Zelo

The question only Zelo answers“Can I trust the data?”

Finds and cleans up the mess in your records — from data to structure — so you can trust the numbers.

What it delivers

• Duplicate contacts and companies, with bulk merging
• The same phone or email on two lines of the same record
• Repeated fields in the CRM setup, with how many records use each one
• Incomplete records: deal without a value, contact without a phone, lead without a source
• Empty required fields and emails, phones, CNPJs and CPFs in an invalid format
• Phones without +55: finds and fixes them without changing the digits, and anything uncertain goes to manual review
• Each finding classified as critical error, irregularity or recommendation, with how to fix it
• Creation: builds pipelines, processes, stages and fields from a conversation, draws up the plan before creating and lets you undo

In the Dashboard, what it sees comes through the conversation with Atlas (Bitrix24). The full panel lives in Cockpit, inside Bitrix24.