Eliminate Duplicate Enquiries Automatically

AI identifies duplicate leads by matching phone numbers, emails, and child names — even with spelling variations. Merge automatically or flag for manual review.

  • AI matching across phone, email, and child name
  • Fuzzy matching catches spelling variations
  • Auto-merge or flag for manual review
  • Prevent double-counting in pipeline reports
  • Merge history preserved for audit trail
  • Works on bulk imports and real-time captures

Sound Familiar?

  • Same parent appearing 3-4 times from different sources: AI detects and merges duplicates across all capture channels
  • Inflated pipeline numbers due to double-counting: Accurate funnel metrics with deduplicated lead counts
  • Multiple counsellors contacting the same parent: Single unified lead record prevents duplicate outreach

Complete Duplicate Detection Features

Everything you need to modernize your school's duplicate detection.

  • AI Matching Engine: Matches leads by phone number, email, child name, and parent name — even with typos and formatting differences.
  • Auto-Merge: Configure rules for automatic merging: exact phone match = auto-merge, fuzzy name match = flag for review.
  • Review Queue: Flagged potential duplicates appear in a review queue. Compare side-by-side and merge or dismiss.
  • Impact Dashboard: See how many duplicates were detected, merged, and how it affected your pipeline accuracy.
  • Merge History: Full audit trail of every merge — which records were combined, by whom, and when.
  • Import Dedup: Duplicate check runs during bulk imports. Prevents duplicates from entering the system in the first place.

Get Started in 4 Simple Steps

  1. Configure Rules: Set matching criteria and thresholds: exact phone match, fuzzy name match (80%+ similarity), etc.
  2. Auto-Detect: System scans every new lead and bulk import against existing records.
  3. Review or Auto-Merge: High-confidence matches merge automatically. Others go to the review queue for manual decision.
  4. Track Impact: Dashboard shows duplicates found, merged, and the impact on pipeline accuracy.

Frequently Asked Questions

How does fuzzy matching work?

The AI uses string similarity algorithms to catch near-matches — 'Riya Sharma' vs 'Riyaa Sharma', '+91 98765 43210' vs '9876543210'. You set the confidence threshold.

Can it handle duplicates from different sources?

Yes. A parent who submitted a website form AND a Facebook lead ad AND walked in at an event — all three will be detected and merged into one record.

What happens to data when records are merged?

The system keeps the most complete data from both records. All interaction history from both leads is preserved. The merge is logged in the audit trail.