Operelio

Operelio is a data platform that automates lead flow into the CRM. It takes lead lists from any source, cleans and verifies them, and imports them into the CRM on a schedule. It is used by RevOps, sales operations and marketing operations teams, and by agencies that manage lead lists for clients.

The problem it solves

Lead lists rarely arrive ready for a CRM. An event export puts first and last name in one column. A bought list contains people who are already in the CRM. A partner's file includes job titles outside the target market and companies that have closed. Most teams fix these files by hand in Excel and repeat the work every month, and native CRM importers usually report problems in an error file after the import has already run.

Key features

• Trails (automated imports): a trail is set up once. Each new file that reaches its folder, by upload, email or API, is cleaned, checked against existing contacts, email verified, filtered against the Do Not Contact list and ICP rules, mapped to CRM fields and assigned to the right rep.
• Pre-import report: before anything is written, the user sees how many contacts will be created, updated or skipped, and why.
• Overwrite control: by default, existing CRM values are only filled where they are blank, unless the user chooses to overwrite them. Nothing is deleted from the CRM.
• Bridgeant, the AI assistant: users write rules in plain language, such as "hold the run if more than 10% of the file is dropped". Bridgeant checks each run against them and can hold a run, but cannot approve one. For one-off files, it plans the cleanup and runs it once the user confirms.
• Toolkit: 17 tools, 15 of them free: remove duplicates, merge and split files, match columns across files, compare two versions of a list, find and replace, filter, a health check with 40+ checks, email verification and finder, and a check for companies whose website no longer works.
• Agency workspaces: a separate workspace for each client, with data kept apart and one bill.

What sets it apart

• Checks happen before import: many data quality tools work on records that are already inside the CRM. Operelio catches duplicates, invalid emails and broken field mappings in the file, before anything is imported.
• Set up once, then it repeats: a trail can be built around a source, such as one data provider, or around a flow, such as inbound leads or an outbound campaign list. Every new file that enters it is handled the same way, without anyone opening it in Excel.
• Where AI is used, and where it isn't: the cleaning itself runs on fixed rules, not AI, so the same file always gives the same result and no values are made up. AI is only used in Bridgeant, the assistant, which plans jobs and checks each run against the user's rules. It can hold an import but cannot approve one, and it works from a summary of the file, such as counts and column names, without reading the rows.

Pricing

Free plan with no card required. Starter is $39 a month, Pro is $99 and Agency is $299. Email verification credits are included from Starter.