CRM Data Hygiene Agent
aka “Crm Keeper” in the catalogKeeps your CRM honest and your deals moving. Logs every call and email against the right contact, flags deals that have gone quiet, and drafts the next follow-up so nothing slips between the cracks.
- Interaction SyncWeekdays at 18:00
- Stale Deal SweepWeekly on Monday at 09:00
Category
Runtime
The CRM Data Hygiene Agent, on autopilot
Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.
- task #01Interaction SyncWeekdays at 18:00last run · completed
- task #02Stale Deal SweepWeekly on Monday at 09:00last run · completed
Weekdays at 18:00
Interaction Sync
Sync the day's interactions into the CRM. Scan email and calendar for any contact with an open deal that you talked to since the last sync (state in ~/state/crm-seen.json). For each, log the interaction against the righ…
Weekly on Monday at 09:00
Stale Deal Sweep
Find deals that have gone quiet. Using the cadence rules in ~/workspace/PIPELINE.md, list every open deal with no activity past its expected follow-up window, ranked by value and stage. For each, draft a short, specific…
What it delivers
A sample of what the CRM Data Hygiene Agent produces. Illustrative, with fictional data.
Interaction Sync · Weekdays at 18:00
Sync the day's interactions into the CRM. Scan email and calendar for any contact with an open deal that you talked to since the last sync (state in ~/state/crm-seen.json). For each, log the interaction against the righ…
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Keeps its own workspace
The agent maintains a persistent workspace between runs, so context carries forward instead of starting from scratch every time.
- 01Who you are, your business, and your delivery channel
- 02Your deal stages, follow-up cadence, and what counts as a stale deal
Deploy this template and Qoren provisions a dedicated, managed cloud environment: no Docker, VPS, or server upkeep. Tailor the persona, schedules, and tools, use the managed model key or bring your own, and the agent stays online with activity, usage, and spend in one dashboard.
How deployment worksSee pricing
- Category
- Sales
- Runtime
- Hermes
- Scheduled tasks
- 2
- Hosting
- Fully managed
CRM Data Hygiene Agent template questions
What does the CRM Data Hygiene Agent template do?
Keeps your CRM honest and your deals moving. Logs every call and email against the right contact, flags deals that have gone quiet, and drafts the next follow-up so nothing slips between the cracks. It runs 2 scheduled tasks on a managed cloud environment.
Which runtime does the CRM Data Hygiene Agent use?
It runs on the Hermes runtime in a dedicated cloud environment that Qoren provisions and keeps online for you.
How often does the CRM Data Hygiene Agent run?
On a schedule you control. Out of the box it runs weekdays at 18:00, weekly on monday at 09:00. You can change the cadence, or trigger it on demand.
Will the CRM Data Hygiene Agent do things without my approval?
No. It drafts and prepares the work, and you stay in control of anything that leaves your business. A reply, an invoice reminder, or a public post is written for your approval, not sent on its own.
What do I need to connect before it works?
Start from the template and connect the tools it needs, then set a model key: use the managed key included with your plan, or bring your own on any plan. The CRM Data Hygiene Agent runs on the Hermes runtime.
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