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Free CRM audit skill for Claude Code

Get your CRM inspected

A free AI agent skill that grades your CRM data from 0 to 100 and ranks what to fix first.

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Sample inspection

See a sample inspection

Every count comes from your own data. Rates marked [exact] come from full-CRM counts, and rates marked [sample] come from a sample of your records.

claude ~ /crm-health-inspection
> /crm-health-inspection            ______________________________           |  DEPT. OF REVENUE OPERATIONS |\           |   CRM HEALTH INSPECTION UNIT | \______           |______________________________|_|  ___ \            (O)                   (O)      (O)       *screech*   ┌──────────────────────────────────────────────┐   │  UNANNOUNCED INSPECTION                      │   │  Inspector #0042 on premises.                │   │  Please step away from the merge button.     │   └──────────────────────────────────────────────┘Routine inspection. Nothing to worry about. Probably.Which CRM am I inspecting today? Salesforce, HubSpot or Attio?> SalesforcePulling the logbooks...   ── DISH PIT ── duplicates ─────────────────────   16/20  [████████████████░░░░]   Duplicate accounts........  31 / 2,000  (1.6%)  [sample]   Duplicate contacts........  44 / 2,000  (2.2%)  [sample]   Cluster 1  high    Acme Inc / ACME Corp                      same domain acme.io, matching name   Cluster 2  medium  Northwind Labs / Northwind Labs                      same name, one record has no domainSome of these plates are the same plate. Twice.   ── WALK-IN FREEZER ── staleness ───────────────   16/20  [████████████████░░░░]   Open deals past close......   61 / 610     (10.0%)  [exact]   Open deals, no activity....   49 / 610      (8.0%)  [exact]   Stale accounts.............  812 / 9,400    (8.6%)  [exact]Some of this has been in here since the last reorg.   (Prep Line, Front of House, Pantry Labels inspected)   ┌─ CITATIONS ISSUED ───────────────────────────────┐   │ 1. [MAJOR] Open deals past close date            │   │    61 of 610 (10.0%)                             │   │    Fix: update or close out each deal.           │   │ 2. [MAJOR] Contacts with no account              │   │    4,410 of 38,200 (11.5%)                       │   │    Fix: attach them by email domain.             │   └──────────────────────────────────────────────────┘   ╔═════════════════════════╗   ║   ┌─────────────────┐   ║   ║   │     ██████      │   ║   ║   │     ██   ██     │   ║   ║   │     ██████      │   ║   ║   │     ██   ██     │   ║   ║   │     ██████      │   ║   ║   └─────────────────┘   ║   ║  CRM HEALTH INSPECTION  ║   ║      SCORE: 84/100      ║   ╚═════════════════════════╝Grade B. Solid. A couple of citations away from an A.Fix the citations, then run /crm-health-inspection again. The inspector remembers.
What you get

A scorecard you can act on

  • A grade card and a rank

    A, B, C or closed, with a score from 0 to 100 and a rank.

  • Station thermometers

    Each of the 5 stations gets a score, with every check behind it and its count.

  • Citation tickets

    Up to 5 tickets ranked by severity, each with the count, the points it cost you, and the fix.

  • A re-inspection log

    Run it again after cleanup to see the change since your last grade.

5 stations, 20 points each

What the CRM audit checks

Station 1

Dish Pit

Duplicates and fuzzy matching

  • Duplicate accounts by domain, domain root and normalized name
  • Duplicate contacts by canonical email and name
  • Lookalike names flagged for review, never scored
Station 2

Prep Line

Completeness

  • Accounts missing an owner, domain, industry or headcount
  • Contacts missing an email or title
  • Open deals with no amount
Station 3

Walk-in Freezer

Staleness

  • Accounts and contacts with no activity in 365 days
  • Open deals with a close date in the past
  • Open deals with no activity in 90 days
Station 4

Front of House

Orphans and ownership

  • Contacts with no account
  • Accounts owned by deactivated users
  • Contacts owned by deactivated users
Station 5

Pantry Labels

Formatting and validity

  • Malformed emails and role inboxes like info@ and sales@
  • Freemail account domains and test records like 'asdf'
  • Names in ALL CAPS or all lowercase
The grade card

Your grade

A score from 0 to 100, plus citations ranked by severity

A
90 to 100
B
80 to 89
C
70 to 79
Closed
Under 70
Ranks

5 ranks from 0 to 100

Sample CRM: 84/100, Neighborhood Bistro. 6 pts to Michelin Kitchen.

