CRM Hygiene & Enrichment Agent for B2B & SaaS
A pipeline that reflects reality, not last quarter cleaned continuously.
Always cleanHow it works
Runs across your CRM to deduplicate, standardize, and enrich every record with firmographic and intent data automatically. Flags stale deals, fills missing fields, and keeps ownership accurate so your forecasts are built on data your reps actually trust.
The workflow
Every step below runs unattended. Your team is involved only where the system is designed to hand off.
- 01
Scan
Every record
- 02
Dedupe
Merge, standardize
- 03
Enrich
Firmo + intent
- 04
Flag
Stale deals
- 05
Sync
Back to CRM
Want this running on your stack?
A systems audit maps this against how your b2b & saas operation actually works, and scopes it as a fixed piece of work.
Request a systems auditAlso built for B2B & SaaS
Custom Internal Tools & Dashboards
The internal app you'd wait two quarters on engineering for live in weeks.
Cross-Tool Workflow Automation
A closed deal that provisions itself no manual handoffs between teams.
Client Onboarding & Provisioning
Every new contract, a tracked run from signature to kickoff without the chase.
Automated Ops & Pipeline Reporting
Board deck, pipeline review, and investor update assembled on schedule.