CRM Duplicates Real Time Search

The tool for real-time control of customers' and opportunities duplicates

13.0 12.0 11.0 10.0 9.0 8.0

€ 86

The tool price includes all necessary dependencies

This is the sales managers' tool to exclude double work and broken communication through fore-handed exposure of duplicates of leads, opportunities and customers.

Search of duplicates is real-time. You see results as soon as you save a partner or an opportunity
The tool is fully configurable. Duplicates are defined according to your flexibly set up rules
Use rigid criteria to fully exclude duplicates creation. Odoo would not allow salespersons to save a customer or an opportunity, if any duplicates were found by rigid rules
Use soft criteria to warn salespersons of possible duplicates but not restrict them in such duplicates creation. An instance access to potential duplicates is available from form and kanban views. Besides, use the special filter for duplicates analysis
As duplicates criteria use any field of the following types: char (name, email, phone, mobile, etc.), text (descriptions), many2one (reference for a parent company or a related customer), selection (for instance, type), date and datetime (e.g. birthday), integer and float (any unique code or even planned revenue)
A document is considered as a duplicate, if it satisfies any of criteria. For all types except 'char', a duplicate should have absolutely the same value (e.g. '123' = '123', but '123' is not equal '1234').
[Only for soft search] For char fields it is the operator 'ilike', thus, 'agro' is considered to be a potential duplicate of 'Agrolait' (but Agrolait is not considered as a duplicate of 'agro')
The module supports multi companies. Duplicates are searched within a certain company. Thus, there may be equal objects related to different corporates
The app is fully compatible with the Odoo standard tool to merge opportunities

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Configure soft and rigid criteria to search duplicates of customers and opportunities
Odoo configure soft and rigid criteria to search duplicates
Users can't save a customer if there is a rigid duplicate found
Odoo partners rigid duplicates
Warn salespersons of possible customers duplicates
Odoo search customers duplicates
Instant access to customer possible duplicates from kanban
Duplicates kanban view
Partners overall duplicates analysis
Filter customers duplicates
Partners tree: observe potential duplciates counter
Customers list possible duplicates
Salespersons are forbidden save an opportunity if there is a rigid duplicate found
Opportunities duplicates restriction
Warn salespersons of possible opportunites duplicates
Potential leads/opportunities duplicates
One-click access for opportunities duplicates from kanban view
Opportunities kanban duplicates
Filter opportunities with possible duplicates
Odoo opportunities' duplicates filter
Number of potential opportunities duplicates right in the opportunities' list
Opportunities duplicates counter
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