Duplicate Manager
Detect duplicate leads and automate lead routing
Gratis
Compras en la aplicación
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Evaluación
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Instalaciones2
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Desarrollador
Descripción
Give every new lead a clear next step
EMCsoft Duplicate Manager helps Bitrix24 sales teams identify repeat enquiries before they lead to duplicate follow-ups. Compare incoming leads with existing CRM records, review matching records inside the lead detail form, and route new leads using rules set by your administrator.
It is designed for sales managers, CRM administrators, and teams receiving enquiries fr om multiple sources. Your team can see earlier context and decide how to follow up while keeping the new enquiry and the existing records intact.
Set rules that fit your sales process
Choose the lead fields to compare, such as phone and email, and set a look-back window in minutes, hours, or days. A match in any selected field can identify a potential duplicate within that window. Supported additional fields can also be used when the same field code exists on the CRM record being checked.
Choose a destination stage for a lead that matches another lead. You can also choose a stage for a lead with no CRM matches, or leave its current stage unchanged. Automatic routing is off until you configure and enable it.
Only a match with another lead sends a new lead to the duplicate stage. Matches found only in contacts, companies, or deals are informational and leave the lead's stage unchanged.
Review matches wh ere you work
Open a lead detail form and use Check duplicates in the Duplicate Check field to run a manual check. The results distinguish matching leads from other CRM records and provide links to records you can access. A manual check never changes the lead's stage.
The Duplicate History tab shows recorded automatic checks. Filter the history, search its details, and review what happened to a lead. Detailed background results are available to administrators; other users see a limited history summary.
Keep exceptions under control
Exclude selected lead sources when those enquiries need a different workflow. Excluded leads are not checked, moved, or added to the application's check history. Administrators can also review failed background checks and request a recheck.
Typical scenarios
• A customer submits a second enquiry with the same phone number. Route the new lead to your duplicate-review stage when the earlier lead falls within the chosen period.
• A sales representative wants to check a lead before contacting the customer. Run a manual check and open the related CRM records without changing the lead's stage.
• Some sources already have a dedicated handling process. Exclude them while applying duplicate rules to other incoming leads.
Getting started
Install the application as a Bitrix24 administrator. Sel ect matching fields, set the time window, choose the routing stages, and save your settings. Enable automatic routing when you are ready to apply the rules to newly created leads.
Trial and billing
Each account receives a single 14-day free trial covering all users. Successful installation starts the trial and requests activation of the account's license. Reinstalling the app preserves the original trial deadline.
After the trial, the rate is USD 0.02 per active license hour, approximately USD 14.40 for 720 billable hours. Open Billing fr om the application settings to view the trial deadline and access EMCsoft Billing for payment details and invoices. Uninstalling the app requests automatic license deactivation.
Important specifics
The application detects potential duplicates; it does not merge or delete records, reassign lead owners, or perform a bulk cleanup of existing leads. Automatic checks run when a lead is created. Existing leads can be checked individually from their detail forms.
Phone and email matching covers leads, contacts, and companies. Deals can participate only through supported additional fields, not through phone or email matching. Checks depend on the configured window, available field values, CRM permissions, and Bitrix24 REST limits. An incomplete check does not trigger a routing decision.
The application interface is in English. Your own CRM field labels, stage names, source names, and record titles retain their original language. Each connected Bitrix24 account has separate settings and history.
EMCsoft Duplicate Manager helps Bitrix24 sales teams identify repeat enquiries before they lead to duplicate follow-ups. Compare incoming leads with existing CRM records, review matching records inside the lead detail form, and route new leads using rules set by your administrator.
It is designed for sales managers, CRM administrators, and teams receiving enquiries fr om multiple sources. Your team can see earlier context and decide how to follow up while keeping the new enquiry and the existing records intact.
Set rules that fit your sales process
Choose the lead fields to compare, such as phone and email, and set a look-back window in minutes, hours, or days. A match in any selected field can identify a potential duplicate within that window. Supported additional fields can also be used when the same field code exists on the CRM record being checked.
Choose a destination stage for a lead that matches another lead. You can also choose a stage for a lead with no CRM matches, or leave its current stage unchanged. Automatic routing is off until you configure and enable it.
Only a match with another lead sends a new lead to the duplicate stage. Matches found only in contacts, companies, or deals are informational and leave the lead's stage unchanged.
Review matches wh ere you work
Open a lead detail form and use Check duplicates in the Duplicate Check field to run a manual check. The results distinguish matching leads from other CRM records and provide links to records you can access. A manual check never changes the lead's stage.
The Duplicate History tab shows recorded automatic checks. Filter the history, search its details, and review what happened to a lead. Detailed background results are available to administrators; other users see a limited history summary.
Keep exceptions under control
Exclude selected lead sources when those enquiries need a different workflow. Excluded leads are not checked, moved, or added to the application's check history. Administrators can also review failed background checks and request a recheck.
Typical scenarios
• A customer submits a second enquiry with the same phone number. Route the new lead to your duplicate-review stage when the earlier lead falls within the chosen period.
