How It Works

 

How an Insycle Implementation Works

 
We review your CRM and your Insycle use case arrow-icon

We assess the setup and what you need Insycle to do, then define the scope.

We plan the cleanup strategy arrow-icon

We map the fixes, design the logic, and plan the templates.

We build and automate arrow-icon

We configure modules, filters, and automations, then test them with your team.

You approve before any data changes arrow-icon

Nothing runs on live data without approval. Want to run it yourself instead? That works too.

You keep Customer Portal access arrow-icon

Tickets, conversations, preview files, and outcomes stay available after the project ends.

The three tiers

 

 

Essential 

Implementation

Up to 15 tickets, 1 to 2 weeks

Common formatting and consistency issues fixed for you, with Insycle configured and running from day one. A simple, reliable foundation for a portal that grew without rules and now shows it in every view, segment, and report.
 
 
 

From

USD 1,500
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Data Exploration
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Cleansing
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Standardization
 

Standard

Implementation

Up to 25 tickets, 3 to 6 weeks

Includes everything in Essential plus a broader cleanup and outlier detection, which separates what can be fixed safely from what your team should review. Depending on your data, deduplication or associations can also be included.
 
 

From

USD 2,700
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Data Exploration
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Cleansing
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Standardization
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Deduplication*
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Record association*
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Grid Edit, Group & Update**
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Follow-up Call
 

Advanced

Implementation

Up to 35 tickets, 4 to 8 weeks

Includes everything in Standard plus deduplication and association logic built for the way your records were created. Ideal for complex environments where imports, integrations, and years of history make a wrong merge expensive.
 

From

USD 3,900
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Data Exploration
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Cleansing
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Standardization
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Deduplication
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Record association
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Grid Edit, Group & Update**
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Follow-up Calls

(!) An active Insycle subscription is required and not included in our pricing.

*Depends on your data: reliable matching needs clean, populated fields to build match points. Data exploration tells us early whether your portal is there. If it isn't, cleansing comes first and deduplication follows once it can run safely.
**Templates only: for outlier findings that need judgment, we build templates so your team applies the changes and nothing potentially valid gets overwritten.

Bigger scope? Custom implementation.

For teams that need broader scope and closer collaboration. It expands on Advanced with more exploration, working sessions, and optional training, so your team stays confident in Insycle after we leave.

Let's talk
Shoshana Glickman

Marketing Manager

We were very happy with the service!

 

King White

CEO

They did a great job. Very professional.

 

Kylee Rocher

Marketing Automation

Carlos was incredible to work with! Before working with Binomial, we really struggled with duplicate contacts and accounts with our two CRMs. Carlos helped us create a tailored plan to address our data issues and worked with us in a timely manner to get the job done. Not only did Carlos complete the work efficiently, but he also made sure we understood how he was doing it, so we could maintain processes after the project was over!

 

Gemma Haggarty_Axesshealth
Gemma Haggarty

CMO

It was an absolute pleasure to work with Carlos. He was clear about the work that was needed, kept us updated, and was organised and efficient in his delivery. I'd definitely use Binomial again.

 

 

FAQ

What's a ticket? arrow-icon

A unit of work (Activity): identifying, analyzing, designing, building, and automating a template, a recipe, or a workflow. Only tickets that change data need your approval. The rest are tracked in the Customer Portal.

Data - How do tickets work?

 

Do I need the Insycle subscription first? arrow-icon
Yes. You own the license directly and it isn't part of our pricing. That keeps the arrangement clean: if you stop working with us, your setup stays yours and keeps running.
What happens after the implementation? arrow-icon

Some teams take it from there. Others move to a monthly plan so templates and automations stay current as the portal changes. We'll tell you honestly which one you need.

Show us your Insycle setup.

 

Tell us what you've built so far and what's still manual. We'll tell you which tier covers it.