Risper CRM
DG
Demo Guest
Admin
Company Merge
Super Admin

Company Merge

Premium Installed

Clean up duplicate companies in seconds

Operations Installed
Overview

<p>Company Merge removes duplicate company records from your CRM, fixing data quality issues that slow down your team and skew your reporting.</p><p>Consolidate related accounts into a single record. <strong>All contact associations, deal history, and custom fields merge automatically</strong>—no manual data entry needed.</p><p>Use it once to fix legacy data, or run regular merges to keep your database clean as your business grows.</p>

📈 Proof of Impact Projected — based on typical results for teams like yours.
0%
Data-quality growth
0 hrs/week
Time saved across your team
💰
+0%
Revenue uplift · /yr
🤝
+0%
Client retention
+0%
Client score
👉 Drag to match your team — see your results Team size: 10 people
Who benefits: OperationsAdmin
Features
  • Merge multiple duplicate records at once
  • Preserve all contact and deal history
  • Redirect linked records automatically
  • Keep your data clean without manual work
  • Choose which field values to keep
How It Works
1
Create a merge group and add the two companies.
2
Select which projects or task boards to share.
3
Define which user roles from each company have access.
4
Users see shared items in their normal interface.
5
Dissolve the group to return to full isolation instantly.
Benefits
Collaborate across entities
Teams in two companies can work on the same project without needing a shared account.
Zero data leakage
Strict scoping ensures each company's users only see what they're permitted to see.
Scale multi-entity businesses
Support holding-subsidiary structures, joint ventures, and consortium projects.
No restructuring needed
Create or dissolve merge groups in seconds — no migrations, no data changes.
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