# anysite-crm-audit

> Claude/Codex skill by [@anysiteio](https://omgskills.com/library/anysiteio/index.md) · 20 stars · Updated 2026-10-05

Read-only data quality audit of the connected CRM - field completeness per mapped property, duplicate candidates, stale records, enrichability estimate. Produces a report and a concrete fix plan, never writes anything - run it first when you don't yet know what's broken; the actual fixing happens in anysite-crm-enrich. Use when the user asks "what's the state of my CRM", wants a data quality report, duplicate check, or a safe first run after connecting a CRM. Requires an active CRM connection.

## Install

```sh
git clone https://github.com/anysiteio/agent-skills /tmp/agent-skills && ln -s /tmp/agent-skills/plugins/anysite-gtm/skills/anysite-crm-audit ~/.claude/skills/anysite-crm-audit
```

## From README

CRM Audit The safe first date with a user's CRM: read everything, write nothing, show what's broken and what enrichment would fix. Also the natural funnel into anysite-crm-enrich. Prerequisites Active CRM connection. No profile needed (works better with one — gap analysis follows the mapped fields). Flow Inventory Use properties filtering when you only need specific fields — the full schema is large. Then page through records: Audit scope: whole portal if small; else the working list + a stated sample. Say which. Analyze (all local — no further API calls) Completeness: % filled per mapped/target field (email, title, company, domain, industry, size, linkedinurl). Rank by gap size. Match-key coverage: how many contacts have email / linkedinurl / neither (the "neither" group is unenrichable and un-dedupable — flag it). Duplicate candidates: same normalized email; same domain with several company records; same person name + company. Candidates only — never auto-merge.

## Links

- HTML page: https://omgskills.com/library/anysiteio/agent-skills/plugins/anysite-gtm/skills/anysite-crm-audit/
- GitHub: https://github.com/anysiteio/agent-skills
- Author: [@anysiteio](https://omgskills.com/library/anysiteio/index.md)

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