Don’t rely on replay protection. I chose to search for duplicates in CRM and my expectations were justified a large and hyped system did not find three identical numbers among five contacts. How not? What about three identical phone numbers? The CRM system did not notice them. Now imagine that there are , people in the database, half of them are repeated, and CRM does not see them point-blank. Disappointment. How duplicates deceive the expectations of entrepreneurs We had a case a client came, dissatisfied with another CRM system. Sales were less than CRM showed. The entrepreneur wanted to try our system. We started to transfer the client base to OkoCRM, and after the transfer, contacts were missing.
This meant only one thing there were , duplicates in the database. , Carl! Now it is clear where they come from. If CRM saves any contacts and it doesn’t matter how many times this phone number or e-mail has been saved in the database, then there can even be Whatsapp mobile number list a million duplicate contacts. How protection against duplicate contacts works in OkoCRM In OkoCRM, you cannot create a new card with a phone number or an email address if they have already been added to the client base. I’m trying to duplicate the contact of Natalia Makarova. I create a card, enter my full name and email → the system says that this address has already been used. OkoCRM won’t let you save the contact.
If the email is already in the client base, the message “the field is already taken” appears. The same with dubbing telephone numbers. The system recognizes numbers that are spelled differently. For example, and are the same number. But none of these options will be missed by OkoCRM if the client base already has the number . OkoCRM stops any possibility to add the number again. In OkoCRM, you cannot create a new contact with a phone number that is already in the database. Even if the number is recorded through + , it will not work to enter and save it through .