CRM Data Hygiene Auditor

The problem this kills

Everyone agrees the CRM is "a mess," but nobody can say exactly how messy, where, or whose mess it is. Deals sit with no next step. Contacts have no email. Accounts have zero contacts attached. Records go stale for a quarter and quietly rot. So forecasts wobble, automations misfire, and the weekly answer is the same vague complaint - "the data's bad" - with no list anyone can actually act on.

The real problem isn't that the data is dirty. It's that dirtiness is never measured and never assigned. You can't fix what you can't see, and you can't hold anyone accountable for a problem that lives in a feeling instead of a list.

What you'll build

A small, private web app for your revenue ops / CRM admin team that:

• Imports your CRM exports - accounts, contacts, deals, and activities - as CSV or Google Sheet, with no API integration required.
• Runs your own rules checklist - required fields, staleness thresholds, ownership rules, "deal with no next step," "account with no contacts," "contact with no email" - all configurable to your fields and naming.
• Scores data quality per object type and per owner, and ranks every issue by impact (open revenue at risk, how stale the record is).
• Generates a prioritized "fix this" list for each owner - the exact records they need to clean, in priority order.
• Emails each owner their fix list via Resend, and tracks the quality score over time so you can show it improving.
• This is a read-only audit: it never writes back to your CRM silently. People fix records in the real system; the tool just tells them what and why.

What's inside the Implementation Plan

• A copy-paste runbook you hand to an AI coding agent (Claude Code) - you don't write any code yourself.
• It opens by interviewing you about your business - your CRM, your real field names, your staleness thresholds, your ownership and approval rules, your messy edge cases - and reads back a short tailored spec for your thumbs-up before it builds anything. The result fits how you run sales ops, not a generic template.
• Step-by-step build prompts, each one ready to paste, that stand up the database, the import, the rules engine, the scoring, the dashboard, and the per-owner email digest.
• A built-in "No API yet?" fallback so you can run the whole thing today from a spreadsheet export and get a clean CSV back out in the exact columns your system expects.

The governance it includes (this is the point)

• Login so only your team can open the tool.
• Row-level security so people only ever see their own organization's data.
• A complete audit trail - who imported what, who changed which rule, when, and what the scores were on every run.
• A hard human-in-the-loop approval gate: ops must review and approve any rule change before it affects scoring, and record owners review and fix their own flagged records in the source system. Nothing is written to your system of record automatically.
• Duplicate guards so the same issue (same record + same rule) is never listed twice in a run.

Who it's for

Revenue operations leaders and CRM admins who own data quality - and today have no systematic way to find problems, rank them, and put them in front of the person who can actually fix them.

You don't need to be a developer. If you can describe your CRM and your rules in plain English, you can build this. You've got this - paste the first prompt and let the interview tailor the rest.