CRM Data Hygiene Agent
aka “CRM Keeper” in the catalog
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.
- Category
- Sales
- Scheduled tasks
- 2daily, weekly
- Runtime
- Hermes
- Works with
- HubSpotPipedriveGoogle SheetsGmailGoogle CalendarSlack
- Hosting
- Fully managed, always on
- Interaction SyncWeekdays at 18:00
- Stale Deal SweepWeekly on Monday at 09:00
- Mon
- 09:00Stale Deal Sweep
- 18:00Interaction Sync
- Tue
- 18:00Interaction Sync
- Wed
- 18:00Interaction Sync
- Thu
- 18:00Interaction Sync
- Fri
- 18:00Interaction Sync
The moment it happens.
The CRM Data Hygiene Agent does not wait for its next scheduled check. Connect a trigger and it starts the second the event arrives. Until you do, its schedule covers the same work.
Cal.com webhook
When: Booking created
Booked meeting logged against the right deal and its follow-up clock reset
Signed webhook
When: Deal stage changed
Follow-up clock reset for the new stage, and closed deals dropped from the chase list
How the CRM Data Hygiene Agent works
Every run reads from the tools you connect, works through its brief, and keeps what it learns in a persistent workspace, so context carries forward instead of starting from scratch.
Connect the ones you use. It works with what it has.
- Interaction SyncWeekdays at 18:00
- Stale Deal SweepWeekly on Monday at 09:00
Keeps in its workspace
- Who you are, your business, and your delivery channel
- Your deal stages, follow-up cadence, and what counts as a stale deal
A report after each run
Sent to your Slack, Telegram, or another channel you connect.
Drafts that wait for you
Anything that leaves your business is written for your approval, not sent on its own.
Answers in chat
Ask it about its work any time from the agent's chat in your dashboard.
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 01Weekdays 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…
About 5 runs a week
Task 02Weekly on Monday at 09:00
Stale Deal Sweep
Find deals that have gone quiet. Read ~/state/crm-seen.json first: a deal with a meeting booked ahead, a stage change that reset its clock, or a closed stage recorded by the triggers is not stale…
Once a week
What it delivers
Each run ends with a message in your channel. Here is the brief the CRM Data Hygiene Agent's first task works from.
CRM Data Hygiene AgentAGENTWeekdays at 18:00
Interaction Synccompleted
The brief: 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…
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
Product names and logos are trademarks of their respective owners, shown here to indicate what this template connects to.
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. It also reacts the moment something happens: booking created, deal stage changed, once you connect those triggers.
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.
Part of the GTM Engineer.
The GTM Engineer does this job and 5 more in one agent.
See how agencies use Qoren- Full-time hire · 6 duties
AI GTM Engineer
aka “GTM Engineer”
Pipeline built every weekday: leads researched, prospects audited, openers drafted, the CRM kept clean.
- Every form lead researched and scored within a minute of submitting
- A daily batch of prospects, each with a public signal audit and an opener
- People describing your problem online, with help-first replies drafted
- Friday: a pipeline report with what moved and what stalled
Reacts toForm submittedBooking createdWeekly on Friday at 15:10+7 more
+7Works with Tavily, Firecrawl, HubSpot, Pipedrive, Google Sheets, Gmail, Google Calendar, Apollo, Hunter, Crunchbase, X, Slack.8 tasks - Sales
Lead Capture & Qualification Agent
aka “Lead Catcher”
Every new lead researched, scored against your ICP, and written to the CRM within minutes
Reacts toForm submittedEvery 15 minutes on weekdays, 06:00 to 19:00+1 more
+1Works with HubSpot, Google Sheets, Gmail, Apollo, Hunter, Tavily.2 tasks - Sales
Social Listening & Lead Generation Agent
aka “Demand Scout”
People describing your problem, found daily across Reddit, HN, and X, with a help-first reply drafted for each, ready to post.
Weekdays at 07:00
Works with Tavily, Firecrawl, X, Slack.1 task
Deploy the CRM Data Hygiene Agent today.
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