Clienteling & CRM
Duplicate Detection & Merge
Catch contacts that share an email or phone and merge two clients into one — with a dry-run preview.
Catches contacts that share an email or phone with an existing record and merges two customers into one, reconciling alternate contacts, custom fields, notes, sales history, waitlists, presentations and visibility grants — with a dry-run preview so staff see exactly what will change first. Spend totals and timelines stop fragmenting across duplicates as data pours in from imports, POS sync and the web.
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