Features
Prevent Duplicates Before They Happen
Stop duplicates at the source with real-time detection and smart notifications - right where your users work. Duplicate Manager seamlessly monitors forms and alerts users when potential duplicates are detected, helping you maintain clean data from the start.
Prevent Duplicates when Users:
- Save records
- Create new records
- Edit existing records
- Open records
- Use Quick Create forms
Powerful Rules to Fit Any Scenario
Key Features:
- Choose from 7 different matching algorithms
- Assign weights to fields and set detection thresholds
- Control case sensitivity for matches
- Include or exclude inactive records
- Compare records across different entities (e.g., Leads vs. Accounts)
Duplicate Manager empowers you to define exactly how duplicates are detected by creating flexible, tailored rules that fit your unique data and business requirements.
Specify which fields to compare, how to evaluate them, and set precise criteria for identifying duplicates – whether simple or complex.
Find All Duplicates In Your Existing Data
Run detection jobs across your existing data to uncover potential duplicates at scale. Works with any entity and database size.
Merge Records of any Entity
Clean up your data by merging multiple records of any entity at once.
Keep your data consistent by automatically reassigning related data such as Emails, Appointments, and Tasks, ensuring no valuable information is lost.
In addition to same-entity merges, Duplicate Manager lets you merge records across entities using flexible Column Mapping configured once — from standard tables like Leads and Accounts to your custom entities, with only minor restrictions.
Control What's Considered a Duplicate
Not every duplicate is a problem. With the ignore feature, you can exclude selected records from future checks – ensuring your users see only relevant alerts.
Small details that make a big difference.
- Dark mode for comfortable daily use
- Helpful tooltips integrated throughout the UI
- Works with any language, with full UI translations in English, German, and Italian
