crm-hygiene

name	crm-hygiene
description	CRM cleanup and maintenance: dedupe contacts, update stale records, normalize deal stages, and ensure data quality. Triggers on: clean CRM, CRM cleanup, duplicate contacts, CRM maintenance, CRM audit.

CRM Hygiene

Clean up and maintain CRM data quality: dedupe contacts, audit deal stages, update stale records, and normalize formats.

Workflow

1. Scan for duplicate contacts

   • Match by: exact email, similar name + same company, same phone number
   • Categorize dupes: obvious (same email), likely (name + company match), ambiguous (similar name only)

2. Auto-merge obvious dupes, flag ambiguous ones for review

   • Obvious dupes: merge automatically, keeping the most complete record
   • Ambiguous dupes: present both records side-by-side for user decision
   • Merge rule: retain the record with more recent activity; combine any unique fields

3. Audit deal stages

   • Flag deals with no activity in 30+ days
   • Flag deals missing key fields (close date, amount, contact)
   • Identify deals in wrong stage (e.g., closed-won without signature date)

4. Update outdated records

   • Contacts with no touchpoint in 90+ days: mark for re-engagement
   • Companies with no active deals: flag for review
   • Stale notes or activity logs: archive

5. Normalize data formats

   • Phone numbers: 统一国内手机号 11 位 / 座机区号-号码格式；区分国际号码加 +86
   • Email addresses: lowercase, trim whitespace
   • Company names: 统一大小写，去掉公司性质后缀（"有限公司"/"股份有限公司"/"合伙企业"/"个体工商户"/Co., Ltd.）做匹配，但保留原始名称字段
   • Deal amounts: 统一为人民币（¥），外币明确标注币种和汇率口径
   • 微信/企微 ID：去重时把"微信号"作为关键字段比对（同一客户可能有多个手机号但微信号唯一）

6. Generate cleanup report

   • Duplicates found / merged / flagged
   • Stale records identified
   • Data quality score (before and after)
   • Ongoing maintenance recommendations

Output Format

## CRM Cleanup Report
- Date: ...
- Contacts scanned: [count]

## Duplicates
- Obvious (auto-merged): [count]
- Likely (merged): [count]
- Ambiguous (flagged for review): [count] — see list below

## Deal Stage Issues
- Stale deals (30+ days no activity): [count]
- Missing key fields: [count]
- Wrong stage: [count]

## Stale Records
- Dormant contacts (90+ days): [count]
- Inactive companies: [count]

## Actions Taken
1. Merged [X] duplicate contacts
2. Normalized [X] records
3. Flagged [X] for manual review

## Data Quality Score
- Before: [score]/100
- After: [score]/100