Specialized agents that keep your CRM clean
Quill's AI agents merge duplicate accounts, fix broken hierarchies, and fill in the fields your reps skip, so your forecast, your territories, and your AI agents work from records you can trust.
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Your forecast, territories, and AI all run on your CRM data
Everything that touches your CRM inherits its quality. Duplicates in your pipeline throw off the forecast, and territory and comp planning take a week of manual checks. AI makes it worse, because an agent pointed at a bad record gives a confident wrong answer, at scale.
- Name
- Parker Robotics
- Domain
- parkerrobotics.com
- Owner
- D. Reyes
- Type
- Customer
- Name
- Parker Robotics Inc.
- Domain
- www.parkerrobotics.com/
- Owner
- empty
- Type
- Prospect
- Name
- PARKER ROBOTICS, INC
- Domain
- parkerrobotics.io
- Owner
- M. Chen
- Type
- empty
- Name
- parkerrobotics.com
- Domain
- empty
- Owner
- deactivated user
- Type
- Lead
Most data hygiene tools are rigid. Quill's agents find and fix problems for you.
Quill CRM Hygiene is a set of specialized agents that find data quality problems in your CRM, propose fixes with the reasoning behind them, and clean things up as autonomously as you'd like.
An agent fleet that understands your business
Our agents learn how your business operates
Generic cleanup rules don't know that two similarly named companies are separate businesses, or that merging a customer record breaks your invoicing. Our agents learn from how your team uses the CRM and tune themselves to your objects, fields, and rules.
Self-healing, and more intelligent over time
Every approval, dismissal, and correction feeds back into your agents, so they get better the longer they run.
Agents with memory
Tell them once that two similar companies are separate, and they won't propose that merge again.
Backed by evidence
Each finding comes with evidence from your data and the web, and you approve the fix in one click.
Deduplicate companies
DuplicateTwo account records resolve to the same company. One is a paying customer, so this is a copy-and-archive rather than a merge.
- Primary
- Parker Robotics · parkerrobotics.com · Customer since 2023
0018c00002LmQrT - Duplicate
- Parker Robotics Inc. · www.parkerrobotics.com/ · Prospect, no owner
0018c00002PnWsK - Signal
- Exact domain match after normalizing, name stem identical
Copy the three fields that exist only on the duplicate (billing contact, employee count, source campaign) onto the primary, then archive the duplicate. The primary's record ID is preserved, so invoicing and ARR reporting are untouched.
Chase missing order forms
Missing documentA deal moved to Closed Won with no countersigned order form attached, and the amount on the record doesn't match the last approved quote.
- Deal
- Redline Freight, renewal, $412,000, closed 11 days ago
0064x00000ABcDe - Attached
- Proposal deck, unsigned MSA draft. No executed document.
- Mismatch
- Latest approved quote reads $438,500
Send the drafted note to the deal owner asking for the executed form and the correct value, flag the record as unverified revenue until it arrives, and re-check daily. Nine other closed deals this quarter are in the same state.
Fix parent and child hierarchies
HierarchySix accounts are subsidiaries of a company you already sell to, but all six sit as top-level accounts with no parent, so nothing rolls up.
- Parent
- Hill Group · $1.9M ARR · 4 open deals
- Children
- Hill Logistics, Hill Freight EU, Kestrel Haulage (acquired 2024), and 3 more
- Signal
- Shared registered entity and billing domain; two matched on acquisition records, not on name
Set Hill Group as parent on all six and leave the child records otherwise untouched. Account-level ARR and open pipeline roll up correctly afterward. One candidate was excluded: Hill Partners LLP is a separate legal entity with no ownership link, and the agent won't attach it without you saying so.
Fig. 1Pick an agent to see the fix it proposes. The companies and numbers are illustrative.
Built for your most common or most complex issues
We build custom agents for the exact problems in your data. Here's a sample of what they fix:
- Deduplicate companies
- Deduplicate contacts
- Deduplicate leads
- Deduplicate deals
- Match leads to accounts
- Resolve entities across objects and systems
- Fix parent and child hierarchies
- Chase missing order forms
- Fill in missing deal fields
- Backfill opportunity contact roles
- Capture fields from calls, notes, and emails
- Link stray calls, emails, and meetings
- Standardize picklists and field values
- Normalize domains and phone numbers
- Validate and standardize mailing addresses
- Remove bounced emails and dead numbers
- Flag stale and mis-staged pipeline
- Reassign orphaned records
- Clean and route inbound leads
- Match event lists and vendor files before import
- Retire unused fields and workflows
- Whatever else is broken in your data
Have another problem?
Book 15 minutes, tell us what's broken, and we'll build an agent for it.
We understand the nuances of your CRM
Merging accounts in Salesforce, companies in HubSpot, and records in Attio each work differently and break different things downstream. Our agents know how each platform works.
Salesforce
Leads live apart from accounts and contacts until they convert.
HubSpot
Companies, contacts, and deals are linked through associations.
Attio
Your own custom objects sit alongside companies, people, and deals.
On a different system?
