How does YP keep your CRM clean?
A CRM hygiene AI Employee that runs on a nightly schedule to merge duplicate contacts, fill missing fields from enrichment data, and flag deals that have gone stale. It posts a data quality summary and holds any bulk update over your threshold for a named human to approve before it writes.
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A CRM decays on its own. Duplicate contacts pile up from form fills and imports and split a company's history across two records, so the account owner sees half the story. Records come in with missing job titles, industries, and company sizes, which makes segmentation unreliable. Deals that haven't moved in weeks still count toward the forecast. It's the work nobody schedules, and left alone the pipeline reports drift away from reality until the sales team stops trusting the numbers. The usual fixes don't hold. A one time cleanup helps until the next import undoes it. A paid dedupe add on handles duplicates but not enrichment or stale deals. Asking reps to keep their own records tidy competes with selling and loses. The maintenance needs to run on its own, every night, without a person babysitting it.
On a nightly schedule the CRM hygiene AI Employee runs against your CRM with scoped access to it and your enrichment provider. It finds and merges duplicate contacts, fills missing fields from enrichment, flags deals that have gone stale, and posts a summary of what it changed. Any bulk field update above a set threshold stops for a named human before it writes.
See exactly how the work gets done.
Runs on a nightly schedule
A run fires once a night. Each run starts clean inside your own environment with the CRM and enrichment access a cleanup pass needs. It is one run, torn down when it finishes.
Carries your hygiene rules
Which fields are required, how it decides two contacts are the same record, what counts as a stale deal, and the merge rules to follow travel with it as a skill, updated as edge cases come up.
Connects to CRM and enrichment, with permissions you set
It reads and writes the CRM to pull contacts and deals, merge duplicates, and update fields; queries the enrichment provider to fill missing titles, sizes, and industries; and posts a short summary to Slack. Credentials stay in memory, never written to disk, never exposed to the model.
Bulk changes pause for a signature
It merges duplicates and fills individual gaps on its own, but a bulk field update over your threshold pauses for a named human's signature before it writes. A sweeping change across hundreds of records is reviewed first.
Reports every run
A run dedupes contacts, enriches what's missing, flags the deals that have gone quiet, and posts what it did: duplicates merged, fields filled, deals flagged. When a bulk change is pending, the summary says what's waiting and why.
Runs in your environment
Each run is isolated inside your own infrastructure; only the CRM and enrichment changes it's explicitly allowed to make leave it, and your data never leaves it.
Permissions you set
The CRM and enrichment credentials stay in memory, injected at run time, never written to disk, never exposed to the model or the logs.
Bulk changes pause for a signature
Any bulk field update over the threshold pauses for a named human before it writes. A sweeping change across hundreds of records is reviewed first.
A running record
Every run posts what it changed to Slack: duplicates merged, fields filled, deals flagged. The RevOps channel keeps a log of what changed and when.
You own the rules
The dedupe rules, required fields, stale deal definition, and thresholds are yours, versioned and changed on your terms, not in a vendor dashboard.
The pipeline reports stay closer to reality because the records behind them are maintained every night instead of in occasional cleanups. When a change is large enough to matter, a person sees it first, and the RevOps channel keeps a running record of what changed and when.
Nightly
Cleanup runs without anyone scheduling it
3 passes
Dedupe, enrichment, and stale deal flags in one run
Threshold gated
Large bulk changes reviewed before they write
Our free AI audit shows you where AI fits, what your security risks are, and gets your first AI employee working.
How do you draft a full RFP response without starting from scratch?
Parses each incoming RFP, drafts a full response from your vetted answer library and product docs, and flags every question it can't answer confidently. It drafts only and never submits.
×How do you walk into every renewal already prepped?
Surfaces every account 90/60/30 days from renewal with a usage packet and drafted outreach, and flags at risk accounts for the owner. It preps and drafts; the account owner sends, and it never touches price.
×How do you learn why deals are won and lost every week?
Reads closed deals from your CRM every week and posts the patterns by segment, competitor, price, and stage of death to Slack. Read only, one post per week, it never writes back.
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