Data cleaning

A clean HubSpot. Every fix waits for your yes.

Askling checks your CRM every week, prepares each fix and ranks it by the € at stake. Nothing changes until you click Confirm.

  • Max 10 records per change
  • Runs under your login
  • Never deletes CRM data
The problem

CRM data rots.

Reports, routing and the forecast all read the same records.

  1. It rots every week.

    Duplicates, missing fields, wrong domains and records owned by people who left.

  2. By hand, it is never finished.

    Find issues with lists and views, fix them record by record, start again next week.

  3. Agents write on their own.

    Generic AI agents change the CRM without asking. Your CRO wants clean data, not unsupervised edits.

What it checks

Five checks. Every week.

Each check finds one kind of rot, prepares the fix and puts a € figure on it.

  • Check 1 · Duplicates

    Guided merges

    Likely pairs arrive side by side, with the values to keep. A snapshot of both is saved before every merge.

    You confirm each merge

  • Check 2 · Domains

    Messy domains

    Wrong or messy website domains are fixed in batches. Every batch waits for your Confirm.

    Max 10 records per batch

  • Check 3 · Owner left

    Owners who left

    Records still owned by people who left are flagged with the € at stake. You decide who takes them over.

    Agents flag, people decide

  • Check 4 · Customer success

    Customer success hygiene

    Customers missing a health score or sentiment are listed. One click turns a finding into a task for the owner.

    One HubSpot task, nothing else

  • Check 5 · Fill rate

    Fill rate discrepancies

    A field that is usually filled for a segment, but missing on some records. Each gap comes with its € at stake.

    ExampleIndustry, Enterprise9 of 74 empty€168k at stake

Weekly checks, daily metrics. The checks run every week. Data quality is measured every day, new versus resolved, by category.

Fill rate discrepancies

Every gap comes with a price.

It knows which fields are usually filled for each segment. A gap becomes a tile with its € at stake.

  1. It finds the gap.

    Industry is usually filled for Enterprise companies. On 9 of 74, it is empty.

    65 filled9 empty
  2. It prices the gap.

    Those 9 records carry €168k at stake, so the tile lands on top of your inbox.

  3. You decide.

    Confirm the prepared fix, mark the gap as normal so it stops flagging, or ask the agent to find the cause.

Behind every tile, the same build flow. Nothing reaches your CRM without passing your step.

  1. Design
  2. Build in draft
  3. Automated test
  4. Review
  5. You approve
  6. Applied
  7. Logged
Try step three

Open the tile.

One finding from a fictional portal. Confirm it, then roll it back from the logbook.

Mouse or keyboard. Esc closes the popup.

Nothing in this demo talks to a server.

Data quality 3 Enrichment 0
Agents ON
Decision inbox3 open
Duplicates · Companies

7pairs

merge ready€41k
Domains · Companies

31messy

fixed in batches€6k

Only the first tile opens in this demo. All data is fictional.

Industry · Enterprise

Industry missing on 9 of 74 records

High priority€168k at stake

Why it was flagged. Industry is usually filled for Enterprise companies. On these 9 it is empty. The enrichment routine proposes a value for each.

Proposed change: 9 records, 1 field
CompanyNowProposedConfidence
Kestrel AnalyticsemptyLogisticsHigh
Halden SystemsemptyManufacturingHigh
Orchard PayemptyFintechHigh
Lumen FleetemptyLogisticsLow
Tidepool HealthemptyHealthcareHigh
Marlow LearningemptyEducationHigh
Fernbrook SecurityemptyCybersecurityLow
Quarry CloudemptyInfrastructure softwareHigh
Bellweather PeopleemptyHR softwareLow
  • Only Industry changes. It is on the allowlist.
  • Current values are read again just before writing.
  • Runs under your own HubSpot login.
  • Logged with a rollback line. Nothing is deleted.

Logbook

Finished items, newest first.

Nothing here yet. Confirm the tile to see it land here.

