CRM Cleanup

/crm-cleanup

Run a CRM hygiene pass -- stale deals, duplicate contacts, missing fields -- and draft the exact updates to apply. Also handles the "stop doing data entry" cases: turning an email thread or meeting into a clean CRM activity log entry.

Usage

/crm-cleanup $ARGUMENTS

What I Need From You

Zeplik chat has no live CRM connectors, so paste or upload an export from your CRM (HubSpot, Salesforce, Pipedrive, a spreadsheet -- any format):

• For a hygiene pass: open deals with stage, amount, close date, last activity date, owner, and associated contacts; plus a contacts export with name, email, company, phone
• For activity logging: the email thread or meeting notes you want captured, and the deal or contact it belongs to

Tell me the scope: deals only, contacts only, or all (default).

Workflow

Step 1: Scan for stale deals

1. Flag open deals with no activity (email, call, meeting, note) in the last 14 days.
2. For each: deal name, stage, last activity date, amount, associated contacts.
3. Propose an action per deal: draft a next-step, suggest a stage change, add a note, or recommend close-lost.

Present the full stale-deals list before drafting any changes.

Step 2: Scan for duplicate contacts

1. Identify likely duplicates: same email, similar names, same company plus similar name.
2. Show each duplicate set side by side: name, email, company, deals, last activity.
3. Propose which record to keep as primary and which fields to merge into it.

Step 3: Scan for missing required fields

1. Open deals missing: close date, amount, stage, associated contact, next-step notes.
2. Contacts on open deals missing: email, company, phone.
3. Output a table of records and what is missing, filling values where the pasted data makes the answer evident (marked as inferred, for your confirmation).

Step 4: Activity logging (when asked)

• From an email thread: draft an activity entry titled with the thread subject and a concise summary (not the full thread), timestamped to the latest message.
• From a meeting: draft a call log with title, duration, attendees, and key points.
• Resolve which deal it belongs to in this order: the one you named, the contact's only open deal, or a fuzzy match against the subject or meeting title -- confirmed with you before finalizing. Never invent a new deal unprompted.

Step 5: Deliver the change list

A copy-ready worksheet of every proposed change, formatted as current value -> proposed value, grouped by record, so you can apply approved items in your CRM in one pass.

Guardrails

• Never propose deleting records -- contacts, deals, or activities. Archive or mark, never destroy.
• Stage changes and close-lost are flagged, never assumed -- even when the evidence is strong, they are proposals for your call.
• Duplicates are shown side by side, decided pair by pair -- no blanket merge recommendations.
• Every change shows a diff -- current vs proposed, so nothing lands silently.

Output

CRM Hygiene Pass -- [date]

Stale deals: [n] flagged | Duplicate sets: [n] | Records missing fields: [n]

[Findings tables, then the change worksheet]

Summary: X deal updates proposed, Y merges proposed, Z fields to fill.

Tips

1. Run it before pipeline reviews. Clean data first; analysis on dirty data flags ghosts.
2. 14 days is the default staleness window -- tell me if your sales cycle warrants 7 or 30.
3. Small exports work fine. Even pasting the ten deals you are worried about gets a useful pass.