I used to use Salesforce at another company and there was a third-party app that was really useful that went beyond a basic duplicate and merge feature that Salesforce Lightning lacked. I believe the app was called No Dups, there may have been other plugins integrated
But anyways, the feature was extremely useful for finding duplicates. You could set which fields/columns to find exact matches as well as you could search for keywords and even algorithmic searches of typos and you could set where the search would look for in one or more columns/fields. You could even search across different boards, like leads and contacts or leads and accounts. You could setup automations where if certain parameters were met, it would auto merge as well as any useful data the new item brought in. Says John Doe contact gets put in again same exact name, email address, company) but this time he has his location added for address or he got promoted recently and so he is now a new title at the company. Then it would merge that new contact to the existing. the existing would be kept but the new data would be added. As well as just pre-saved filtered searches you could set so ones a week you go through and merge any matching duplicates that were found for review.
Additionally, when you went to merge, you could select two or more matches to merge as well as pick which columns from each match to keep. So if you have 3 matches you selected to merge and if one column was data you wanted to keep from match 1 (Correct company name) but also in another column there is data you want to keep from match two (updated address), and then another column in a third column you wanted to keep that was from match 3 (correct industries they are involved in) you could select which to keep. Ans you had a “master data” of which one you wanted to keep that had all the connections to the other boards. So if you want to make sure when you merge an account item that if there are any deals or contacts related, you can merge them all to connect to one account and retain all the contact and deals associated with the other two account items.
Does MondayCRM have this or something similar? I tried the built-in one for MondayCRM but it’s very basic, there is the “Data Clean View” which works for now but very limited, and I looked at “Duplicates and Uniques” which was more advanced slightly but not enough for paying for.
So I was wondering if there is something that has a lot of these features?