Duplicate leads in your CRM, caught and kept to one clean record
Duplicate leads in a CRM start where the problem does: the same buyer arrives from an ad, a phone call and an old spreadsheet. DigiPix Flow gives leads, contacts, companies and deals their own duplicates desk, each showing why two records look alike and a score, so your team merges the right pair field by field, or marks it as not a duplicate and never sees it again.
- Duplicates desks for leads, contacts, companies and deals
- Every pair shows why it matched, with a score
- Merges keep the history and are written to the audit log
- record types with their own duplicates desk
- 4
- score when two contacts share an email and a phone
- 100
- records merged without a person confirming it
- 0
Where duplicates are found
- LeadsChecked for exact email and phone matches when they arrive
- ContactsGrouped by the same email or the same phone digits
- CompaniesPaired on company name and website domain
- DealsOpen deals paired on name, company, contact or source lead
- Merge historyEvery merge written to the audit log with who did it
- Dismissed pairsPairs marked not a duplicate stay out of the queue
Two reps call the same buyer on the same day
Priya fills in a Meta ad form in the morning and calls the showroom in the afternoon. Two leads are created, each lands with a different rep, and both call her back with different prices. She starts to wonder whether anyone is keeping track.
Reports count one customer three times
A company saved as “Rao Interiors”, “Rao Interiors Pvt” and “RaoInteriors” splits its deals, its contacts and its history across three pages. Pipeline totals look bigger than they are, and nobody can see the whole relationship in one place.
Clean-up is a weekend job nobody finishes
Someone exports everything to a spreadsheet, sorts by phone number and starts deleting rows by hand. Notes, follow-ups and conversations tied to the deleted rows are lost, and a month later the duplicates are back.
A duplicates desk for every record type
Leads, contacts, companies and deals each have a duplicates desk that works the same way. Every pair or group shows the records side by side, the reason they matched and a score, with the strongest matches first. From there, one click opens the review, where you merge or mark the pair as not a duplicate.
- Separate desks for leads, contacts, companies and deals
- The match reason and a score on every pair
- Strongest matches listed first
- Merge or mark as not a duplicate from the review
Duplicate leads caught as they come in
When a lead arrives, DigiPix Flow compares its email address and phone number with the leads you already have, and any exact match is raised as a duplicate candidate scored 100. In Settings you choose what counts as a match — email, phone, either or both — and whether a match warns the rep, suggests a merge or blocks the new lead.
- Exact email and phone matches, checked when a lead arrives
- Match on email, phone, either or both
- Warn, suggest a merge or block the new lead
- Candidates wait on the leads duplicates desk for review
Contacts matched on email and phone digits
The contacts desk groups every contact in the workspace that shares an email address or a phone number, with phones reduced to digits so “+91 98765 43210” and “+91-98765-43210” are seen as the same. A group scores 100 when both match, 96 on email and 88 on phone. New contacts can’t be created with an email or phone another contact already uses.
- Exact email and digits-only phone matching
- Scores of 100, 96 and 88
- Imported contacts included, not only new ones
- A new contact with a used email or phone is blocked
Companies paired on name and domain
Businesses get saved with and without “Pvt”, with odd spacing, or under a second website. The companies desk pairs names that are the same, that differ only in spacing, or where one name contains the other, and websites that share the same domain root. Each pair shows which of those it matched on.
- Same name scores 96; spacing-only differences 88
- One name inside the other scores 82
- Websites sharing a domain root are paired too
- The reason shown on every pair
Open deals opened twice, found before they skew the pipeline
Two reps can open a deal for the same order without knowing it. The deals desk compares open deals by name, adds weight when both belong to the same company or the same contact, and pairs any two deals created from the same lead. Merging the extra deal into the one you keep stops the same order being counted twice.
- Open deals compared by name
- Same company or same contact raises the score
- Two deals from one source lead always paired
- Merge keeps proposals, tasks and the timeline
Merge duplicate records field by field, and keep everything attached
Put the two records side by side, choose the record to keep and pick the winning value for each field that differs. What was attached to the other record moves across: timeline activities, follow-ups and conversation threads for every type, plus links and deals for leads and contacts, and proposals and tasks for deals. Each merge is written to the audit log.
