CRM data hygiene that stops depending on the people who hate updating it.

CRM data hygiene is keeping contact and company records accurate as reality changes — titles, employers, email addresses, who owns the relationship. Traditionally it means nagging people to type updates and running cleanup projects twice a year. Our version is AI agents that read the signature lines, calendar invites, and conversations where changes actually surface, and update the records themselves, with a person confirming anything uncertain.

HubSpot’s enrichment fills firmographic fields from its own database — industry, company size, location. It cannot know your champion changed jobs last week, because that happened in your inbox, not in its dataset. Our AI agents enrich from your team’s actual email and calendar, and the automation runs inside your HubSpot — so you keep both.

Different job. The sales process automation work covers logging meetings and drafting quotes — the seller’s clerical load. This page is record accuracy: titles, employers, and contact details drifting out of date. Both run on the same pattern — AI agents reading the systems your team already uses — and the sales process automation workflow is covered on its own page.

The pattern is CRM-agnostic. The AI agents read the inbox and calendar where changes surface and write back to whatever system of record you run — HubSpot, Salesforce, or a homegrown database. The update rules are encoded the same way either way, and you own them.

Only what you point them at. Scope is set mailbox by mailbox and folder by folder with your team — typically shared client-facing mailboxes first. Everything runs in your cloud environment, inside your security perimeter; the agents extract the change, not the correspondence, and every write is logged.

Low-confidence reads never write directly — they land in a review queue with the email or invite as evidence, and a person confirms in one click. Confident writes are logged against the rule that allowed them, so a mistake is traceable and the rule gets corrected. We stay on supervision after launch, tuning accuracy before scope expands.