    Guided merges

    Two records, one company. You confirm.

    Likely duplicates arrive as a pair, with the values to keep already picked. Change any of them, then confirm.

    • A snapshot of both records is saved before every merge.
    • Every merge is logged with a rollback line. It never deletes CRM data.
    • Paying customers and open opportunities are read only for agents. Those pairs are flagged for you.

    Try it. Pick the values, then confirm the merge.

    Duplicate pair 1 of 7Companies
    Record A Halden Systems halden.example 14 contacts · 2 deals
    Record B Halden Systems Ltd haldensystems.example 3 contacts · 0 deals

    The merged record keeps

    Name
    Domain
    IndustryManufacturing only A has a value
    Contacts and dealsAll 17 contacts, all 2 deals
    Not merged

    A snapshot of both records is taken first.

    Notify the owner

    One finding, one task. Nothing else.

    A finding about an account becomes one HubSpot task for its owner, with one click.

    • One HubSpot task, for the owner
    • No email
    • No Slack
    • Nothing else

    Try it. Nothing in this mock talks to a server.

    FindingCustomer success check

    Brightwater Freightbrightwater.example

    Health score: empty

    Customer account. Owner: Dana Okafor.

    Nothing sent yet

    One click creates one task.

    Learning loop

    Your corrections become rules.

    Every correction you make becomes a proposed rule change. You approve it, it is applied with a test case, and you can undo it.

    Lessons you approve

    Try it. Approve the lesson, then undo it.

    Lesson 14From your correction

    Your correction

    You marked Industry missing on Public sector companies as normal.

    Proposed rule change

    BeforeFlag Industry when it is empty.

    AfterFlag Industry when it is empty, except for Public sector.

    Test case

    Hollins Council hollins.example, Industry emptyNot flagged

    Lesson 14 · proposed

    Not applied. Nothing changes until you approve.

    Daily reports

    Data quality trends every day: new versus resolved, by category.

    Data quality · last 7 daysUpdated daily
    New versus resolved findings in the last 7 days, by category. Illustrative data.
    CategoryNewResolved
    Missing fields 31 24
    Duplicates 12 15
    Domains 8 14
    Customer success 6 5
    Owner left 4 6
    Total6164

    Open findings down 3 this week.

    Illustrative data. Every record, lesson and number is fictional.

    It remembers. Every conversation is saved and summarised, so the agent picks up where it left off.

    Control

    Ten records. Your login. Your yes.

    Every fix is small, exact and logged. These limits hold on every change.

    Agents ON

    Agents and the nightly job are running.

    Try it. In the product, one checkbox pauses every agent and the nightly job.

    • Max 10 records per change

      A prepared change touches 10 records at most. Bulk changes are tested on 10 first.

    • Allowlisted fields

      It can only write the fields on the allowlist.

    • Values read again

      Current values are read again just before writing.

    • Runs under your login

      Your Confirm runs the change as you, like editing the record by hand.

    • Protected records

      Paying customers and open opportunities are read only for agents.

    • Audit log with rollback

      Every production change is logged with a rollback line. Nothing is deleted.

    Every control in plain words

    Internal pilot

    What the internal pilot shows.

    Rounded figures from our own internal pilot. No customer names.

    • 100+ Data gaps in week one Surfaced in the first week, each with its € at stake.
    • 1 to 2hours From design to live Agent time for a new page release.
    • Every Release tested first Each one passed its tests before it went live.
    • Runs in production today, on our own HubSpot.
    • No time saved figure. We quote only what the pilot counted.
    • No customers named. No logos, no ratings.
    Coming soon

    Planned, not live yet.

    • Coming soonSlack and Teams notificationsToday a finding becomes one HubSpot task. Slack and Teams are planned.
    • Coming soonYour own HubSpot portalConnect your own portal with OAuth.
    • Coming soonYour own Claude accountRun the agents on your own Claude account or workspace.