Lead / Customer deduplicate system

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Hi DT!

I guess you have your baby now ! 🙂
I have a feature request that i think could be really useful i saw on other crm softwares that are dealing with both leads and customers : the ability to have a deduplicate system :

For now, all your leads can be turned into customers manually only. Our customers for example are created automatically using a api we’ve done with our website.

This would be a great feature to have a deduplicate plugin that allows you to define if a customer and a lead has same phone number or email adress to either :

1. Create a listing of duplicated entries and decide to merge them, or to delete one of them.
2. automatically use the lead entry and turn it into a customer.

Sounds very specific to our business but it’s not, Eptica, Siebel and such big others give you that possibility, please consider this.

If interested, i’d be glad to detail specifications on this!


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UCM-TEVOLead / Customer deduplicate system