• A sales representative wants to check a lead before contacting the customer. Run a manual check and open the related CRM records without changing the lead's stage.
• Some sources already have a dedicated handling process. Exclude them while applying duplicate rules to other incoming leads.
Getting started
Install the application as a Bitrix24 administrator. Sel ect matching fields, set the time window, choose the routing stages, and save your settings. Enable automatic routing when you are ready to apply the rules to newly created leads.
Trial and billing
Each account receives a single 14-day free trial covering all users. Successful installation starts the trial and requests activation of the account's license. Reinstalling the app preserves the original trial deadline.
After the trial, the rate is USD 0.02 per active license hour, approximately USD 14.40 for 720 billable hours. Open Billing fr om the application settings to view the trial deadline and access EMCsoft Billing for payment details and invoices. Uninstalling the app requests automatic license deactivation.
Important specifics
The application detects potential duplicates; it does not merge or delete records, reassign lead owners, or perform a bulk cleanup of existing leads. Automatic checks run when a lead is created. Existing leads can be checked individually from their detail forms.
Phone and email matching covers leads, contacts, and companies. Deals can participate only through supported additional fields, not through phone or email matching. Checks depend on the configured window, available field values, CRM permissions, and Bitrix24 REST limits. An incomplete check does not trigger a routing decision.
The application interface is in English. Your own CRM field labels, stage names, source names, and record titles retain their original language. Each connected Bitrix24 account has separate settings and history.
Condiciones adicionales
One license covers one Bitrix24 account and all its users. Each account receives one free 14-day (336-hour) trial. No payment card is required to start the trial. The trial begins after successful installation; reinstalling the app does not restart or extend it.
After the trial, the rate is USD 0.02 per active license hour. For a fully billable period, 28 days cost USD 13.44, 30 days cost USD 14.40, and 31 days cost USD 14.88. The actual total depends on active billable hours. Each additional account requires its own license.
Open Billing in the application to manage payment details and invoices through EMCsoft Billing. To stop using the application, uninstall it from the account; the app automatically requests license deactivation. Turning off automatic lead routing does not cancel the license. If the billing service is temporarily unavailable, the deactivation request is retained and retried.
When application access expires, new manual and automatic duplicate checks are paused. Administrators can still access the application's settings, Billing page, and existing check history.
The application requires a Bitrix24 account with CRM leads enabled and access to the REST APIs used by the application. Installation and settings changes require an administrator with the necessary CRM permissions. Check application and REST access for your account's plan and region before installation.
The interface is in English. Configuration is stored separately for each connected account.
Choose between 1 and 20 matching fields and a look-back window between 1 minute and 365 days. Additional field matching requires compatible fields with the same field code on the CRM entities being checked.
Automatic routing applies to newly created leads after it is enabled. Only a matching lead can trigger the duplicate stage. Matches found only in other CRM entity types leave the stage unchanged. Manual checks do not change stages.
The application does not merge or delete records, reassign owners, or run a bulk scan of all existing leads. Excluded sources are not processed. Missing matching values, API errors, incomplete results, or search limits can prevent a routing decision. Review checks that need attention in the application settings.
Phone and email matching does not search deals. Manual results follow the current user's CRM access permissions. Detailed automatic history is restricted to administrators.
Internet access and a supported web browser are required. Use is subject to the EMCsoft Duplicate Manager EULA and Privacy Policy linked in this listing.
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After the trial, the rate is USD 0.02 per active license hour. For a fully billable period, 28 days cost USD 13.44, 30 days cost USD 14.40, and 31 days cost USD 14.88. The actual total depends on active billable hours. Each additional account requires its own license.
Open Billing in the application to manage payment details and invoices through EMCsoft Billing. To stop using the application, uninstall it from the account; the app automatically requests license deactivation. Turning off automatic lead routing does not cancel the license. If the billing service is temporarily unavailable, the deactivation request is retained and retried.
When application access expires, new manual and automatic duplicate checks are paused. Administrators can still access the application's settings, Billing page, and existing check history.
The application requires a Bitrix24 account with CRM leads enabled and access to the REST APIs used by the application. Installation and settings changes require an administrator with the necessary CRM permissions. Check application and REST access for your account's plan and region before installation.
The interface is in English. Configuration is stored separately for each connected account.
Choose between 1 and 20 matching fields and a look-back window between 1 minute and 365 days. Additional field matching requires compatible fields with the same field code on the CRM entities being checked.
Automatic routing applies to newly created leads after it is enabled. Only a matching lead can trigger the duplicate stage. Matches found only in other CRM entity types leave the stage unchanged. Manual checks do not change stages.
The application does not merge or delete records, reassign owners, or run a bulk scan of all existing leads. Excluded sources are not processed. Missing matching values, API errors, incomplete results, or search limits can prevent a routing decision. Review checks that need attention in the application settings.
Phone and email matching does not search deals. Manual results follow the current user's CRM access permissions. Detailed automatic history is restricted to administrators.
Internet access and a supported web browser are required. Use is subject to the EMCsoft Duplicate Manager EULA and Privacy Policy linked in this listing.
