# The fastest way for agencies to run short-term deduplication > How agencies run one-off deduplication projects with the Dedupely Partner Program: scope the work, clean the client CRM, and hand it back without a retainer. - URL: https://dedupe.ly/blog/the-fastest-way-for-agencies-to-run-short-term-deduplication - Section: blog - Published: 2025-10-08 - Site index: https://dedupe.ly/llms.txt - Any page: append `.md` to its URL for this plain-text form --- [Blog](https://dedupe.ly/blog) Productivity ## The fastest way for agencies to run short-term deduplication How agencies run one-off deduplication projects with Dedupely's Partner Program. Published October 8, 2025 # min read Gaby Salinas Marketing A common case: a CRM team needs to merge five CRM accounts into one. A consultant steps in to organize the data, only to find inconsistent formatting, missing fields, and duplicate contacts across teams. Spreadsheet logic and VLOOKUP are not enough, they need to deduplicate thousands of records before importing. Dedupely's Partner Program makes this possible without client setup or long-term commitment. This guide outlines how partner accounts work, how they apply to short-term deduplication work, and how to use them effectively across multiple clients. ### Sign up as a Partner to manage deduplication directly Dedupely’s partner account gives consultants full operational access: - Add a new portal for each client inside your account - Connect their CRM directly from your own dashboard - Manage record sync, merge previews, and deduplication logic - Control when portals are removed, paused, or restarted This lets you scope and complete deduplication before the client sees final data. No extra approvals or logins are required. You can show results, prove record accuracy, and then present a cleaned dataset. This setup is well-suited for onboarding, migrations, cleanup before a board review, or reorganizing CRMs across teams or regions. ### Set up Dedupely in minutes, not days You can request a partner account by contacting Dedupely support after [signing up here.](https://dedupe.ly/become-a-partner) Once activated: - Use one login to manage all client workspaces - Create a portal for each CRM project - No client signup is needed unless you want them to join later If the CRM connection is urgent, you can begin syncing and creating search logic the same day. ### Structure and complete deduplication projects Each client portal operates as a self-contained workspace. Within it, you can: - Connect the CRM and choose which objects to sync - Review and customize matching logic - Run a scan and preview duplicates before committing to a plan - Perform deduplication in bulk, automatically, or manually as needed After the project is complete, you can: - Bring other clients' CRMs - Delete your account entirely - Downgrade your account to remove unused records This gives you flexibility to run one-time deduplication, pause between projects, or build it into ongoing support. ### Control cost, pricing, and invoicing Dedupely Partner accounts receive a 15% discount on all plans. Each plan is based on the number of synced records, not total CRM size. To manage cost: - Sync only the data you want to deduplicate - Use object filters to avoid syncing test, archived, or internal data - Remove synced objects after deduplication to reduce monthly usage You receive one bill for all client portals under your account. You can then invoice clients as part of a package or project fee. ### Know when to use affiliate vs. partner Dedupely affiliate accounts let clients sign up with your link. You receive 20% commission if they purchase. Affiliate accounts are best when: - Clients want to manage deduplication themselves - You refer them, but do not run the process - They want full access to support Partner accounts are better when: - You control the CRM connection and process - You need to preview matches and manage sync logic - The project is short-term, and client commitment is unclear You can use both models in parallel across your client base: - [Dedupely Partner Program](https://dedupe.ly/become-a-partner) - [Dedupely Affiliate Program](https://affiliates.dedupe.ly/) ### **Solution application** Here's how to manage short-term deduplication inside a client's CRM: - Create one Dedupely account and request to be a Partner - Add one portal per client project - Connect their CRM without needing client signup - Sync only required objects and run a scan - Merge duplicates - Invoice clients as part of your service This approach supports repeatable, scoped CRM deduplication work, whether it’s a one-off cleanup or part of a monthly service package. [Book a quick Zoom call](https://meetings.hubspot.com/tin-castro/partner-program) to set up your Partner account, and start deduping right away! ### Contact us We’d be happy to help you get this set up. #### Write us a message We probably know the answer to your question already help@dedupe.ly Email copied to your clipboard! [Book a Zoom Whether you’re getting started or getting intense. Get in touch! Book a zoom](https://meetings.dedupe.ly/meetings/hampus-isaksson/dedupely-zoom-schedule) ### Discover Related Blog Posts Stay updated with our latest articles and insights. [Productivity Why every CRM migration needs deduplication first CRM migrations get messy fast when duplicates come along. Early deduplication keeps reports clean, automations working, and support tickets down. Gaby Salinas December 11, 2025](https://dedupe.ly/blog/why-every-crm-migration-needs-deduplication-first) [Productivity Why every CRM implementation should start with deduplication and keep it running Start every CRM setup with deduplication and keep it active to avoid rework, failed logic, and fragmented data. Gaby Salinas December 8, 2025](https://dedupe.ly/blog/crm-implementation-should-start-with-deduplication) [Productivity How to scale CRM deduplication across clients without manual review Scale CRM deduplication across clients with match logic instead of manual review, one search at a time. Gaby Salinas October 20, 2025](https://dedupe.ly/blog/scale-crm-deduplication-across-clients-without-manual-review) [See all](https://dedupe.ly/blog) ### Get started for free 20 free trial merges and as much free support as you need to get your duplicates under control. [Talk to sales](https://meetings.dedupe.ly/meetings/hampus-isaksson/dedupely-zoom-schedule)[Try for free](https://v2.app.dedupe.ly/signup) [Or sign up with Google](https://v2.app.dedupe.ly/signup/google) Running CRM cleanup for clients? [See the Partner Program](https://dedupe.ly/become-a-partner) Skip to content [New Dedupely Intelligence AI deduplication that finds what your rules miss.](https://dedupe.ly/ai-deduplication)