dakimmo.
EN
Start free (FR)

Finding duplicate contacts in the real estate CRM

By Dakimmo · Published on

In the real estate CRM, a duplicate candidate is two rows that share an email or a normalised phone number. It is a signal, not a merge done for you.

Steps

  1. Choose the email and phone columns in the header.
  2. Compare emails without regarding letter case.
  3. Compare phone numbers after removing spaces and punctuation.
  4. Reread each pair before you delete a row.

Example

“Samir” and “S. Benali” share a number once spaces are removed. Both rows stay in the file, with a flag. The agency asks Samir which record to keep.

A move to Dakimmo is scoped with the team from a file you prepare. Nothing is imported on its own, and this page adds no connection that is absent from the published catalogue. Capabilities are checked on a demo.

Files and metricsCleaning a contact spreadsheetSpreadsheet or CRMContacts and prioritiesContact CSV checker