YOUR CRM
CLEANS
ITSELF.
The Hygiene Agent runs continuously inside your CRM — updating contact roles when people switch jobs, filling missing fields from public data, deduping records, and flagging stale deals with a recommended next step.
Every B2B CRM is a graveyard of stale records — contacts who left their company two years ago, deals that haven't been touched in 90 days, duplicates created by a CSV import nobody remembers. Cleaning it manually is a quarterly project nobody owns. The Hygiene Agent does it continuously, in the background, with a written audit trail.
Replaces the work, not the rep.
- → Updates contact job titles and companies when people change roles (detected via public sources).
- → Fills in missing firmographic fields (industry, headcount, country) from public sources.
- → Detects and merges duplicate contact and account records.
- → Flags stale deals (no activity in 30/60/90 days) with a recommended next step.
- → Validates emails on schedule — flags hard bounces and catch-all risk for clean-up.
- → Logs every change with a written audit trail so managers can see what the agent did and why.
Step by step.
CONTINUOUS SCAN
The agent scans your CRM continuously — contacts, accounts, deals, fields. New imports get checked first; existing records on a rolling weekly schedule.
SAFE-TO-AUTO + REVIEW QUEUES
Confident updates (filling a missing country, normalising a phone format) apply automatically. Lower-confidence changes (a likely role change, a probable duplicate) land in a review queue for the rep.
AUDIT TRAIL
Every change — auto-applied or rep-approved — gets a one-line entry on the contact's timeline. You can roll back any specific change with one click.
What's inside.
ROLE CHANGE DETECTION
Spots when contacts move companies or roles by cross-referencing public sources — and updates the record (with a review for high-value contacts).
MISSING FIELD BACKFILL
Country, industry, headcount, website, LinkedIn URL — pulled from public sources to fill gaps in your CRM without any rep work.
DUPLICATE DETECTION
Fuzzy matching across name + email + company catches dupes that exact-match queries miss. Merge with one click.
STALE DEAL FLAGS
Deals untouched for 30/60/90 days surface with a recommended next step — close-lost, re-engagement sequence, or assign to nurture.
EMAIL VALIDATION
Hard bounces and catch-all-risk emails flagged on schedule, before they wreck deliverability.
AUDIT TRAIL
Every change logged with reason, source, confidence score, and a one-click rollback. Compliance-friendly by design.
Human ops team vs. the agent.
- · Quarterly clean-up project nobody owns
- · Stale records linger for years
- · Duplicates pile up over time
- · Manual CSV exports for clean-up
- · Email deliverability degrades silently
- · Hidden cost: ~10–20% of an ops hire
- → Continuous, in the background
- → Role changes detected within weeks
- → Caught and queued for merge as they appear
- → Done in-system, with audit trail
- → Hard bounces flagged on a schedule
- → $49/month, flat
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