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CRM Hygiene Agent

Your CRM records are deduplicated, merged and maintained, so the pipeline your leadership sees is the pipeline you have.

CRM Hygiene Agent

Deduplicates, merges and maintains your CRM records, so the pipeline your leadership sees is the pipeline you have.

Sales & CRM• Dedupe• Sync

Sales & CRM

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Ideal forSales and commercial teams working in a CRM

The problem

What this agent takes off your plate

CRM data decays quickly: duplicate accounts, stale contacts, missing fields and deals that never moved. Forecasts built on that data mislead, and sales teams stop trusting the system they are asked to update.

  • Duplicates merged under your rules
  • Missing fields completed from approved sources
  • Stale deals flagged to their owners
  • Every change logged

How it works

From messy records to a trusted pipeline

The agent scans the CRM on a schedule, merges duplicates under your rules, fills missing fields from approved sources, flags stale deals to their owners and archives what is no longer active. Every change is logged.

Running agent
Scheduled scanAccounts · contacts · deals
Find duplicates & gapsMatch rules · required fields
Merge & completeApproved sources · change logged
Flag stale dealsOwner · last activity
Uncertain mergeHeld for sales ops review
The pipeline matches reality

Why this agent

Deduplicates, merges and maintains your CRM records, so the pipeline your leadership sees is the pipeline you have.

Outcomes

  • Forecasts built on clean data
  • Fewer duplicate and stale records
  • Sales time spent selling
  • A CRM your team trusts

Connects to

  • Salesforce
  • HubSpot
  • Microsoft 365
  • Slack
  • Google Sheets

Writes back

  • Merged records
  • Completed fields
  • Stale deal alerts
  • Hygiene report
  • Dedupe
  • Sync
Owned outputs from your own data

Turn tangled operations into clean, owned automation.

Rasiya reads your enquiries, documents and policies, then runs the work across every department and writes back to the systems you already use. Your team keeps the exceptions. The agents take the rest.

Speak to an operator who knows your industry, within 24 hours.

See how Rasiya turns your operation's manual work into owned, running automation.

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