crm-cleanup

Detects stale deals, duplicate contacts, and missing fields in CRM data and applies owner-approved fixes.

16|4|Updated Jun 15, 2026
One-click install
npx skills add https://github.com/ilyautov/small-business-ru --skill crm-cleanup-ilyautov
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: crm-cleanup
Source: https://github.com/ilyautov/small-business-ru/tree/main/small-business-ru/skills/crm-cleanup
Command: npx skills add https://github.com/ilyautov/small-business-ru --skill crm-cleanup-ilyautov

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? CRM data decays over time: deals go stale without activity, contacts get duplicated, and required fields stay empty, making the pipeline unreliable for decisions. This Skill audits the CRM, presents every finding for review, and applies only the corrections the owner explicitly approves. ## Core Features & Use Cases - Stale Deal Scan: Flags open deals with no activity in the last 14 days, showing stage, last activity date, linked contacts, and amount in RUB, with suggested next actions. - Duplicate Contact Detection: Finds likely duplicate contacts by matching email, phone, similar names, or same company, and displays both records side by side before any merge. - Missing Field Audit: Checks open deals and their linked contacts for empty required fields such as close date, amount, stage, email, and phone. - Use Case: A small business owner runs a monthly CRM hygiene pass, reviews a list of 12 stale deals and 5 duplicate contact pairs, approves updates for each, and receives a summary of every change with links to the affected records. ## Quick Start Ask the assistant to run a CRM cleanup across deals and contacts, review the findings, and approve the fixes you want applied.

Frequently Asked Questions about crm-cleanup

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I find and fix stale deals in my CRM?▼

Run a stale deal scan that lists all open deals with no activity in the last 14 days, showing stage, last activity date, linked contacts, and amount. You then approve actions per deal such as updating the next step, changing the stage, or closing it as lost.

How to deduplicate contacts in a CRM safely?▼

Detect likely duplicates by matching email, phone, similar names, or the same company, then review each pair side by side before merging. No merge happens automatically; you approve which record to keep and which fields to combine for every pair.

Can the cleanup delete CRM records automatically?▼

No, the workflow never deletes contacts, deals, or activities under any circumstances. If deletion is requested, it declines and directs you to perform deletions directly in the CRM interface.

What happens if the CRM connector is not connected?▼

The scan stops immediately because it requires the CRM as its data source. You are told to connect the CRM in the workspace settings or export deals and contacts to CSV, then rerun the cleanup.

Can I audit only deals or only contacts instead of everything?▼

Yes, the scope argument accepts deals for a deal-only audit, contacts for contact deduplication only, or all for both. The default scope is all when no argument is provided.