Use case
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CRM Admin
CRM data enrichment and cleanup
Nex audits your CRM for the gaps that make CRM data enrichment necessary: duplicates, missing critical fields and stale records. It proposes each correction with its evidence, and nothing changes until you approve it.
The problem
CRM data quality decays quietly. Imports create duplicate companies, reps skip required fields, contacts change jobs and records go stale. Reports stop adding up, routing sends leads to the wrong owner, and a cleanup project lands on whoever runs ops. Doing it by hand means exporting to a spreadsheet, eyeballing near-matches and hoping a bulk update does not overwrite something a rep needed.
How the agent does it
Scan contacts and companies. On a schedule or when you ask, the agent scans the contacts and companies in your CRM.
Find the problems. It detects duplicates, missing critical fields and stale records that need attention.
Score evidence and severity. It rates how strong the evidence is for each issue and how much it matters.
Propose corrections. It proposes a fix for each issue and explains why.
Wait for approval. It does not merge, archive or overwrite any CRM record until you approve the change.
What you get
A CRM data quality audit of duplicates, missing fields and stale records
A severity and evidence rating for each issue
Proposed merges, field fills and archives with reasons
Approved changes written back to your CRM
Works with
HubSpot
Salesforce
Attio
Questions
Does Nex enrich records from a third-party data provider?
This agent is built for CRM data cleanup and hygiene. It finds missing critical fields and stale records and proposes corrections from the evidence it has, rather than buying data from an outside enrichment vendor. If you rely on a data provider, keep it; the agent catches what still falls through.
How do you clean up CRM data without breaking things?
By hand, you export records, look for near-duplicate names and domains, fill gaps and run a careful bulk update. The agent does the finding and explaining, and every merge, archive or overwrite waits for your approval, so a bad match never goes through silently.
How often should it run?
Run it as a scheduled CRM quality review, weekly or monthly, or ask for a hygiene audit before a big import, a routing change or a board report.
Which CRMs does it work with?
HubSpot, Salesforce and Attio. Click Deploy, connect your CRM and set the review owner. You start free with some free AI usage, and plans are $49/month after that, refundable within 7 days.
Hire this agent and see its first result today
Connect your tools, review what it prepares, and approve every change before it happens. Start free.