Automatic duplicate detection across contacts and companies, with a safe side-by-side merge that preserves every linked activity, task, and note.
Leads arrive from ad forms, imports, and manual entry, and duplicates are inevitable. The CRM flags likely duplicate contacts and companies so the same person does not end up scattered across three half-complete records — keeping the database clean enough to trust.
Review suspected duplicates side by side, choose the surviving record and which field values to keep, and merge. Every linked activity, task, note, document, and deal is re-pointed to the surviving record — nothing is orphaned and no history is lost.
A clean database is the foundation for everything else — accurate scoring, trustworthy forecasts, and a duplicate rate you can actually measure and drive down over time. Dedupe is what keeps the rest of the CRM honest.