Catch duplicate contacts and leads in real time

Configurable, multi-company-correct duplicate detection for contacts and CRM leads — with clear field-level warnings, an optional block mode, a whitelist, and a guided merge wizard to clean up what already exists.

The problem

The same contact, company, or opportunity ends up in Odoo two or three times. Reps call the wrong number, pipeline reports overstate coverage, and two people work the same account — and the mess only grows with every import and web-form submission.

The solution

Admin-defined matching rules flag likely duplicates the moment a record is opened, naming the exact fields that matched. Warn or block on save, whitelist legitimate near-matches, and merge confirmed duplicates through a guided wizard.

Capabilities

Everything you need to control duplicates

Every capability below is implemented in the module.

01

Real-Time Detection

Likely duplicates are computed live when a contact or lead form is opened, so a warning banner appears before anyone acts on bad data.

02

Configurable Rules

Define matching rules per model and choose which fields count — email, phone, name, and more — matching on any or all of the selected fields.

03

Contacts & Leads

Duplicate control covers both res.partner contacts and companies and CRM leads and opportunities, so one tool watches the whole CRM.

04

Field-Level Warnings

The banner names exactly which field(s) triggered the match — "based on: Email, Phone" — so users can judge a true duplicate in seconds.

05

Detect, Warn or Block

Set each rule to detect-only, warn, or block. Block mode stops a known duplicate from being saved — prevention, not just after-the-fact cleanup.

06

Guided Merge Wizard

Open the merge wizard from the warning, pick the master record to keep, and the rest are re-linked to it and archived — always under human confirmation.

07

Whitelist Exceptions

Mark a legitimate near-match — a parent company and its branch — as not a duplicate, and the pair stops being re-flagged for good.

08

Multi-Company Correct

Results are scoped to the companies each user is allowed to see, eliminating the false positives that plague duplicate tools in multi-company setups.

09

Text Normalization

An optional per-rule normalize step ignores case and whitespace differences, so "John@X.com" and "john@x.com " still match as the same value.

Workflow

How it works

1

Define Rules

Pick the model, matching fields, and whether to detect, warn, or block.

2

Get Warned

Open a contact or lead and a banner flags matches and names the fields.

3

Merge or Whitelist

Merge true duplicates into one master, or whitelist a legitimate pair.

4

Stay Clean

Block mode prevents new duplicates from entering the database.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Both contacts and companies (res.partner) and CRM leads and opportunities. You control the exact matching fields per model through the rules.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

CRM Duplicates Real Time Search

Real-time, multi-company-correct duplicate detection, prevention, and guided merge for contacts and CRM leads, built natively on Odoo.

Buy on Odoo App Store