Audit CRM hygiene
Find open deals with missing, stale or inconsistent CRM data, ranked by impact.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
You run the RevOps Intelligence skill in Claude
- 2Context
The RevOps Intelligence skill reads Avoma meetings and scorecards through the Avoma agentic platform, plus your CRM (HubSpot or Salesforce) and Gmail
- 3Reason
Weigh each gap by deal stage and amount
- 4Act
Score each open deal on hygiene checks and list fixes by owner, returned in Claude
- 5Human judgment
Rep or RevOps decides what to fix first
Skill
Use the RevOps Intelligence skill in Claude to score each open deal on hygiene checks and list fixes by owner, with recommended next steps.
How this works
Shown for:
- 1Trigger
A new week begins or a field stays blank
- 2Context
An Avoma agent (Avoma agentic platform) watches CRM deal fields, last-activity dates, call and email evidence
- 3Reason
Weigh each gap by deal stage and amount
- 4Act
Score each open deal on hygiene checks and list fixes by owner, each time it's warranted
- 5Human judgment
Rep or RevOps decides what to fix first
Agent
Identify CRM hygiene gaps. The agent checks open deals for missing or outdated information, evaluates them against configured hygiene rules, and lists recommended fixes by owner.
What good looks like
CRM hygiene works as a weekly habit.
Check the fields your forecast depends on
Close date, amount and next step matter most.
Rank fixes by deal size and stage
Fix the deals that move the number first.
Send each owner their own list
Reps fix their own deals faster than RevOps can.
Customer stories
What teams say
The killer feature for us is the ability to customize the notes/summary structure and sync the notes directly to Salesforce. This along with auto scoring of calls is saving our team a bunch of time.
Seamless CRM integration makes your workflow effortless. The notes are automatically synced to Zoho, and recordings never expire, so your team can revisit and evaluate every conversation anytime.
The connection to Clickup and Hubspot saves us at least 5 hours week per project manager and it saves 10+ hours of wasted onboarding effort when launching a new client.
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