New Odyssey

Data Hygiene Agent

Keep every CRM record clean and current

CRM suite
pegasus · Data Hygiene Agent
governed by CIP

Data Hygiene Agent · CRM suite

  1. Connected to Salesforce, HubSpot, Dynamics 365
  2. Duplicate detection
  3. Automated field standardization
  4. Record enrichment
  5. Continuous decay monitoring
  6. policyMerges and corrections are logged with the before and after values.

doneDeployed with the CRM suite

Illustrative sample

The Pegasus impact

The Pegasus Data Hygiene Agent helps revenue operations teams restore trust in CRM data by detecting duplicates, standardizing fields, enriching records and monitoring decay, on whichever CRM you run.

Your CRM data is unreliable. Duplicate records multiply, fields are filled in a dozen different ways, and records go stale without anyone noticing.

CRM platforms supported through Merge
30+
Specialized agents in the CRM suite
4
To deploy, from connected systems to go-live
4 weeks
Of hypercare after launch
30 days

Capabilities

AI does the volume. Humans keep the judgment.

01

Duplicate detection

Match records that describe the same company or contact, and propose them for merging.

RecordsPossible duplicatesReview4 matched · 2 for review

02

Automated field standardization

Bring fields entered a dozen different ways to one format, with the change shown.

BeforeAfter2 differences · 3 aligned

03

Record enrichment

Fill in missing details, so segments and routing rules have something to work with.

IndustryCompany sizeJob title

04

Continuous decay monitoring

Detect records going stale as it happens, not at the next clean-up project.

Normal rangeDecay detectedRecord freshnessTime

Systems connected

Connected to the systems you already run.

Works across any CRM via Merge: Salesforce, HubSpot, Dynamics 365, Pipedrive, Zoho and 30+ more.

  • Salesforce
  • HubSpot
  • Dynamics 365
  • Pipedrive
  • Zoho

Governance built in

Human-in-the-loop control, with every action audited.

  • Merges and corrections are logged with the before and after values
  • CIP audit trail

FAQ

Data Hygiene Agent FAQs

A suite connects to your platforms through Merge's unified APIs. Whether your HRIS is Workday, BambooHR, or HiBob, the same AI agents work identically — because Merge normalizes the data model. You get consistent intelligence regardless of which vendor you chose.

4 weeks. Week 1: Connect your systems. Week 2: Configure agents and workflows. Week 3: Test with real data. Week 4: Go live. 30-day hypercare included after launch.

A one-time deployment fee scoped to the number of agents and complexity, plus a monthly retainer for managed operations. We quote both once we know which agents you need. Works with whatever platforms you have — no additional per-platform fees.

No. The deployment fee is scoped to the number of agents and their complexity, so the scoping call starts from the agents you need. If one workflow is the whole problem, a packaged Pegasus agent piloted on that workflow is the faster start.

Workday's Sana agents work inside Workday. Moveworks supports Workday plus a few other platforms. Pegasus suites work across whatever you have — 60+ HRIS platforms, 40+ ATS platforms, 30+ accounting platforms, 30+ CRM platforms — powered by Merge. When your problem spans your entire platform ecosystem, the suite connects the intelligence across all of it.

Additional resources

The CRM suite

AI agents that score pipelines, clean data, build cross-system customer views, and predict renewal risk — across any CRM platform.

200+ platforms through Merge

HRIS, ATS, accounting, CRM, ticketing and file storage, connected during onboarding with no custom integration build.

CIP, the control plane under every agent

Open-source governance: every action audited, every deployment versioned, every decision explainable. MIT-licensed.

Next step

Start running your sales and customer operations on Pegasus.

Book a scoping call and we'll map your CRM platforms, the agents you need, and the timeline.