Plauti Reviews & Product Details

Plauti Deduplicate gives a lot of control over how duplicates are found and merged. I could set up scenarios and merge rules, work with different record types, and run deduplicate jobs on both same-object (Lead to Lead, Contact to Contact) and cross-object (Lead to Contact) records. Plauti Support was helpful when I needed guidance on a cross-object conversion problem. Review collected by and hosted on G2.com.

There was a learning curve at the start, and cross-object deduplication was less straightforward than same-object. Merge rules have limits in cross-object conversions, so to keep a Lead’s extra phone, mobile and website values when converting to a Contact I needed a custom Convert Plugin. Records with incomplete data also would not merge (same object merging), so I had to check the completeness of the historical data first. Review collected by and hosted on G2.com.

I like that Plauti lives 100% inside of Salesforce. Review collected by and hosted on G2.com.

I don't like that different duplicates can show to different users for no reason and they weren't able to help us with it. What's really frustrating is that we had some people changes in our company, and our bill accidentally went unpaid. Instead of giving us any heads up, they just shut off access at the end of their day, so we couldn't reach them. There was no payment link, and it caused issues on saving any changes to all leads, opportunities, and accounts for our entire organization. We asked for a 1-day extension as our entire business was halted, and they told us no. We chose to uninstall and used the money that we would've paid them to get a custom solution built because giving money to a company that has no leeway for a one-day extension while we sort out the accounting mess is just insane. Review collected by and hosted on G2.com.

Three things particularly convinced us during deployment:

Native Salesforce Integration. Plauti runs as a Managed Package directly in Salesforce – no middleware, no external data flows, no separate login. For admins and end users, it feels like a natural part of Salesforce. The implementation went smoothly, with no significant user training required.

Transparent Licensing Structure. The pricing model is clear and predictable. No hidden per-record fees, no opaque credit consumption, no "talk to sales". A big plus for IT budget planning – the internal business case could be established cleanly and reliably.

It actually solves the problem. Our Salesforce environment has grown organically over many years, with a correspondingly high number of duplicates across accounts, contacts, and leads. Previously, we tried various approaches – native Salesforce duplicate rules, custom SOQL scripts, manual cleanup, other tools – and none achieved a reliable, scalable result. Plauti delivered exactly that: reliable fuzzy matching, flexibly configurable match scenarios, controlled merging at the field level, and mass deduplication at a quality we could trust. Review collected by and hosted on G2.com.

Honestly, there is little to criticize about the pure functionality – the tool worked as expected for us. What you should know in advance: Plauti provides you with very powerful tools, but the quality of the result depends on how carefully you define the match scenarios beforehand. So it's not a true "one-click deduplication" – you should invest time in configuration and testing with a small subset before the first mass run. This is not a product deficiency, but the nature of data quality – but anyone expecting a plug-and-play miracle should adjust this expectation. Review collected by and hosted on G2.com.

... Review collected by and hosted on G2.com.

... Review collected by and hosted on G2.com.

Straight to the point duplication management without the extras. Very affordable Review collected by and hosted on G2.com.

Requires a good understanding of how duplicates are found and how to resolve them. Review collected by and hosted on G2.com.

Seamless automations that work very well in deduping. Review collected by and hosted on G2.com.

Too many options can make it hard to figure out the right one. Review collected by and hosted on G2.com.

It makes the assigning of our inbound leads easy and fast. Review collected by and hosted on G2.com.

It does what it says it will. No complaints Review collected by and hosted on G2.com.

Easy implementation using the App Exchange.

The duplicate checker allows setting different duplicate scenarios that are configurable on a field level. They allow complex combination where Salesforce is lacking this functionality. Moreover, it allows us to control the creation and update of duplicate records. Review collected by and hosted on G2.com.

Although it is easy to use it can be challenging to fine tune the scenarios Review collected by and hosted on G2.com.

-Cross-field matching. I like that I can identify duplicates by comparing values across multiple fields on a given object, all within a single job. Many other tools do not support cross-field matching at all or only allow one cross-field pair per job.

-Ability to use multiple scenarios in a single job. I like that I can identify duplicates across multiple scenarios all within a single job, as opposed to running a separate job for each scenario.

-Displays potential duplicates to end users on view and edit pages. Duplicate Check comes with a custom component that shows the user potential duplicates based on the more elaborate matching rules that we are setting up in the app. The out-of-box matching and duplicate rules would not catch nearly all of these matches.

-Resources/documentation. Duplicate Check comes with a lot of articles, guides, and how-to videos to help you get up and running with the program.

-Ease of doing business. It was easy to set up a discovery call and demo for Duplicate Check compared to other tools I considered. Duplicate Check also had the quickest response time when it came to answering questions and issuing a quote.

-Helpful SDR. Linh Do was our SDR, and she is probably the best SDR I have worked with for any app. In addition to being prompt and clear, Linh did a great job understanding the details of our use case and tailored her demo to show how Duplicate Check could handle some of the trickier problems we would be facing.

-Pricing/nonprofit discount. I was concerned that Duplicate Check would be out of our price range, but the product was very affordable, especially with the non-profit discount. We will save much more on employee time than we will spend per year on Duplicate Check. Review collected by and hosted on G2.com.

There isn't anything I dislike about Duplicate Check. However, the tool is so capable and sophisticated that it might be difficult for a new admin or an also-admin to use. Review collected by and hosted on G2.com.

Duplicate Check does everything you would want from a duplicate management tool and then some. It's quick to set up, highly customisable, and allows you to tailor a perfect balance between what you want to happen automatically, and what you want to have a set of eyes on first. My favourite feature is the ability to set a value preference on a field-by-field basis - for example, on this [date] field, I want you to keep the latest value, but on this [date] field, I want you to keep the earliest value.

I once had an issue that Duplicate Check couldn't solve (because Salesforce doesn't support it, not because of a product short-coming), and rather than saying it couldn't be done, their support team went above and beyond and provided me with the code for a custom trigger that solved the problem. Review collected by and hosted on G2.com.

The pricing tiering could be a little more flexible - it makes big jumps at the top-end of record numbers. Review collected by and hosted on G2.com.