Duplicate detection

Leads that share an email address or phone number are flagged, and merging turns them into a single record.

Spot the same person twice and fold them into one lead.

Leads sharing an email or phone number are flagged
See every likely duplicate across the workspace
Merge one lead into another in a single step

Found for you

The same person often applies twice or enquires from two forms. Matching email addresses and phone numbers, however they were typed, are flagged on the lead.

One lead again

Choose the lead to keep and fold the other into it, so the team works from one record rather than two half-stories.

Only for those who should

Merging is a permission, so it stays with the people who look after data quality.

Works well with

Import and exportBring leads in from a spreadsheet, and take them out again.Move in without losing your history and take your data out whenever you want, so there is no lock-in to argue about later.Tasks and timelineEverything done to a lead, and everything still to do.The follow-up that decides the sale actually happens, and the history outlives the person who made it.Roles and permissionsPeople see and do exactly what their job needs.New staff are useful on day one and see only what their job needs, which is what data protection actually asks of you.