AI agents for CRM hygiene

Clean your CRM in days, not months.

AutoCleanCRM turns messy CRMs into a single source of truth using AI agents that delete junk, update stale fields, and de-dupe records automatically.

Review-before-apply Audit logs Guardrails + sandbox Least-privilege access

The cost of a messy CRM

Duplicates and stale data quietly break everything downstream.

Pipeline clarity

Forecasting becomes guesswork

Duplicate accounts inflate pipeline, and inconsistent stages hide reality.

Speed to lead

Routing fails silently

Wrong owners, missing fields, and bad territories slow down response.

Ops time

Manual cleanup never ends

Spreadsheets and one-off scripts turn into a recurring fire drill.

What the agents do

Three core actions, with guardrails, previews, and auditability.

Delete

Remove junk safely

Identify invalid, empty, or clearly unwanted records with allow/deny rules.

Update

Standardize and refresh

Normalize names, domains, industries, and lifecycle fields so your CRM stays consistent.

De-dupe

Merge duplicates

Detect duplicates, propose merges, and resolve field conflicts using your merge policy.

How it works

Connect your CRM, review recommended changes, then apply with confidence.

Connect

Authenticate with least-privilege permissions. Select objects to clean (contacts, accounts, leads).

Scan

Agents analyze duplicates, stale fields, and inconsistencies across your chosen objects.

Preview

See a before/after diff, confidence score, and the rule that triggered each action.

Approve

Approve actions in bulk, or review edge cases. Keep “never delete” and allowlist rules.

Apply + Monitor

Write changes back to your CRM, store audit logs, and schedule ongoing maintenance runs.

Measure

Track reduced duplicates, field completeness, and hygiene trends over time.

Pricing that scales with you

Credits-based plans. Yearly gives all credits upfront, ideal for a big cleanup plus ongoing hygiene.

Yearly saves 20%

Free

$0/mo

Explore the workflow and run a small sample scan.

  • 0 included credits (sample-only)
  • Preview mode + export recommendations
  • Basic merge policy templates

Team

$2,870/yr

For RevOps teams maintaining hygiene continuously.

  • 50k credits / mo (or 600k / yr upfront)
  • Review-before-apply + audit logs
  • Scheduled hygiene runs
  • Email support

Enterprise

Custom

For large CRMs and stricter security requirements.

  • Custom credits + volume discounts
  • SSO/SAML (optional) + RBAC
  • Data residency options
  • DPA + subprocessor disclosures

What is a credit? A credit is one record-level action: delete, update, or de-dupe. A merge typically counts as 2–3 actions depending on conflict resolution and field updates.

FAQ

Practical answers for RevOps and security teams.

Do you write changes back automatically?

No surprises. We default to preview with a before/after diff. You approve actions before any write-back. Ongoing runs can be configured with strict guardrails.

How do you avoid dangerous deletes?

We support allowlists, deny rules, and “never delete” policies by object, lifecycle stage, owner, and custom fields. You can also run in sandbox mode first.

Which CRMs do you support?

We can support popular CRMs via OAuth and API integrations. Tell us your CRM and objects, and we will confirm feasibility and scope.

What data do you process?

Only the CRM records required for cleaning, deduping, and enrichment. See our Data Processing Addendum for the processing scope and controls.

Can we use our own rules?

Yes. You can define merge policies, field standardization rules, and exceptions per object. We also provide templates that you can customize.

Ready to clean your CRM?

Email us and we will reply with recommended plan, estimated credits, and a quick walkthrough.