| Workflow | What it does | Use it when |
|---|---|---|
| Cleaning | Corrects and standardises information already in Rex CRM. | A record contains inconsistent formatting, invalid details, or a missing relationship that can be resolved from existing data. |
| Enrichment | Finds new contact information and adds it to an existing person. | A person has enough identifying information to search for additional phone numbers or email addresses. |
| Deduplication | Identifies records that refer to the same contact and brings their useful information together. | The same person may appear more than once in your CRM. |
Cleaning
Cleaning makes existing CRM data more consistent and useful. Propexa can suggest changes to property details, contact details, and property relationships while leaving uncertain records unchanged.Explore cleaning suggestions
See each active cleaning suggestion, including representative before-and-after
examples and the safeguards Propexa applies.
Enrichment
Enrichment is additive. It searches for new contact details for an existing person and writes successful matches back to that person’s Rex record without removing their current phone numbers or email addresses.Start contact enrichment
Learn how to prepare contacts, apply the Propexa Enrich tag, and review the
result in Rex CRM.
Deduplication
Deduplication helps find multiple CRM records that represent the same person so their useful information can be combined without losing important context.Learn about deduplication
Read an overview of deduplication. Step-by-step guidance is coming soon.