Measure useful additions
Identify rows where the catalog has an email, phone or organization field that your current record lacks.
Find the gaps in your list
Free Real Estate CRM Missing Contact Audit
Compare an agent CSV with the published catalog. Review supported matches, ambiguous candidates and missing fields before deciding which contact records to unlock.
- Row-level match review
- Missing email, phone and brokerage flags
- No automatic CRM changes
Start with your existing list
Up to 100 rows · CSV format · 250 KB maximum
A clearer next step starts here
Run the tool to see your findings, coverage notes, and available next steps.
How to use it
Three steps to a more useful result
- Step 01
Export a small CRM sample
Choose up to 100 agent rows with a header. Include the identity and contact information you already have to improve matching.
- Step 02
Inspect the match report
Separate supported matches from ambiguous and unmatched rows. Review which missing fields are available on candidate records.
- Step 03
Choose additions deliberately
Open the relevant records in your dashboard to unlock contact details. Review the data before changing your CRM.
What you can learn
Useful details. Clear boundaries.
Ambiguity stays visible
Shared contacts and incomplete identities are flagged instead of being treated as confirmed matches.
A bounded, transient audit
Analyze up to 100 rows per request. CSV content is processed in memory without saving an uploaded contact file or audit result.
Frequently asked questions
Know what your results mean.
More context about crm contact audit, coverage and account access.
Explore our data sourcesWill the audit update my CRM automatically?
No. It produces a comparison report. You choose which records to inspect or unlock, and make any CRM updates in your own workflow.
Does a match reveal new email addresses and phone numbers?
The audit reports field availability while contact details remain protected. Unlock individual records through the dashboard using the existing record-credit policy.
How is an ambiguous match handled?
It is shown for review and excluded from confident enrichment claims. Multiple people may share a phone number, email address or name; add identity context before making an update.
Do I need an account to get started?
You can start using these prospecting tools without an account. If prompted to continue, sign in to keep researching with your plan credits.
What happens when I sign in?
Each successful tool run uses one plan credit. If your balance is insufficient, you can review an upgrade. Contact unlocks are separate: one credit per agent record and two per brokerage record, with no repeat charge for records you already own.
Your next step
Spend credits on the fields your list needs.
Use the audit to prioritize relevant records, then unlock supported contact details in your dashboard.
Contact unlocks use plan credits. Previously unlocked records are not charged again.