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Data Lens
Santa Monica, California, United States
What it is
Data Lens is a web-based tool for auditing and improving CRM data. It assesses quality, corrects field errors, and resolves duplicates in three stages. Before changing records, its field-level audit checks completeness, duplicate flags, formatting, and association accuracy. It matches Contacts and Companies using confidence-scored logic and survivorship rules, then updates Deal associations after merges. Users upload a Company or Contact CSV, choose a process type, and retrieve the results through a guided workflow; files can contain up to 300K rows. Each completed job includes an Audit Report, Cleansed Dataset, and Deduplicated File. The report summarizes completeness, duplicates and merges, format corrections, and overall data health. Listed CRM support includes HubSpot, Salesforce, Microsoft Dynamics 365, and Acumatica. Clean outputs can go to Matchbook XDM or Sales Analytics, with Databricks, Azure Data Lake, and Snowflake among downstream connectors. Pricing is on request; the listed Tier 1 Basic Access partner plan is $15,000 a year. Tier 2 is billed $15k/yr + $2k/month.
For and against
For
- Audits completeness, duplicates, formatting, and associations.
- Accepts Company or Contact CSV files up to 300K rows.
- Provides three outputs with each completed job.
- Lists support for four CRM systems.
- Offers downstream connectors including Databricks and Snowflake.
Against
- Pricing is on request.
- Tier 1 costs $15,000 a year.
- Tier 2 is billed $15k/yr + $2k/month.
- The listed platform is web only.
The verdict
Data Lens combines CRM data checks, cleanup, and deduplication with reports and ready-to-use output files. Review the partner plan costs and supported workflow against your team’s needs; the listed security information does not specify product certifications.
Who it suits
Data Lens is intended for Revenue Operations teams, CRM implementation partners, migration teams, and Sales, Marketing, and RevOps leaders. Its guided workflow is designed for users who do not need specialist configuration or developer support.
Plans and prices
Tier 1 — Basic Access (Annual Partner Fee)
Data Lens platform access for partner team; white-label Sales Analytics Platform; dedicated partner manager, training, onboarding and technical support
Read 3 Oct 2026 · matchbookai.com
Tier 2 — Managed Data Lens (Annual Partner Fee)
Includes Tier 1; Matchbook AI provides dedicated personnel to operate Data Lens and process submitted client data
Read 3 Oct 2026 · matchbookai.com
On the record
- Access and workflow
- Users upload an export, choose a process type and retrieve clean outputs through a guided four-step workflow; the page says no specialist configuration or developer support is needed.matchbookai.com · read 3 Oct 2026
- Audience
- The maker identifies Revenue Operations teams, CRM implementation partners, migration and transition teams, and Sales, Marketing and RevOps leaders as intended users.matchbookai.com · read 3 Oct 2026
- Audit
- Its field-level audit checks completeness, duplicate flags, format issues and association accuracy before records are changed.matchbookai.com · read 3 Oct 2026
- Audit report
- Each run produces a downloadable report with field completeness scores, duplicate counts, format errors and an overall data health score.matchbookai.com · read 3 Oct 2026
- Company
- Matchbook AI describes its company as turning fragmented information into clean, trusted intelligence for enterprises.matchbookai.com · read 3 Oct 2026
- CRM support
- The page lists native support for HubSpot, Salesforce, Microsoft Dynamics 365 and Acumatica.matchbookai.com · read 3 Oct 2026
- Input limit
- The workflow accepts Company or Contact CSV files up to 300K rows.matchbookai.com · read 3 Oct 2026
- Integrations
- The maker lists native connectors including Databricks, Azure Data Lake and Snowflake, and says clean outputs can route to Matchbook XDM or Sales Analytics.matchbookai.com · read 3 Oct 2026
- Intended users
- The page identifies Revenue Operations teams, CRM implementation partners, migration teams, and Sales, Marketing and RevOps leaders as intended users.matchbookai.com · read 3 Oct 2026
- Job outputs
- Each job provides an Audit Report, Cleansed Dataset and Deduplicated File when processing completes.matchbookai.com · read 3 Oct 2026
- Matching
- It matches Contacts and Companies using confidence-scored logic, applies survivorship rules and automatically updates Deal associations after merges.matchbookai.com · read 3 Oct 2026
- Other integrations
- Clean outputs can route to Matchbook XDM or Sales Analytics, and listed native downstream connectors include Databricks, Azure Data Lake and Snowflake.matchbookai.com · read 3 Oct 2026
- Outputs
- Each job provides an Audit Report, Cleansed Dataset and Deduplicated File on completion.matchbookai.com · read 3 Oct 2026
- Processing
- Its workflow assesses data quality, corrects field errors and resolves duplicates in three stages.matchbookai.com · read 3 Oct 2026
- Purpose
- Data Lens audits, cleanses, normalises and deduplicates CRM data.matchbookai.com · read 3 Oct 2026
- Reports
- Each run generates a downloadable report with field completeness scores, duplicate and merge summaries, corrected format errors and an overall data health score.matchbookai.com · read 3 Oct 2026
- Security and privacy
- The maker's privacy policy describes collection and protection of personal information when users access its website; it does not specify Data Lens product security certifications on that page.matchbookai.com · read 3 Oct 2026
- Support
- The company offers a demo and lists [email protected] and (310) 643-4596 for contact.matchbookai.com · read 3 Oct 2026
