a year ago
✨ Product Update: Smarter Contact De-Duplication in SitePad CRM
We’re excited to announce a brand-new feature that makes keeping your contact database clean and accurate easier than ever.
🔍 Intelligent De-Duplication
Our new de-duplicate tool uses phonetic matching to intelligently identify possible duplicate contacts—even when names aren’t spelled the same way. This means “Jon Smith” and “John Smyth” will be flagged as potential duplicates, helping you avoid messy records and missed opportunities.
⚡ Key Benefits:
- Cleaner data – Reduce clutter and improve the accuracy of your CRM.
- Smarter detection – Goes beyond exact matches by listening for similar-sounding names.
- Time-saving workflows – Merge duplicates quickly and keep your team focused on what matters.
- Improved reporting & communication – Ensure you’re not double-counting leads or contacting the same person twice.