Stop duplicate customer records for ops and finance

Operations coordinators adding contacts create duplicate customers in accounting, delaying billing and fulfillment. Check email and business name to create unique customers.

Overview

Duplicate customer records create billing and fulfillment friction for operations and finance. Matching incoming contacts by email and business name and only creating missing entries keeps customer records accurate, removes manual cleanup, and preserves an audit trail.

Notable Features

Check contacts by email and name
Create customer only when missing
Alert ops on potential duplicates