Currently, when creating a new lead in Workiz (via Genius Leads), the system does not automatically check if a client record with matching information (e.g., name, phone number, email) already exists in our database. This core functional gap means every new lead entry risks creating a duplicate client record, even for long-standing customers simply making a new inquiry. This isn't just a minor inconvenience; it fundamentally undermines the primary purpose of a CRM – maintaining clean, reliable, and efficient customer data management. The lack of lead validation creates significant operational problems (instead of being an AI solution its the opposite): Data Corruption: Our database inevitably becomes cluttered with duplicate entries, rendering reports inaccurate and eroding trust in our data integrity. Managing data health becomes a constant, manual struggle. (Ai is supposed to aide that, not undermine it.) Wasted Time & Resources: Staff waste valuable time manually searching for and attempting to merge duplicate records, time that should be spent serving clients or growing the business. Poor Customer Experience: Duplicate records can easily lead to fragmented communication histories, resulting in confused interactions and a less professional experience for our clients. Inefficiency: Workflows that rely on accurate client data (like dispatching, invoicing, and follow-ups) become inefficient and prone to errors when dealing with multiple records for the same client. Automatic duplicate checking upon data entry, especially for new leads which are a primary data source, is a foundational requirement for a CRM system focused on data management. Relying solely on manual checks is unsustainable and prone to error. And this is supposed to be the result of a "smart" solution. Honestly, the older version of genius leads worked a bit better (more ability to tweak the genius lead rules) but still created duplicates. We strongly urge the Product Team to prioritize implementing an automatic validation check during lead creation. The system should identify potential duplicates based on key fields (phone, email, name) and prompt the user to either merge the lead information with the existing client record or confirm the creation of a genuinely new client. This feature is critical for maintaining the data health essential to our operations and leveraging Workiz effectively (at a minimum).
