Detects, reviews, tags, and bulk-merges duplicate CRM leads, accounts, and contacts.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
AutoMerge — screenshot from the Microsoft Marketplace listing

What it does

AutoMerge uses Azure servers to detect duplicate CRM leads, accounts, and contacts across phone, email, and address fields. Duplicate sets can be merged with one click, through a command-bar button, or on a schedule based on match precision. Configurable preservation and append fields control how data is transferred during merging, while related records move to the winner and the losing record is deactivated.

Key capabilities

from the Microsoft Marketplace listing

Cross-field detection

Searches multiple phone, email, and address fields for duplicate records.

Fuzzy matching

Matches variations in phone punctuation, spelling, company names, and address formats.

Bulk merging

Merges duplicate sets of any size with one click or through a command-bar button.

Scheduled merging

Schedules mass AutoMerge for duplicates above a configured match-precision level.

Field preservation

Copies populated data from a losing record when the corresponding winner field is empty and can append selected fields.

In the catalog

480 plugins in Sales

Price distribution: 15 free, 10 freemium, 261 paid, 194 price not published

Pricing & deployment

Platform
Microsoft 365
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Leverage Azure to Detect & Tag duplicate CRM Leads/Accounts/Contacts, review results and AutoMerge them in bulk Intelligent Duplicate Detection: • Powerful Azure servers detect duplicates in your CRM • Cross-field detection searches across multiple phone#, email or address fields for dupes • Our fuzzy matching …»

Official marketplace listing

Publisher
Genbil Software
Updated on marketplace
Facts verified

Tags

duplicatesmergecontactautomerge