Feature Requests

I think it would save a LOT of time if we could merge multiple duplicate leads that have all the same information vs having to merge all 20 profiles one by one. If we could just select a little box next to them and press "merge all" or something. Sort of the same concept as being able to delete multiple pictures or emails on a phone.

Expert user access to undo a merge. It doesn't happen often but sometimes when people are new or not paying close enough attention, they merge two profiles that are not actually the same person so it would be nice to have the ability to undo a merge

If a customer has more than one open deal on their record, we should have the ability to merge the information together into one deal (as long as they are the same deal) and not close one as dead, losing proposals and vehicle information. This divides the deals up and separates information. When sales managers and salespeople are working on deals from the internet department, there are so many times per day that a duplicate deal is opened. Unless I stumble across it and notice there are more than one active, open deal, these deals can get lost and negatively impact our records and percentages. If there is more than one open deal, that is just duplicated, on one customer record I would like the option to just merge the two together.

Do not count WORK phone # for duplicates. Multiple duplicates are often cued off of this data, unlikely to be the primary identifier of a customer.

As DriveCentric databases grow, many dealers are sitting on tens of thousands of orphan leads made up of duplicates, test records, and leads with no valid contact info. Right now, cleaning this up requires opening records one-by-one — which makes proper CRM hygiene nearly impossible at scale. What would help: A Duplicate Cleanup dashboard (email + phone matching) Bulk, rule-based cleanup for: Duplicates No contact info Test / junk leads The ability to archive or suppress bad leads (not just delete) Permission-controlled deletion with an audit trail A simple data hygiene report (duplicate rate, orphan count, etc.) Why this matters: Cleaner reporting & more accurate close rates Better source ROI visibility Faster CRM performance Less compliance risk Massive time savings for managers This would be a huge value-add for stores with large databases and long DriveCentric history. 👍 If this would help your store too, please like or comment so it gets visibility.

Use ONLY the first 5 digits of ZIP code. While 9 digits might migrate from external inputs, only 5 are needed for communication. Multiple duplicates are often cued off of this data, unlikely to be the primary identifier of a customer.

Ability to see leads that need to be merged without going into the deal completely.

Like being able to merge like customers, there should be an ability to merge deals that are under one customer/profile instead of having to kill them. That way they stop showing up in multiple stages in the pipeline, but it doesn't record as a killed/dead deal in the system.

Currently the system seems to only recognize possible duplicates on Name. Phone number and email should be higher priority data sets to determine duplicates than name. Names are constantly misspelled, and nicknames muddy up the database. Phone numbers should be merge points across all lead types and current customer data.

It would be nice if when merging customer you could add one as the Co app.