CRM hygiene
5 processes, average 74% automatableCRM hygiene is keeping customer records accurate: merging duplicates, filling missing fields, tagging lead sources, closing dead deals and capturing form data cleanly. It is unglamorous and almost entirely automatable, and it decides whether every other automation in this Index works. Bad data in a CRM is automated into bad messages at scale.
| Process | Automatable today | Hours back / week |
|---|---|---|
| Form-to-CRM data capture | 8 | |
| Contact data enrichment | 12 | |
| Duplicate contact merging | 4 | |
| Lead source tagging | 4 | |
| Stale deal clean-up | 3.5 |