We're always adding new ones, including Microsoft Dynamics 365, Pipedrive, Zoho CRM, Monday CRM, and Copper, and systems next to the CRM like billing, a data warehouse, or a support desk.
Decide how much autonomy your agents get
Most teams start by reviewing every change, then move their agents to auto-approval and later to full autonomy.
Approve everything
The agent researches, prepares the change, and waits for your approval. Nothing is written without your go-ahead.
Auto-approval rules
Changes that match your rules go through on their own. You set the rules by confidence, record type, and more.
Fully autonomous
The agent finds and fixes issues on its own and sends you a summary of what it changed.
Audited and traced
Every change, by an agent or a person, is logged. You can see the full edit history and undo any change made through Quill.
We do it for you, fully custom
We handle the audit, the agents, and the upkeep, so your team never has to run a cleanup project.
Full data audit
We run a complete diagnostic of your data and show you exactly what's broken.
Agents built for you
We build a set of agents for your exact issues, tuned to your objects, fields, and rules.
Clean forever after
Your agents keep running and catch new duplicates and gaps as they are created, so you never have to repeat the cleanup.
Clean your CRM before the next thing that depends on it
Bad records cost the most when a plan, a launch, or a customer conversation is built on them. These are the moments when teams bring us in.
Before territory planning
A duplicate or a missing parent puts the same company in two reps' books. Clean accounts first, and every account has one owner at launch.
Before an AI rollout
Agentforce, Claude, and AI SDRs act on whatever the record says. Fix the records before an agent reads them, and check what agents write.
Before a migration or merger
A migration moves your data problems into the new CRM. Clean the old data before you move it.
After two reps contact the same customer
It usually means one company has two records and two owners. Agents find the others before your customers do.
Guides for getting CRM data ready for AI
- How to get your CRM data ready for AI agents
- How to connect Claude or ChatGPT to Salesforce and HubSpot
- How to stop AI tools from breaking your CRM
- Why AI SDRs email the wrong people, including your own customers
- Agentforce data readiness: what to fix before launch
- How to measure CRM data quality: five metrics and a simple score
Clean event lists and bulk imports before they reach your CRM
Conference lists, vendor files, and spreadsheets from other tools arrive in a different format every time. Upload the file as you received it.
Quill's list import agent matches every row to your existing contacts and companies, including rows with no email or only a personal one, and flags uncertain matches for you to review.
Matched records update without overwriting values you trust, new contacts are attached to the right company, and every row is tagged with the event.
FAQ
What is Quill CRM Hygiene?
Quill CRM Hygiene is a CRM data hygiene platform: specialized AI agents that find data quality problems in your CRM, propose fixes with evidence, and clean things up as autonomously as you'd like.
What is CRM data hygiene?
CRM data hygiene is the ongoing work of keeping the records in your CRM accurate, deduplicated, and complete: merging duplicate accounts and contacts, fixing hierarchies, filling missing fields, and removing dead data. Most teams do it manually or not at all. Quill automates it with specialized agents that run continuously.
Who is Quill built for?
RevOps, Sales Ops, and GTM engineering teams who own CRM data quality. We also work with finance teams that report from the CRM, companies merging CRMs after an acquisition, and teams that want to deploy AI on their CRM without hurting its data.
When should we clean our CRM data?
Before the next thing that depends on it. The most common moments are before territory planning, before you give AI agents or assistants access to your CRM, and before a migration or merger. Another sign is two reps contacting the same customer, which usually means one company has two records and two owners.
How do we get started?
Book a 15-minute call. From there we run a diagnostic on your data and come back with the specific problems we found and the agents we'd turn on first. You see exactly what we'd fix before you commit to anything.
How is this different from a dedup tool?
Dedup tools match text against rules you write and keep maintaining. Our agents reason about the records: they can tell that two similarly named companies are different businesses, or that a merge would break your invoicing. They explain every fix, remember your corrections, and handle much more than duplicates.
What if an agent gets something wrong?
Dismiss it and tell it why. The agent remembers, so it won't make the same mistake again.
Can Quill clean an event list or vendor file before it's imported into HubSpot?
Yes. Upload the spreadsheet as you received it. Quill's list import agent matches each row to your existing HubSpot contacts and companies, including rows without an email, flags uncertain matches for review, and then updates or creates the records with the event tagged, without overwriting values you already trust. Our guides cover importing event leads and fixing HubSpot import problems.
Can you build an agent for a problem specific to us?
Yes. That's how Quill works: after your diagnostic, we build and tune agents for the exact issues we find, including ones not listed on this page.
What happens to our data?
Quill is built for security-conscious companies and regulated industries. We never train foundation models on your data, and are HIPAA and SOC 2 compliant. Details are on our security page.
See how much of your pipeline sits on bad records
It starts with a 15-minute call, then a diagnostic of your CRM. We show you the numbers, such as how many accounts have two owners and how much open pipeline sits on duplicate records, and then we build agents for what we find.
Prefer email? Reach us at hello@tryquill.com. We respond to every message personally.
Tell us what's broken
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