CRM
Automatic Duplicate Detection

Catch duplicates before they pollute your data

Detect likely duplicates using email, company domain, name similarity, and other properties, then merge confidently with a guided review process.
A clean UI showing a "merge duplicates" form with highlighted email, company, and name similarities, plus a "guided review" sidebar.

Automated checks. Human control.

Let the system surface suspicious pairs while admins apply rules and thresholds that fit your data model and governance standards.

Detect with precision

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  • Match by email, domain, phone, and configurable properties.
  • Fuzzy logic for near-duplicates and typos.
  • Batch reviews prioritized by confidence score.
A CRM "potential duplicates" inbox showing matched profiles (e.g., John Smith) with options to review and merge them.

Resolve without losing context

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Guided merging

Pick the master record, preview conflicts, and keep the right values.

Association preservation

Carry over deals, tickets, activities, and notes into the merged record.

Activity log

See who merged what and when for auditability.

A UI of a data merging form, showing conflicted records being resolved with a preview, and an activity log of merges.

Govern at scale

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Set permissions for who can merge, require approvals for large batches, and export review lists for team collaboration.

A dashboard showing permission settings, approval workflows, and an exportable review list, illustrating scalable governance.

Continuously improve quality

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Adjust matching rules as patterns evolve and track duplicate rates over time as a data-quality KPI.

A dashboard showing evolving matching rules, duplicate rate trends, and data quality KPIs for continuous improvement.

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Frequently asked questions

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