How do I install the Crm Hygiene skill?

Run npx skillmds@latest add infometa/crm-hygiene in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Crm Hygiene safe to use?

This skill has not completed SkillMD's automated safety review yet. Independent scanners report: SkillSpector: PASS, Skill Scanner: PASS. Capability flags: docs only. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Crm Hygiene?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Crm Hygiene free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Crm Hygiene?

infometa (@infometa) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Crm Hygiene by infometa — Agent Skill

Name: Crm Hygiene
Rating: 4.2 (5 reviews)
Author: infometa

File contents

CRM Hygiene

Clean up and maintain CRM data quality: dedupe contacts, audit deal stages, update stale records, and normalize formats.

Workflow

Scan for duplicate contacts
- Match by: exact email, similar name + same company, same phone number
- Categorize dupes: obvious (same email), likely (name + company match), ambiguous (similar name only)
Auto-merge obvious dupes, flag ambiguous ones for review
- Obvious dupes: merge automatically, keeping the most complete record
- Ambiguous dupes: present both records side-by-side for user decision
- Merge rule: retain the record with more recent activity; combine any unique fields
Audit deal stages
- Flag deals with no activity in 30+ days
- Flag deals missing key fields (close date, amount, contact)
- Identify deals in wrong stage (e.g., closed-won without signature date)
Update outdated records
- Contacts with no touchpoint in 90+ days: mark for re-engagement
- Companies with no active deals: flag for review
- Stale notes or activity logs: archive
Normalize data formats
- Phone numbers: 统一国内手机号 11 位 / 座机区号-号码格式；区分国际号码加 +86
- Email addresses: lowercase, trim whitespace
- Company names: 统一大小写，去掉公司性质后缀（"有限公司"/"股份有限公司"/"合伙企业"/"个体工商户"/Co., Ltd.）做匹配，但保留原始名称字段
- Deal amounts: 统一为人民币（¥），外币明确标注币种和汇率口径
- 微信/企微 ID：去重时把"微信号"作为关键字段比对（同一客户可能有多个手机号但微信号唯一）
Generate cleanup report
- Duplicates found / merged / flagged
- Stale records identified
- Data quality score (before and after)
- Ongoing maintenance recommendations

Output Format

## CRM Cleanup Report
- Date: ...
- Contacts scanned: [count]

## Duplicates
- Obvious (auto-merged): [count]
- Likely (merged): [count]
- Ambiguous (flagged for review): [count] — see list below

## Deal Stage Issues
- Stale deals (30+ days no activity): [count]
- Missing key fields: [count]
- Wrong stage: [count]

## Stale Records
- Dormant contacts (90+ days): [count]
- Inactive companies: [count]

## Actions Taken
1. Merged [X] duplicate contacts
2. Normalized [X] records
3. Flagged [X] for manual review

## Data Quality Score
- Before: [score]/100
- After: [score]/100

---name: crm-hygienedescription: CRM cleanup and maintenance: dedupe contacts, update stale records, normalize deal stages, and ensure data quality. Triggers on: clean CRM, CRM cleanup, duplicate contacts, CRM maintenance, CRM audit.--- # CRM Hygiene Clean up and maintain CRM data quality: dedupe contacts, audit deal stages, update stale records, and normalize formats. ## Workflow 1. **Scan for duplicate contacts** - Match by: exact email, similar name + same company, same phone number - Categorize dupes: obvious (same email), likely (name + company match), ambiguous (similar name only) 2. **Auto-merge obvious dupes, flag ambiguous ones for review** - Obvious dupes: merge automatically, keeping the most complete record - Ambiguous dupes: present both records side-by-side for user decision - Merge rule: retain the record with more recent activity; combine any unique fields 3. **Audit deal stages** - Flag deals with no activity in 30+ days - Flag deals missing key fields (close date, amount, contact) - Identify deals in wrong stage (e.g., closed-won without signature date) 4. **Update outdated records** - Contacts with no touchpoint in 90+ days: mark for re-engagement - Companies with no active deals: flag for review - Stale notes or activity logs: archive 5. **Normalize data formats** - Phone numbers: 统一国内手机号 11 位 / 座机区号-号码格式；区分国际号码加 +86 - Email addresses: lowercase, trim whitespace - Company names: 统一大小写，去掉公司性质后缀（"有限公司"/"股份有限公司"/"合伙企业"/"个体工商户"/Co., Ltd.）做匹配，但保留原始名称字段 - Deal amounts: 统一为人民币（¥），外币明确标注币种和汇率口径 - 微信/企微 ID：去重时把"微信号"作为关键字段比对（同一客户可能有多个手机号但微信号唯一） 6. **Generate cleanup report** - Duplicates found / merged / flagged - Stale records identified - Data quality score (before and after) - Ongoing maintenance recommendations ## Output Format ``` ## CRM Cleanup Report - Date: ... - Contacts scanned: [count] ## Duplicates - Obvious (auto-merged): [count] - Likely (merged): [count] - Ambiguous (flagged for review): [count] — see list below ## Deal Stage Issues - Stale deals (30+ days no activity): [count] - Missing key fields: [count] - Wrong stage: [count] ## Stale Records - Dormant contacts (90+ days): [count] - Inactive companies: [count] ## Actions Taken 1. Merged [X] duplicate contacts 2. Normalized [X] records 3. Flagged [X] for manual review ## Data Quality Score - Before: [score]/100 - After: [score]/100 ```

Frequently asked questions

Crm Hygiene