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crm-auditor

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Automates CRM data quality audits and fixes.

Data & Analytics#validation#audit#crm#duplicates#data-quality#stale-leads
Authorekatasingh1107
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Data quality issues in CRM hinder accurate reporting and effective outreach. This Skill performs a comprehensive CRM audit to surface missing fields, duplicates, stale leads, invalid emails, and inconsistent formatting, then provides concrete recommendations to fix them.

Core Features & Use Cases

  • Complete CRM data audit across all configured tabs (e.g., Researched Leads, Outreach CRM, Inbound Leads) to surface data gaps.
  • Per-record completeness scoring and a global data quality grade to prioritize cleanup.
  • Duplicate detection (exact and fuzzy) and stale-lead identification with actionable remediation steps.
  • Generates a structured audit report with explicit fixes and optional integration via crm-writer for automated corrections.

Quick Start

Run the CRM Auditor against your CRM data using crm-writer to produce an audit report and recommended fixes.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: crm-auditor
Download link: https://github.com/ekatasingh1107/b2b-gtm-skills/archive/main.zip#crm-auditor

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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