What do I need to use CRM Hygiene Sweep?

The CRM and the pipelines to sweep; What counts as stale; Deal owners, and who gets the summary; Whether duplicates should be reported.

Is CRM Hygiene Sweep free to use?

Yes — run it free in the browser playground (no API key needed for the sponsored trial, or bring any provider key), or install it into Claude Code, Cursor, ChatGPT and more via npx pm-claude-skills. MIT-licensed and open source.

CRM Hygiene Sweep

Q: How do I know the CRM Hygiene Sweep output is good?

The skill verifies itself against its own quality checks: Every issue cites the field and the date; Lists are per owner, highest value first; Suggested fixes are suggestions; nothing was edited; The summary includes the value at risk from past close dates.

🔵 Stable🕐 updated 2026-10-23 🔷 SkillSpec L3 pm-duet

Have a proactive agent sweep a CRM (HubSpot, Salesforce, Pipedrive) on a schedule for the things that quietly rot a pipeline: deals with no next step, close dates in the past, deals untouched for weeks, contacts with no owner, and duplicate records, reported per owner with suggested fixes a human approves. Use when asked to clean up my CRM, find stale deals, have Duet check HubSpot every week, which deals have no next step, or pipeline hygiene check. Produces the sweep rules, the per-owner list of issues with the evidence, the suggested fix per line, and the weekly summary numbers; it never edits, merges or deletes records itself.

▶ Run it free — no key needed 📝 Grade your existing draft ⬇ Add to Claude (works in Duet) 📱 Use as an app View SKILL.md ↗ What changed

🗣 Say this to your agent

“Clean up my CRM pipeline”“Which deals have no next step?”“Have my agent check HubSpot every Monday”“Find stale deals and duplicates”

What to give it

▸The CRM and the pipelines to sweep

▸What counts as stale — default: no activity for 21 days

▸Deal owners, and who gets the summary

▸Whether duplicates should be reported

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

✓Every issue cites the field and the date

✓Lists are per owner, highest value first

✓Suggested fixes are suggestions; nothing was edited

✓The summary includes the value at risk from past close dates

⚠️ What it refuses to do

Do not post one owner's list in a shared channel without agreement

Do not auto-close deals as lost

Do not treat "no activity" as dead without checking email activity logged elsewhere

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y -p pm-claude-skills pm-claude-skills-mcp

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="crm-hygiene-sweep"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

CRM Hygiene Sweep is one of 1326 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog