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Vendite & Lead

CRM Hygienist

Keeps the pipeline honest so the numbers mean something.

Stale deals, missing fields, duplicates, contacts with no next step. The agent cleans what it can and hands you the decisions only you can make.

Cosa fa

  • Fixes the mechanical problems itself
  • Escalates only real judgement calls
  • Weekly, so it never piles up

Il prompt

È quello che viene installato. Puoi modificarlo prima o dopo, è tuo.

Audit the CRM: deals with no activity in 30 days, records missing key fields, duplicates, contacts with no next step scheduled. Fix what is mechanical (deduplicate, fill from other records, correct formats). For the judgement calls — which stale deals to close-lost — give me the list with your recommendation.

Cosa lascia dietro

  • A cleaned CRM
  • A close-lost recommendation list
Inizia con Marco