Sales
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.
Qoren environment
crm-keeper-agent
deploy crm-keeper --runtime managed
schedule tasks --timezone workspace
✓ agent online · monitoring
What it does
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.
Weekdays 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 (state in ~/state/crm-seen.json). For each, log the interaction against the righ…
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 (state in ~/state/crm-seen.json). For each, log the interaction against the righ…
last run · completed
Weekly on Monday at 09:00
Stale Deal Sweep
Find deals that have gone quiet. Using the cadence rules in ~/workspace/PIPELINE.md, list every open deal with no activity past its expected follow-up window, ranked by value and stage. For each, draft a short, specific…
Stale Deal Sweep
Find deals that have gone quiet. Using the cadence rules in ~/workspace/PIPELINE.md, list every open deal with no activity past its expected follow-up window, ranked by value and stage. For each, draft a short, specific…
last run · completed
Example output
What it delivers.
A sample of what the CRM Data Hygiene Agent produces. Illustrative, with fictional data.
Interaction Sync · Weekdays at 18:00
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 (state in ~/state/crm-seen.json). For each, log the interaction against the righ…
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Memory
Keeps its own workspace.
The agent maintains a persistent workspace between runs, so context carries forward instead of starting from scratch every time.
- 01Who you are, your business, and your delivery channel
- 02Your deal stages, follow-up cadence, and what counts as a stale deal
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.
Category
Sales
Runtime
hermes
Scheduled tasks
2
Hosting
Fully managed
FAQ
CRM Data Hygiene Agent template questions
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.
Works well with
Templates that pair well with this one.
Deploy it alongside these to cover the whole workflow.
Deploy the CRM Data Hygiene Agent today.
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