CRM Duplicates Real Time Search v.9

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

48€

The tool does not require extra dependencies beside standard Odoo apps.
Current version: 9.0.1.0.3

Enterprise
Community
Odoo.sh
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

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).

Public features requests and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.

Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

You may also like the tools
Cloud Storage Solutions

The tool to flexibly structure Odoo attachments in folders and synchronize directories with cloud clients: Google Drive, OneDrive/SharePoint, Nextcloud/ownCloud, and Dropbox. DMS. File Manager. Document management system

379€
KnowSystem: Knowledge Base System

The tool to build a deep and structured knowledge base for internal and external use. Knowledge System. KMS. Wiki-like revisions.

298€ 253€
Universal Appointments and Time Reservations

The tool for time-based service management from booking appointments to sales and reviews

398€
OneDrive / SharePoint Odoo Integration

The tool to automatically synchronize Odoo attachments with OneDrive files in both ways

468€
Google Drive Odoo Integration

The tool to automatically synchronize Odoo attachments with Google Drive files in both ways

468€
Sales Trends and Forecast

The tool to calculate sales trends and make predictions for future sales statistically

98€
CRM Check List and Approval Process

The tool to make sure required jobs are carefully done on this pipeline stage

68€ 57€
Custom Fields for Opportunities

The tool to add new fields for Odoo CRM opportunities without any technical knowledge

38€
Opportunities Contact Full Details

The tool to keep complete and easy-reach opportunities' contact information

88€ 74€