  1. Level 1CLOSED

    Biohazard Bistro

    Under 50

    "Please step away from the merge button."

  2. Level 2CLOSED

    Greasy Spoon

    50 to 69

    "Stop routing leads in here until we talk."

  3. Level 3C

    Roadside Diner

    70 to 79

    "You're open, but I'd eat before coming here."

  4. Level 4B

    Neighborhood Bistro

    80 to 89

    "Solid service. A few citations from a star."

    Sample lands here
  5. Level 5A

    Michelin Kitchen

    90 to 100

    "Frame the grade card. Tell your CEO."

Badges

7 badges for a clean CRM

How it works

Install in 3 steps

  1. 1

    Install the skill

    Unzip it into ~/.claude/skills/ for Claude Code or ~/.grok/skills/ for Grok Build. Using Codex, Cursor, Copilot or another agent? Run npx skills add DefaultHQ/revopsskills --skill crm-health-inspection instead; the library README lists every agent's folder.

  2. 2

    Open your agent

    Open your agent in any folder on your machine. The report is saved to a local folder right there.

  3. 3

    Run /crm-health-inspection

    Type /crm-health-inspection and pick Salesforce, HubSpot or Attio.

If the Default MCP is connected, the skill uses it for Salesforce and HubSpot. Otherwise it uses the Salesforce CLI, a HubSpot private app token, or an Attio API key, and tells you exactly what is missing before it pulls anything.

Trust

Read-only by design

Read-only

It never creates, updates, merges or deletes a record. Ask it to fix something and it shows you the fix to make yourself.

Runs locally

The skill runs in your agent on your machine and writes its report to a local folder.

Your score stays put

Your score, citations and scorecard stay in a local report folder. Nothing is written to your CRM, and the skill uploads nothing.

Tokens stay in your shell

HubSpot and Attio tokens are read from your shell environment and never printed or written to a file.

More inspections are coming

The same library has 31 more RevOps skills. Each one works today as a guide in any AI agent.

Browse the library
The inspector points at you over a banner that reads: Next up: your pipeline.
FAQ

Questions about the CRM audit

  • A CRM audit checks the data in your CRM for duplicates, missing fields, stale records, orphaned records and bad formatting. The CRM Health Inspection runs those checks in your AI agent and turns them into a grade from 0 to 100 and a ranked list of fixes.

  • Salesforce Health Check scores your org's security settings. The CRM Health Inspection scores the records themselves: duplicate accounts and contacts, missing owners and domains, deals past their close date, contacts with no account, and malformed emails.

  • Yes. The skill is read-only: it never writes to your CRM, it runs on your machine, and the report stays in a local folder. HubSpot and Attio tokens are read from your shell environment and never printed.

  • No. It works with the sf CLI for Salesforce, a HubSpot private app token, or an Attio API key. If the Default MCP is connected, it uses that instead for Salesforce and HubSpot. To fix what it finds automatically, see CRM hygiene with Default.

  • A few minutes for most CRMs. It pulls a sample of your records (up to 2,000 per object) plus exact counts, then scores them.

  • Salesforce, HubSpot and Attio. Salesforce runs through the sf CLI or the Default MCP, HubSpot through a private app token or the Default MCP, and Attio through an API key.

  • Rates marked [exact] come from full-CRM counts. Rates marked [sample] come from a sample of your records. Duplicate matching always runs on the sample, and Attio has no count API, so every Attio rate is a sample.

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