🔒 Pro
sales

CRM Hygiene & Account Context Agent

Keep the CRM clean: dedupe, fill gaps, log email activity, and keep a one-page context sheet per key account.

Use this skill when the CRM is messy, or reps spend an hour gathering context before calls.

Prerequisites & connectors

  • CRM API access (read first, write via approval batches)
  • Read-only email/calendar and billing (Stripe or QuickBooks) for context

🔒 Procedure locked

The setup, step-by-step procedure, templates, "Done when" test and updates come with Pro (early pricing).

See pricing