The module is designed to help businesses maintain clean and accurate CRM data by identifying and managing duplicate records in real-time. This module enhances data integrity and streamlines CRM operations, ensuring that sales and marketing teams have access to reliable information.
Real-Time Duplicate Detection: Instantly identify duplicate records as they are created or updated in the CRM.
Customizable Duplicate Criteria: Define custom rules for what constitutes a duplicate, based on fields such as name, email, phone number, etc.
Merge Duplicate Records: Easily merge duplicate records to consolidate information and maintain a single source of truth.
User-Friendly Interface: Navigate through an intuitive interface for managing duplicate records and configuring settings.
Integration with CRM: Seamlessly integrates with the existing CRM module without disrupting current workflows.
Support for Multiple Languages: Handle duplicate records in various languages supported.
Open Source License: Distributed under the Proprietary License v1.0 (OPL-1), allowing for customization and redistribution under certain conditions.
Improved Data Accuracy: Ensure that CRM data is accurate and up-to-date by eliminating duplicates.
Enhanced Productivity: Allow sales and marketing teams to focus on engaging with leads and customers rather than managing duplicate records.
Streamlined Operations: Reduce the complexity of CRM data management by consolidating duplicate records.
Better Reporting and Analysis: Generate more accurate reports and analyses by maintaining a clean CRM database.
Cost Savings: Reduce the costs associated with data management and CRM maintenance by eliminating duplicate records.
Scalability: Easily scale CRM operations as your business grows without compromising data integrity.
Customization: Tailor duplicate detection rules and merging processes to fit specific business needs.
Real-Time Insights: Gain real-time insights into duplicate records and take immediate action to resolve them.
Improved Customer Relationships: Maintain accurate customer information, leading to better communication and stronger relationships.
Seamless Integration: Integrate effortlessly with existing CRM setups without disrupting current workflows.
This is an sales manager tool to exclude double work and broken communication through fore-handed exposure of duplicates of customers and opportunities.
Real-time search of duplicates
The tool detects duplicates for partners and opportunities. Checks are done each time a document is opened or saved: on kanban, tree, and form views. It means that the search is done in real-time and takes into account all recent changes
Soft and rigid duplicates
The tool lets you both strictly avoid duplicates and/or just warn of those. Use rigid criteria to fully exclude duplicate creation. Use soft criteria to only notify salespersons of possible duplicates
Configurable duplicates criteria
Duplicates are defined according to the rules which you set up. A rule is a field according to which an item is considered a copy. For example, an email or a unique number. A document is considered a duplicate if it satisfies any of the criteria
Duplicates detection by storable fields
As duplicate criteria use any stored field of the following types: char, text, many2one, selection, date and datetime, integer, and float
Compatible with standard features
The module supports multi companies. Duplicates are searched within a certain company. Thus, there might be equal objects related to different corporates. Found opportunities duplicates might be merged through the standard merging tool
Smart consideration
For partners, the tool lets restrict the search only to companies and stand-alone individuals (without a company). In this way, simple contacts will not be included in duplicate detection. For CRM cases, you may search duplicates only for opportunities, only for leads, or for both simultaneously. Optionally hide the kanban/tree counters to speed the loading up
Superuser Exception
Optionally, allow rigid duplicates created under Superuser. In this way, bypass rigid rules in eCommerce public checkouts and contact us forms.
Configurable duplicates criteria
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Define on your own which fields should be used to search for duplicates
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Search criteria for rigid and soft duplicates, for partners and opportunities, are set up independently
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As duplicate criteria use any stored field of the following types: char (name, email, phone, mobile, etc.), text (descriptions), many2one (reference for a parent company or a related customer), selection (for instance, type), date and datetime (e.g. birthday), integer and float (any unique code or even planned revenue)
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For all fields, a duplicate should have absolutely the same value. For example, '123' equals '123', but '123' is not equal '1234'
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Only for the case of soft search by char fields, it is the operator 'ilike'. Thus, 'agro' is considered to be a potential duplicate of 'Agrolait' (but Agrolait is not considered a duplicate of 'agro')
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For CRM cases, you may restrict the duplicate detection only to opportunities or only to leads
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For partners' duplicates, you may restrict the search only to companies and stand-alone individuals. If the option is checked, will search only for and only among partners without a parent.
Performance issues
The tool is optimized to make searches as efficient as ORM allows it. Simultaneously, with a growing number of documents, a search will become slower.
Since the search is done in real-time has to check all shown records for duplicates among all existing records. For example, when you open opportunities' kanban with 80 items, and you have 10,000 leads, the tool makes 80 searches by your criteria among 10000 documents. It may result in slowdowns of the following operations:
- Opening kanban and list views of customers and opportunities. To avoid that, you may turn off showing the counter for a corresponding view.
- Saving changes after updating partners or leads. To avoid that, assign only soft parameters and neglect rigid ones.
Configure soft and rigid criteria to search for duplicates of customers and opportunities
Configure fields to detect duplicates
Warn salespersons of possible customer duplicates
Instant access to customer possible duplicates
Warn salespersons of possible opportunity duplicates
One-click access for opportunity duplicates
Users can't save a customer if there is a rigid duplicate found
Salespersons are forbidden to save an opportunity if there is a rigid duplicate found
Partners tree: control potential duplicates
The number of potential opportunity duplicates is right on the opportunities list.
