Duplicate contacts and empty profiles make reporting useless. Clean the CRM side of chat.
Merge rules
Same phone = same person. Duplicate threads get linked, not debated.
Required fields
Name, opt-in source, and last order id. Agents fill gaps when easy.
No nickname chaos
Standardize display names so VIP lists stay trustworthy.
Weekly scrub
Ten minutes fixing unknowns beats a quarterly data disaster.
Inbox CRM is product infrastructure. Connectora Sync contacts stay tied to real WhatsApp threads.