Crm Hygiene

This audits your CRM data by checking for missing required fields, inconsistent values, duplicates, and stale records across leads, contacts, accounts, and opportunities. You'd run it before quarterly reviews, after migrations, or when your automation starts breaking because of dirty data. It generates prioritized cleanup reports that separate critical issues (missing owners, logic errors like "Closed Won" with a loss reason) from warnings (deals with no activity in 45 days). The methodology pulls from Salesforce best practices and RevOps frameworks, focusing on completeness, consistency, accuracy, and timeliness. It won't fix your data automatically, but it'll tell you exactly what's broken and in what order to fix it, which is honestly the hard part.

skills.sh installs: 238
GitHub stars: 150
last updated: Aug 21, 2026

View on GitHub

Install

$ npx -y skills add guia-matthieu/clawfu-skills --skill crm-hygiene --agent claude-code

Installs into .claude/skills of the current project.

Files

CRM Hygiene

Systematically identify and resolve data quality issues in your CRM to improve forecast accuracy, reporting, and automation reliability.

When to Use This Skill

Quarterly CRM audits
Before major reporting periods
When automation workflows fail
After team changes or migrations
Preparing for CRM integrations

Methodology Foundation

Based on Salesforce Data Quality Best Practices and RevOps Co-op Data Governance frameworks, focusing on:

Completeness (required fields populated)
Consistency (standardized values)
Accuracy (correct and current data)
Timeliness (recent updates)

What Claude Does vs What You Decide

Claude Does	You Decide
Defines audit criteria	Which fields are required
Identifies data issues	Priority of fixes
Categorizes problems by type	Who owns cleanup tasks
Suggests remediation steps	Automation vs manual fix
Creates cleanup reports	Enforcement policies