Potential duplicate detection
It matches on the email domain and phone first, then on names spelled alike.
Find duplicates and keep customer records together.
Identify potential duplicates using email domains, phone numbers and similar names. Merge company records with their contacts and conversation history.
Available capabilityIncluded capabilities
Merge two cards
Two company cards merged into one, with their people, emails and calls.
Personal email-domain handling
A gmail.com address never files two strangers into one company.
The guided demo illustrates a selected workflow. Availability depends on the enabled configuration; beta items are labelled above.