Duplicates No More — duplicate control for CRM: find and merge duplicates
Reliable way to protect your CRM from duplicates.
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评分
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安装数1139
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开发人员Remark
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添加时间20/12/2022
In Bitrix24 CRM, duplicate leads, contacts, and companies are common. The reasons are straightforward: repeat CRM forms, different ad channels, data imports, integrations, and manual entry by sales reps.
As a result, the same customer can appear in the system more than once. Reps handle duplicate requests, deals get split across different records, and CRM analytics become unreliable.
Duplicates no more automatically finds duplicates in Bitrix24, shows matches right in the CRM record, and lets you merge records in one click. The app helps keep your CRM database duplicate-free and avoids re-processing the same customers.
We have prepared detailed documentation for Duplicates no more: how to install and configure the app, set up duplicate search and merging, use robots and business process activities, run bulk checks, and troubleshoot typical issues. If you prefer to skip the marketing copy below, start there.
What the app does- find duplicate leads
- find duplicate contacts
- find duplicate companies
- find duplicate deals
- merge CRM duplicates in one click
- search by phone, email, and other fields
- automatic checks on new records
- robots and activities for business processes
- find and merge duplicates in smart processes
- add the duplicate field to lead, deal and SPA details in one click
- keep the original values of merged records in the merge archive (Enterprise plan)
- interface in English, Spanish and Brazilian Portuguese
Over time, many companies accumulate a large number of duplicates in CRM - especially after importing a client base, adding integrations, or launching new ad channels.
The app supports bulk scanning of your CRM database for duplicates. You can check many records at once and find repeats among:
- leads
- contacts
- companies
- deals
- SPA items
That way you can quickly spot duplicate customers and clean up your CRM database.
Automatic duplicate mergingAfter duplicates are found, you can merge them. The app supports both manual and automatic merging.
- merge duplicates in one click
- merge via CRM atuomation rules
- automatic handling of repeat records
When a duplicate is detected, the record can be merged automatically with an existing contact or paused for review by a team member. That helps prevent duplicate deals and keeps your CRM database clean.
Why duplicates appear in Bitrix24- repeat web form submissions
- inquiries from different ad channels
- several reps creating contacts manually
- importing a client database
- integrations with telephony and other services
- returning customers reaching out again
In actively marketed CRMs, 10–30% of leads can be repeats. Without duplicate control, the customer base clutters up fast.
Finding duplicates in Bitrix24Duplicate checks can run:
- when a lead is created
- when a contact is edited
- when working on a deal
- when a deal moves to another stage
Reps immediately see whether that client already exists in CRM and can open the matching record or merge entries.
For leads and deals, the duplicate preview also shows the stage, with won and lost stages marked by color.
Duplicate search by any CRM fields- phone number
- email
- company name
- TIN (tax ID)
- custom CRM fields
- all customer data is carried over
- deals and leads are combined
- interaction history is preserved
- choose which users or departments see the Merge button
Before a merge, the app can save the full original values of every record involved: leads, deals, contacts, companies and SPA items. You can always see what a record looked like before the merge, what the merge changed, and which records were combined.
- archive section for administrators with search by ID, date, record type and source
- “Merge history” tab in lead, deal, contact and company details
- archive records are encrypted and stored in your Bitrix24
- off by default, the administrator turns it on
The merge archive is included in the Enterprise plan.
Automation with automation rules and workflows- duplicate search automation
- workflow action
- notify the rep when a duplicate is found
- pause lead processing until review
- automatic duplicate merging
Repeat web forms: a client submits a form several times. The app finds the existing contact and helps avoid creating another lead.
Repeat leads from ads: one customer comes in through different channels. The app surfaces the existing client details.
Duplicate contacts in the database: different reps create contacts manually. The app finds matches and helps merge records quickly.
CRM cleanup: scan the whole CRM to find duplicate leads, contacts, and companies.
Who it is for- companies that capture leads from the website
- companies with multiple ad channels
- companies with a large CRM database
- companies using integrations and imports
- sales teams with several reps
- a CRM database without duplicates
- reps do not re-process the same requests
- deals are not duplicated
- CRM analytics become more accurate
- the customer base stays clean and structured
- finding duplicates in Bitrix24
- merging duplicate contacts
- merging duplicate leads
- cleaning up the CRM database
- CRM duplicate control
- deduplicating the customer database
Install the app to automatically find and merge duplicate customers in Bitrix24 and keep your CRM database in order.
PricingThe app requires Bitrix24 Basic plan or higher.
The app is free while you stay within 100 actions in 30 days (Light plan). Paid plans are also available:
- Light — free, up to 100 actions per month.
- Standard — $9.90/month billed monthly or $8/month billed yearly, from 100 to 5,000 actions per month.
- Enterprise — $29/month billed monthly or $25/month billed yearly, from 5,000 actions per month. Includes the merge archive.
1. Data Connector — is a professional solution for BI analytics integration.
2. Edward. CRM assistant — Work more effectively and grow your profit with Edward, the first CRM assistant for Bitrix24
3. CRMbot — The easy way to interact with your CRM.
附加条款
The app requires Bitrix24 Basic plan or higher.
The app is free while you stay within 100 actions in 30 days (Light plan). Paid plans are also available:
- Light — free, up to 100 actions per month.
- Standard — $9.90/month billed monthly or $8/month billed yearly, from 100 to 5,000 actions per month.
- Enterprise — $29/month billed monthly or $25/month billed yearly, from 5,000 actions per month. Includes the merge archive.
版本历史
版本 5
全面支持智能流程:像在线索和交易中一样,在智能流程中查找并合并重复项——包括重复项字段、自动化规则、扫描器和合并存档。
合并存档:应用可以保存每个被合并的线索、交易、联系人、公司和智能流程项目的全部原始值,让您随时查看记录在合并前的样子。存档记录经过加密,存储在您的 Bitrix24 中。适用于 Enterprise 套餐。
线索、交易、联系人和公司卡片中新增“Merge history”选项卡:无需离开卡片即可查看该记录参与过的所有合并。
快速上手:在应用主页一键将“Duplicates control”字段添加到线索、交易和智能流程卡片中。
重复项预览现在会显示每个线索和交易的阶段,成功和失败阶段以颜色标记。
可选择哪些用户或部门能在重复项字段中看到“Merge”按钮。
西班牙语和巴西葡萄牙语界面:语言跟随您的 Bitrix24 语言,并可在应用设置中更改。
搜索更可靠:如果重复项搜索失败,应用会报告错误,而不是显示“无重复项”。
安全性和稳定性改进。
版本 4
Automatic merging of duplicates: the automation rule can be configured in one click and offers advanced customization options.
Users without read access can now see the duplicate’s name and assigned manager.
Search by any field: easily configure searches by name or tax ID, regardless of where the data is stored — in company details, lead fields, or company cards.
One-click merging: merge duplicates without closing the CRM details form.
Convenient new contact checks at any pipeline stage.
Analysis not only for leads and deals, but also for companies and contacts.
Option to reassign a lead to an existing contact for data consolidation.
Flexible duplicate logic, allowing you to treat an old lead or client as a duplicate of a new entry - perfect for adapting the app to your internal policies.
版本 3
2. Search in Contacts and Companies.
3. Linking a contact to a lead within the application.
版本 2
An option to search for leads created by company employees has been implemented. If the lead contains an email or phone number of a company employee, the application will send a notification