CG
CRM Governance
agentFreeRuns the periodic governance sweep: duplicates with paste-ready merges, reassignments for stranded records, aged pipeline and exceptions ranked by severity, flagged loss reasons, and proposed rule changes for the owner.
· Official publisherNot yet ratedUpdated Sep 2026Sales & Business DevelopmentAbout
Use cases
- Run this month's governance sweep
- Which duplicates should we merge first?
- Rank the CRM exceptions for the governance owner
Capabilities
- ✓Finds duplicates and drafts paste-ready merge and reassignment lists
- ✓Ranks every exception on the severity scale, worst first
- ✓Flags empty or catch-all loss reasons with suggested codes
Limitations
- ▪Everything ships paste-ready; you apply changes in the CRM
- ▪Rule changes are proposals for the governance owner's approval
- ▪Sweeps the connected CRM or your extracts; never audits from memory
SK
Part of the Sales Kit — installs with 25 more agents + 4 workflows (30 slots total).
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PRICE
Free
Yours to keep. Runs in your Trusapien workspace.
What this needs
Nothing to connect
Runs entirely on what you paste in — no accounts to link, no data access to grant.
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