Decision queue
Prioritise records where evidence conflicts or a manager needs to decide what should happen next.
Data Quality
Find the CRM records that need a manager’s judgement
IRM365 data quality software reviews leads, activities, opportunities, approvals, and MOUs for contradictions, missing evidence, duplicates, and unusual patterns. Managers see the reason and source record, record a decision, and make any correction on the record itself.
Feature Workflow
What this module helps your team do
A quick map before the detailed product proof. Jump to the area that matters most.
01Review Queue
Separate decisions from patterns worth reading
The Data Quality workspace gives managers two focused queues. Decisions holds records where something genuinely does not add up. Patterns holds possible duplicates, repeated wording, and signals that may be meaningful without implying every item requires correction.
- Review actionable findings before informational patterns
- Keep a record with both finding types in the Decisions queue
- Record the manager’s decision per finding
- Open the source record and inspect the evidence in context
Data Quality
Decisions · 3Patterns · 12
- LEAD-2841Conflicting outcomeActivity
- OPP-1098Stage dates disagreePipeline
- MOU-0734Commission missingMOU
Findings are advisory. Managers review the evidence; IRM365 never edits the business record automatically.
02Evidence
Explain the contradiction instead of showing a vague warning
Each finding states what the rule observed and links it to the underlying activity, lead, opportunity, approval, or agreement. Lead-disqualification reviews can compare the stated reason with recent outcomes and captured budget without blocking the manager’s decision.
- Compare disqualification reasons with recorded activity outcomes
- Show the fields and events behind each contradiction
- Carry evidence into approval review without silently changing the request
- Keep judgement with the authorized manager
Lead reviewLEAD-2841
Finding
Unresponsive?
The latest call was recorded as successful before the disqualification request.
Latest activityCall · Connected
Requested actionMark unqualified
Stated reasonUnresponsive
Awaiting manager decision
03Operational Baseline
Keep legacy imports from overwhelming today’s review queue
Set a company go-live date so checks about historical data quality ignore records created in an older system. Current-state checks can still apply, while the queue stays focused on work the company can act on now.
- Set one go-live baseline per company
- Exclude historical inconsistencies created before that date
- Continue checking current-state issues such as unreachable contacts
- Preserve imported records and their history
Company baselineGo-live · 01 Jan 2026
Imported history
Preserved for context
Excluded from queue
Go live
Actionable records
Included in overnight review
In review queue
Capabilities
A review layer over operational CRM data
Deterministic checks explain what looks inconsistent and show the evidence without turning advisory rules into automatic corrections.
Pattern review
Keep possible duplicates and repeated wording in a separate reading queue instead of burying decisions.
Activity checks
Surface future completions, overlapping work, contradictory outcomes, and repeated open follow-ups.
Pipeline checks
Review duplicate opportunities, impossible stage timestamps, closing-date conflicts, and property mismatches.
MOU checks
Flag missing broker commission, overdue transfer with no collection, and collection beyond the agreed amount.
Advisory by design
A finding never changes a lead, activity, deal, or agreement automatically; the business record remains the source of truth.
FAQ
Frequently asked questions
Deterministic checks review leads, activities, opportunities, approval evidence, and MOUs for contradictions, duplicates, missing information, impossible dates, unusual patterns, and financial exceptions.
Continue the workflow
Related features
IRM365 modules are connected. Explore the next capabilities that usually sit beside this feature in a real brokerage workflow.
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