AI agent audits & proposes · Humain decides & validates

Turn your CRM into
a true growth engine

Our AI agent audits your database, detecting duplicates, incorrect identities and obsolete accounts — and our teams verify and validate every decision before it reaches your CRM. Reliable data, measured by a score, proven by a report.

43 M

establishments in the French INSEE registry, our source of truth

8

quality dimensions measured continuously on your database

36

operation types tracked, logged and verifiable line by line

100 %

of writes to your CRM validated by a human

The problem

The hidden cost of a
degraded CRM

A CRM is never static: departed contacts, dissolved or acquired companies, duplicates, inconsistent formats. Without continuous updating, your database naturally deteriorates — and the cost is very real.

“37% of CRM users reported losing revenue as a direct consequence of poor data quality”

Validity — State of CRM Data Management 2025

Duplicates

The same customer exists several times, within one database and across your systems, with no link between records.

Obsolete data

Dissolved or acquired companies, outdated addresses, departed contacts, invalid details.

Inconsistent formats

Each system has its own input rules: fields that are neither standardised nor comparable.

The goal

Rebuild a single, reliable customer view around an indisputable legal key — the SIREN/SIRET identifier.

What makes us different

The AI agent proposes, the human decides — never the other way round

The power of AI at scale, the reliability of human judgement on every record. This synergy overcomes the limits of purely automated approaches.

AI agent

Audits & detects

AI-ready score across 8 dimensions, duplicates, SIREN/SIRET identities, business-closure signals — detected and qualified continuously.

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Merkatis operator

Decides, field by field

Every proposal is reviewed on side-by-side views. Merge, correct, flag: the decision remains human.

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Quality manager

Controls & validates

The platform blocks every write until quality validation is granted — a technical constraint, not a procedure.

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Your CRM

Updated, traceable

Every write carries the tag of who validated it, and when — recorded in a time-stamped, tamper-proof audit log.

Never any automatic modification of your CRM. No record is ever deleted: accounts to be retired are flagged, and only erroneous data is corrected.

The measure

Is your data ready for AI?

AI sales and marketing tools are only as good as your data. Our AI agent audits your database and measures it on a single score — the AI-ready score — calculated across eight objective dimensions. Each dimension is measured, and judged: good, watch, act.

Identity (SIREN/SIRET)

Field completeness

Uniqueness (duplicates)

Data currency

Reachability (email, phone)

Contact-to-account linkage

Activity & GDPR compliance

Overall score

Real measurement on a client database — taken at the assessment, recalculated at delivery: quantified proof of the result.

A dedicated platform, not a promise

The platform in action

Three screens, three stages: the AI agent measures and proposes, the human decides, the platform proves.

Measure · the AI agent audits your database

AI-ready score, duplicates, signals: detected and qualified by the AI agent, measured continuously — not a one-off report, a living dashboard.

Decide · the human rules on every record

The AI agent’s proposals compared side by side; the operator composes the master record, field by field.

Prove · the T0 audit report

The reference snapshot of your database, frozen and delivered as a PDF: the contractual baseline for before / after.

The scope

What we handle

Accounts & identities

Duplicate detection within and across databases (SIREN/SIRET as pivot key)
SIREN/SIRET enrichment of accounts missing identifiers
Verification and correction of erroneous identifiers
Address-change detection (INSEE registry)
Identification of obsolete accounts: dissolved or acquired companies, closed sites
Field standardisation according to your business rules

Contacts & coverage

Linking contacts to the right account
Actual role, department, level of responsibility
Verified business contact details
Deduplication of contacts and leads: records composed field by field
Drill-down to establishment level (SIRET) for multi-site accounts
Continuous updating: your database stays reliable all year round

No record is ever deleted from your CRM : accounts and contacts to be retired are flagged, and only erroneous data is corrected — always through the traceable quality workflow.

The method

Six steps, under systematic human control

Connecting to your systems

Via API (Zoho, Salesforce…) or secure file exchange, your choice. Setup free of charge.

Analysis by the AI agent

AI-ready audit, duplicate detection within and across databases, spotting errors and obsolete data.

AI processing + human verification

Every match is reviewed on side-by-side views. No modification without a traced human decision.

Updating and structuring

SIREN/SIRET enrichment, INSEE address verification, dissolved companies, standardisation to your business rules.

Phone validation (optional)

For strategic accounts, a phone check confirms key information. Every call is logged.

Delivery back into your systems

Validated accounts are delivered back into your systems. Only processed and validated lines are billed.

Before any commitment

A free assessment, measured by the platform

Read-only, on a representative sample of your databases. No data modified. Results within days.

Initial AI-ready score (out of 100)
Estimated duplicate volume, within each database and across your systems
Rate of missing or erroneous SIREN/SIRET identifiers, checked against the INSEE registry
Estimate of obsolete accounts: dissolved or acquired companies, closed sites
T0 audit report delivered as PDF — the reference snapshot for
before / after

Then you decide, with the numbers in hand.

Billing

Pay for the validated line, nothing else

The level of each operation is assigned automatically by the system, according to objective criteria defined in the contract, and logged in the audit trail — every invoice line is verifiable.

Per processed and validated line

Automated processing or human validation by complexity level: a line is billed once, when it is successfully delivered back into your CRM.

The unverifiable is never billed

When a record cannot be proven, it is marked “unverifiable”, the blocker is documented, the status is reversible — and nothing is billed.

A verifiable monthly report

Volume by operation type and period, verifiable line by line against the audit log. You pay for what was done — and you can prove it.

Your CRM should not be a data warehouse.
It should be a revenue engine.

The longer you wait, the more your database degrades. Start with the measurement: the assessment is free.

CRM data enrichment

Turn your CRM into
a true growth engine

43 M

8

36

100 %