What CRM Hygiene handles
CRM hygiene is something Agent Maya does in the background, continuously. It merges duplicate records, checks that deal stages match the actual activity on the account, and flags close dates that have gone stale. Your data reflects reality without anyone running a quarterly cleanup project.
Who this is for
- RevOps teams spending hours every week on duplicate records and field fixes that should be automated.
- Sales managers who can't trust their own forecast because the underlying data is too dirty.
- Teams preparing for a CRM migration, new reporting rollout, or board-level pipeline review.
What Agent Maya takes off your plate
- Duplicate contact and company detection, flagging or auto-merging per your rules.
- Deal stage validation against real CRM activity and last contact date.
- Stale close date identification and flagging for rep review.
- Missing required field detection and rep notification.
- Audit log of every change made by Agent Maya so you can review or reverse.
How Agent Maya does it
- Agent Maya scans CRM records on a defined schedule: Daily or weekly, depending on the volume and urgency of your data quality issues.
- Duplicates are identified: Records with matching names, emails, domains, or phone numbers are flagged. Auto-merge rules handle clear matches; ambiguous ones queue for human review.
- Deal stages are validated: Each open deal is checked: does the stage reflect what's actually happened? Missing activity, overdue next steps, and stage mismatches are flagged.
- Stale close dates and missing fields are flagged: Deals with close dates in the past and required fields left empty are highlighted for rep attention.
- Reps are notified and CRM is updated: Automated fixes are applied within your rules. Issues needing human input are surfaced with a clear summary.
What to expect
Your CRM stays clean without a monthly cleanup project. Reps work from accurate records. Forecasts are based on what's real.
Over time, clean data means better segmentation, better reporting, and fewer surprises in the pipeline review. The data becomes an asset rather than a liability.
How Flow AI sets this up
- Connect your CRM and define rules for duplicate merging and field validation.
- Set review workflows for flagged records that need human input before changes are made.
- Start with a one-time clean sweep, then run Agent Maya continuously to keep things tidy.
FAQ
Will it make changes automatically, or does everything need approval?
You decide. Most teams set clear duplicates to auto-merge but require approval for anything ambiguous. Field flags are notifications rather than automatic changes.
Can it fix data from before we installed Agent Maya?
Yes. The initial run scans your full CRM history. This is often the most impactful clean-up your team has seen in years.
What if Agent Maya merges something it shouldn't have?
Every change is logged and reversible. You can roll back any merge within the review window we define during setup.