CRM hygiene & pipeline maintenance

On the schedule you choose, a RevOps agent audits your CRM for stale deals, duplicates, missing fields, and stage violations, scores pipeline health, ranks the leads to call, and drafts a side-by-side cleanup plan — then lands one approval where you approve changes per item.

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What it installs

Agents 1

  • RevOps Agent

    Keeps CRM data trustworthy and the pipeline honest by auditing against the data rules and proposing fixes for approval.

Workflows 1

  • CRM hygiene

    Audit records and stages, score the pipeline and triage leads, draft the cleanup plan, and hand off for per-item approval.

Documents 1

  • CRM data rules & stage definitions

    What a clean record and a healthy pipeline look like: dedup rules, required fields, freshness windows, stage entry/exit criteria, and the propose-don't-edit gates.

Goals 1

  • CRM clean and the pipeline trustworthy

    Keep CRM data trustworthy and the pipeline accurate enough to forecast from, on the chosen cadence.

Skills 5

  • crm-cleanup

    Run a CRM hygiene pass: scan for stale deals (no activity in the window), duplicate contacts (shown side by side), and missing required fields, then apply only what the owner approves per item — never deleting, auto-merging, or re-staging. Adapted from anthropics/knowledge-work-plugins/crm-cleanup.

  • crm-maintenance

    Keep the CRM current without the owner opening it: log activity from email and calendar context onto the right contact and deal, audit a deal against recent activity, and surface stale records — announcing every externally visible write before making it. Adapted from anthropics/knowledge-work-plugins/crm-maintenance.

  • pipeline-review

    Analyze pipeline health and produce a weekly action plan: score stage progression, activity recency, close-date accuracy, and contact coverage; flag stale, stuck, past-close, and single-threaded deals; and rank where to focus. Adapted from anthropics/knowledge-work-plugins/pipeline-review.

  • lead-triage

    Score inbound leads by engagement, company fit, urgency, and recency to produce a ranked 'call these first' list with talking points, drafting follow-ups and proposing slots — never sending, booking, or re-staging without approval. Adapted from anthropics/knowledge-work-plugins/lead-triage.

  • crm-hygiene

    Enforce stage definitions, next-step requirements, and data completeness across the pipeline: document entry/exit criteria and mandatory fields per stage, set aging thresholds and escalation triggers, and run a hygiene scorecard before forecast and exec reviews. Adapted from gtmagents/gtm-agents/crm-hygiene.

Schedules 1

  • CRM hygiene sweep

    Runs the CRM hygiene sweep on the schedule you choose.

Folders 1

  • CRM hygiene

Requirements

What this template expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Browser access to your CRM — The agent works in your CRM through its web interface in your browser and pauses for your approval before making any changes — it never deletes, merges, or changes a stage on its own. Until you connect it, it works from attached exports (deal and contact CSVs) and the relevant document.

Get started

Install CRM hygiene & pipeline maintenance and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.