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A CRM full of duplicates is a CRM nobody trusts, and a CRM nobody trusts stops getting used.
• Merge duplicates on a schedule with HubSpot's duplicate management tool.
• Make the fields you need required on every form, and give every contact an owner.
• Set lifecycle stages with workflow rules, not by hand.
• Imports deduplicate on email; archive lists nobody uses.
Which of these is the messiest in your CRM right now?
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Duplicates are the messiest part in my experience too. One contact with three records and nobody knows which notes are current. Giving every contact an owner is the step most teams skip, and it shows.
Agreed, the owner field is the cheapest fix there is: once one person is accountable for a record, duplicates get merged instead of worked around. I also make email (and domain for companies) required on every form, so HubSpot's own dedupe has something to match on.
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