You can get the Probable Duplicates of Leads, Contacts, Accounts, and Vendors in the Related list.
Custom Selection of Duplicate Detection Modules
During installation, you can select the modules Contacts, Accounts, and Vendors to show the Probable duplicate records
Quick Access to Related Records
You can click on the name in the related list to see the related record.
Comprehensive Similarity Checks
You can check all the records with similar Email, phone, and Company domains.
Prerequisites
Prerequisites
You must be the Zoho CRM's super admin.
Zoho CRM Enterprise edition or higher is required.
Support
Frequently asked questions
Everything you need to know about the product and billing.
Is there a free trial available?
Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.
Can I change my plan later?
Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.
What is your cancellation policy?
We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.
Can other info be added to an invoice?
At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.
How does billing work?
Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.
Use Cases
Identifying Duplicate Leads/Contacts
Sales teams often deal with the challenge of multiple records for the same lead or contact, which can lead to miscommunication, missed opportunities, or inefficient workflows.
Optimizing Marketing Campaigns
When creating marketing campaigns, the extension can flag probable duplicate records across different contact or lead profiles. This helps in refining marketing lists to avoid sending multiple emails or offers to the same customer.
Merging Duplicate Accounts
For users managing accounts, the "Probable Duplicate Related List" extension identifies duplicates by matching account names or other criteria. Account managers can then merge records, ensuring all related activities, opportunities, and deals are tied to a single account.
Enhancing Data Integrity in Custom Modules
The extension can be configured to scan custom modules and flag any potential duplicates. This helps administrators maintain a clean and consistent database across all modules in Zoho CRM.
Streamlining Customer Support
The extension helps support agents by flagging duplicate cases, allowing them to consolidate customer information, resolve tickets faster, and avoid redundant follow-ups.
Improving Reporting Accuracy
By using the "Probable Duplicate Related List," teams can ensure that the CRM database is clean and up-to-date. This will provide more accurate reporting on sales, leads, and opportunities, allowing for better decision-making.
Preventing Data Entry Errors
As users enter new data, the extension can immediately suggest possible duplicates based on predefined criteria (e.g., email address, phone number, company name). This helps prevent the creation of duplicate records from the outset.
Syncing Data from Third-Party Sources
The extension can scan the imported data for duplicates, ensuring that only unique records are added to Zoho CRM, thus maintaining data cleanliness.
Tracking and Preventing Duplicates in New Opportunities
When a user is creating a new opportunity, the extension can flag potential duplicate opportunities linked to the same account or lead, allowing users to review and merge them before proceeding.
Post-Migration Data Cleanup
The extension can help in cleaning up CRM data post-migration by detecting and merging any duplicates that may have been inadvertently transferred during the migration process.
Regular Data Audits
Administrators can schedule regular data audits using the extension to identify and manage probable duplicates on a periodic basis, ensuring the CRM remains streamlined and efficient.
Custom Duplicate Matching
The extension can be customized to detect duplicates based on various criteria such as email, phone numbers, or custom fields. This allows businesses to set up tailored duplicate detection according to their unique requirements.
Pricing
Plans that fit your scale
Simple, transparent pricing that grows with you. Try any plan free for 30 days.
