CRM cleanup agent
An agent that finds duplicates, fills in missing details and keeps your pipeline current, so your CRM shows what's really going on.
Most CRMs drift. The same company is in there three times, half the contacts have no phone number, and deals sit at the same stage for months because nobody updated them. Then the pipeline report can't be trusted, and people stop using it.
A CRM cleanup agent does the tidying nobody has time for, every day, and asks a person before it changes anything important.
What it does
- Finds duplicate contacts and companies and suggests which to merge
- Fills in missing details from your own emails and forms, and from the company's public website
- Flags deals that haven't moved in a while and asks the owner for an update
- Logs calls and emails against the right contact
- Keeps names, stages and fields in the same format
- Merges or deletes records only after a person approves
What stays with people
Merges, deletions, and anything that changes a deal's value or stage. The agent proposes; a person approves.
Who it suits
Sales teams and agencies on HubSpot, Salesforce or a similar CRM, where the data has drifted and the pipeline report no longer matches reality.
Where it fits by industry: AI agents for real estate offices, AI agents for agencies and consultancies.
How we start
A 30-minute discovery call. Tell me which CRM you use and what's wrong with the data today, and I'll tell you honestly whether an agent fits and what it would take.