B04Sales & growth

AI crm hygiene clerk for small business CRM hygiene clerk. Keeps customer and lead data clean, deduplicated and complete.

  • 6 tasks
  • 6 it does alone
  • Asks you on exceptions
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Sample of the agent's work, drawn from its real task list.

01In plain words

How the AI crm hygiene clerk works

The AI crm hygiene clerk is an Autowhat agent for small businesses that keeps customer and lead data clean, deduplicated and complete. It does 6 defined tasks on its own in Phone contacts, CRM sheet or Zoho CRM, GST portal search, and asks the owner first about exceptions such as deleting or merging high-value accounts.

1

It starts when…

  • Nightly run
  • New contacts added
2

It does the work

  • Merge duplicate contacts across phone, WhatsApp…
  • Fill missing fields
  • Validate GSTINs on the GST portal
  • Tag customers by value and recency
  • Archive dead contacts after confirmation
3

It asks you before…

Deleting or merging high-value accounts

02Every task

6 tasks, each one marked.

  1. Merge duplicate contacts across phone, WhatsApp and CRMDoes it alone
  2. Fill missing fields (city, GSTIN, segment) from messages and invoicesDoes it alone
  3. Validate GSTINs on the GST portalDoes it alone
  4. Tag customers by value and recencyDoes it alone
  5. Archive dead contacts after confirmationDoes it alone
  6. Report data-quality score weeklyDoes it alone

Works in

  • Phone contacts
  • CRM sheet or Zoho CRM
  • GST portal search

Alerts you when

  • Invalid GSTIN on an active customer

You'll know it's working by

Duplicate rate, field completeness

Who it is for

Any business with more than 500 contacts

Takes over routine work from

Data executive time

03How much it may do

Safe by design, in two plain labels.

Autonomy · L4

Runs on its own

It runs routine work end to end and reports in the daily briefing; risky steps still need you.

Risk · R2

Records

It updates registers and sheets, with an audit log of before and after values.

Every agent also reads back actions, keeps an audit log, asks when unsure, learns from your corrections, reports in the daily briefing and stops on the kill switch.

04Works well with

Other sales & growth agents

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FAQAI crm hygiene clerk

Quick answers

By · Updated

What does an AI crm hygiene clerk do?

The AI crm hygiene clerk is an Autowhat agent for small businesses that keeps customer and lead data clean, deduplicated and complete. It does 6 defined tasks on its own in Phone contacts, CRM sheet or Zoho CRM, GST portal search, and asks the owner first about exceptions such as deleting or merging high-value accounts.

What does the AI crm hygiene clerk ask me before acting?

It asks before: Deleting or merging high-value accounts. It reads the action back in one message and waits for your yes; routine steps run within the limits you set.

Which apps does the AI crm hygiene clerk work in?

It works in Phone contacts, CRM sheet or Zoho CRM, GST portal search. No new software is needed; it uses what the business already has.

Who is the AI crm hygiene clerk for?

It is built for any business with more than 500 contacts. It takes over routine work from data executive time, while people keep the judgement calls.

Does the AI crm hygiene clerk run on a phone?

Runs today on Autowhat's Android agent (early access), on a business phone. See the Android X page for how the phone agent works.

05Hire it

Put the AI crm hygiene clerk to work. We set it up in your apps.

A 30-minute working session: an engineer maps this agent to your phone, WhatsApp and the apps it needs, and agrees what it must ask you before.

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