CRM HygienePlate № CRM
CRM Hygiene Agent
Cleans the mess in your CRM so automations actually work.
What this means
CRM hygiene is the ongoing work of de-duplicating records, standardising fields, and enriching data so segmentation and automation are reliable.
When you need this
Your reports don't match reality and your automations fire at the wrong people.
What the agent does
- §Finds duplicates
- §Standardises fields
- §Flags missing data
- §Suggests enrichment sources
What it needs from you
- ·CRM export or read access
What you get back
- ·Cleanup report
- ·Merge candidates
- ·Field standardisation plan
What it cannot do
- ×Cannot delete records without approval
- ×Cannot buy external data
Human approval required
Heavy review
We are upfront about this: every agent is a draft machine. The level above tells you how much editing to expect before publishing.
Related jargon
Related agents
Lead Qualification№ LEA
Lead Qualification Agent
Sorts the leads worth chasing from the ones that aren't.
- Outputs
- Scored lead list
- Difficulty
- Intermediate
- Approval
- Heavy review
- Run time
- ~10 minutes
KPI Report№ WEE
Weekly Report Agent
Writes the marketing report your boss actually reads.
- Outputs
- Weekly report (PDF/Notion)
- Difficulty
- Beginner
- Approval
- Light review
- Run time
- ~2 minutes