CRM Data Cleanup

This skill turns a messy CRM export into a merge plan a human can check, plus files that are ready to import. It works the same way for any vendor, because every CRM exports CSV.

Duplicate cleanup usually fails in one of three ways. Exact-email matching misses most duplicates. Merging on shared inboxes like info@ fuses different people into one. And a merge overwrites good values with blanks, losing history that can't be recovered. Most CRM merges can't be undone, so this skill never merges anything itself. It plans, a human approves, and the CRM's own merge tool does the merging.

Files