a public API. Share a workspace with your team, and give every client an isolated space of their own. It grows with you.
Team: 5 shared seats · Agency: 10 shared seats
Agency adds 25 isolated client spaces
Out · CRM-ready
Clean, verified, compliant. Done.
HubSpot
Salesforce
PipedriveBuilt on trust
Your data's safety is the design, not a feature
Private by design
The AI reads a summary of your file, never the cell values. Customer and financial data never enter a model.
summary only, never the cellsAccurate by construction
Real, deterministic tools do the work, not a chatbot guessing. No invented values, the same result every time.
tools, not guessesReversible by default
Every step is saved. Roll back to any version, so nothing important is ever one wrong click away from lost.
every version savedMessy spreadsheets in. Clean CRM out.
Put Operelio between your tools and your CRM.
The organized layer that keeps your CRM clean, run by you or by Bridgeant, and built on trust.