Claude Code
Best for: Serious work on real repos
Anthropic's agent for your terminal, IDE and desktop. Reads the whole repo, runs commands and tests, and handles large multi-file changes well.
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Keep your CRM clean and up to date
“Our CRM is full of duplicates, stale deals and missing info.”
AI can find duplicates, fill missing company info from public sources, and log meeting notes. Have it propose changes for approval before writing to the CRM.
Fix it yourself in 3 steps
- Export your contacts and deals.
- Ask the AI to list duplicates, missing fields, and deals with no activity in 30 days.
- Approve the fixes, then import or let it update in batches.
Copy this prompt
Here's my CRM export: [file]. List likely duplicates, records missing key fields, and deals with no activity in 30+ days. Suggest fixes using only public company info, with sources. Output a change list I can approve. Don't edit the CRM or email anyone — stop for my review.
Fill in the [brackets]. Each prompt says when the AI should stop, so it doesn't wander off.
Agents people used for this: Zapier Agents, Lindy, Claude Code, ChatGPT Agent.
Inspired by real examples collected at agentusecases.ai.
📚 5 real stories of people doing this with AI agents
- Automate lead research, CRM updates and enrichment · Claude Code
- Enrich new CRM leads for personalized outreach · Make
- