CRM Hygiene
Audits your CRM daily, flags stale records, merges duplicates, and keeps data accurate without a weekly cleanup sprint.
// the problem
CRM data decays faster than anyone maintains it. Contacts change jobs, deals sit in stages they left six months ago, emails bounce on records that look active, and duplicates pile up from import mismatches. The team starts treating the CRM as unreliable, stops logging activity, and eventually the pipeline numbers are fiction. CRM hygiene runs a daily audit against your contact and deal records, checks email validity, flags deals with no activity past a configurable threshold, identifies likely duplicates by email domain and name proximity, and surfaces a triage list. Nothing is deleted automatically. A clean summary goes to the owner each morning with the actions queued and ready to confirm.
what changes
- Stale contacts and stuck deals surface daily, not when someone notices the pipeline is wrong
- Duplicate pairs are flagged with a merge recommendation, not auto-deleted
- Pipeline stage accuracy improves because the audit catches drift before it compounds
- Triage list is ready for a 10-minute morning review, not a full cleanup sprint
// how it works
The mechanism, end to end. Each step is logged so you can see what the agent did and why.
// surface area
connects to
- HubSpot
- Pipedrive
- Salesforce
- Apollo
- Slack
writes back to
- HubSpot / Pipedrive contact and deal tags (stale, duplicate-candidate, stuck)
- Supabase audit log (record id, issue type, recommended action, date)
all writes are logged to the audit trail
// works for
CRM Hygiene is built to run inside any of these business types. The same agent, wired into your stack.
// ready to scope the build?
See CRM Hygiene run on your workflow.
Book a 15-minute audit call. We map your real workflow against what this agent handles, scope what gets built and what it connects to, and you leave with the math. No pitch, no obligation past the call.
15 minutes, no deck, just the working machine.