- Pick the surviving record and the value for each field
- Activities, follow-ups and threads move to the survivor
- Deals, links, proposals and tasks follow where they apply
- Every merge recorded in the audit log
Different people stay different, and stay out of the queue
Two brothers can share a family phone, and two branches of a business can share a name. Mark the pair as not a duplicate and DigiPix Flow stores the decision for that pair, so it stops appearing on the desk. For leads, a pair you dismissed is not raised again when either lead is checked later.
- One click to mark a pair as not a duplicate
- The decision stored for that exact pair
- Dismissed pairs kept off the desk
- Works on leads, contacts, companies and deals
Review duplicates from your phone
The DigiPix Flow mobile app has duplicates desks for leads, contacts and deals. Reps see the match reasons, compare the two records, and merge or dismiss a pair between visits. A merge asks for confirmation first, so nothing is combined by a stray tap.
- Lead, contact and deal duplicates on mobile
- Match reasons shown on each pair
- Merge or dismiss away from the desk
- A confirmation before every merge
From a messy list to clean records, in five steps
- STEP 01
Bring records in
Leads arrive from your sources; contacts and companies come in by hand or by CSV import.
- STEP 02
Find the pairs
Each desk lists the records that match, with the reason and a score.
- STEP 03
Review side by side
Open a pair and compare the two records field by field.
- STEP 04
Merge the right values
Keep one record, choose the winning values and move the history across.
- STEP 05
Dismiss the rest
Mark look-alikes as not a duplicate so they stay off the desk.
Duplicates desks vs spreadsheet clean-ups by hand
| What it covers | Spreadsheet clean-ups by hand |  DigiPix Flow |
|---|---|---|
| Finding duplicates | Sort a spreadsheet by phone number and scroll | A desk per record type listing matched pairs with a score |
| Different phone formats | Spaces and dashes hide the match | Contact phones compared as digits only |
| Why two records matched | Whoever is cleaning up has to guess | The match reason shown on every pair |
| Keeping the right details | Copy and paste between rows | Pick the winning value for each field |
| Notes, deals and conversations | Lost with the deleted row | Moved to the record you keep |
| Look-alikes that aren’t duplicates | Checked again on every clean-up | Marked not a duplicate and kept off the desk |
| Who changed what | No record once the file is saved | Every merge written to the audit log |
Duplicate and data quality questions, answered
Which records does DigiPix Flow check for duplicates?
Leads, contacts, companies and deals. Each has its own duplicates desk on the web, listing the pairs or groups that match with the reason and a score. Leads, contacts and deals also have duplicates desks in the mobile app.
How are duplicate leads found?
When a lead arrives, its email address and phone number are compared with your existing leads. Exact matches become duplicate candidates with a score of 100 and wait on the leads desk. In Settings you choose whether to match on email, phone, either or both, and whether a match warns, suggests a merge or blocks the new lead.
How are duplicate contacts scored?
Contacts that share an exact email address or phone number are grouped, with phones reduced to digits so formatting doesn’t hide a match. A group scores 100 when both match, 96 on email alone and 88 on phone alone. Creating a new contact with an email or phone another contact already uses is blocked.
How are companies and deals matched?
Companies are paired when their names are the same, differ only in spacing or one contains the other, or when their websites share a domain root. Open deals are paired on name, with a higher score when they share a company or contact, and any two deals created from the same lead are paired.
Does DigiPix Flow merge records on its own?
No. Duplicates are only ever listed for review. A person on your team opens the pair, chooses what to keep and confirms the merge.
What moves across when I merge?
Timeline activities, follow-ups and conversation threads move to the record you keep for every type. Merging leads also moves contact and company links, the deals created from the lead and its tags. Merging contacts moves company links, deals, lead links and custom field values. Merging companies moves contact links, deals, lead links, tasks and custom field values. Merging deals moves proposals, tasks and custom field values.
What happens to the record that isn’t kept?
A merged lead is kept as merged into the surviving lead, and any active sequence it was enrolled in is stopped so it doesn’t keep sending. Merged contacts, companies and deals are removed once their history has moved. Every merge is recorded in the audit log, so check your choices carefully before you confirm.
What if two records only look alike?
Mark the pair as not a duplicate. The decision is stored for that pair, so it stops appearing on the desk. It works the same way for leads, contacts, companies and deals.
What if someone edits a lead while I’m merging it?
The lead merge checks that neither record has changed since you opened the pair. If one has, the merge stops instead of overwriting the newer details, and you can review the pair again.
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One customer, one record, one version of the truth
Talk to an expert — bring a sample of your leads or contacts and see the duplicates found, reviewed and merged.
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- Bring a sample of your data
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