MergeMatch

Duplicate records cost you deals. When the same lead exists twice, follow-ups get missed, reporting breaks, and your team wastes time sorting through messy data. MergeMatch fixes that.

How it works

Create a match rule by picking the fields to compare — email, phone, name, or any custom field — and choose exact or fuzzy matching. Fuzzy matching catches typos, nicknames, and formatting differences that exact matching misses.

Run a scan and MergeMatch compares every record against your rules, scoring each potential duplicate with a confidence percentage. Review flagged pairs side by side, pick the master record, and merge with one click. Or use bulk merge to clean up everything at once.

Then automate it. Schedule hourly, daily, or weekly scans. Enable auto-merge for high-confidence matches so duplicates are handled before your team even sees them.

Every merge can be undone. Full backups are created automatically and can be restored within 30 days — fields, notes, tasks, and opportunities all come back.

What's included

Free — Scan once per day, exact matching on Contacts, 3 merges to try it out. No credit card required.

Starter ($39/mo) — Unlimited merges, exact and fuzzy matching, Contacts and Companies, daily scheduled scans, 7-day rollback.

Pro ($59/mo) — Everything in Starter plus Opportunities, Custom Objects, phonetic and cross-field matching, hourly scans, auto-merge, webhook-triggered scans, and 30-day rollback.

Agency ($89/mo) — Everything in Pro plus white-labeling, unlimited locations, and priority support. Brand it as your own and resell across your client base.

Why MergeMatch

Built for this CRM — not a generic tool bolted on. Works natively inside your account.

Safe by default — every merge is reversible. Pre-merge snapshots, full audit trail, 30-day rollback.

Set it and forget it — scheduled scans and auto-merge keep your data clean without ongoing effort.

Agency-friendly — white-label it, resell it across locations, manage everything from one place.

Get started free

Install MergeMatch, run your first scan, and see exactly how many duplicates are hiding in your data.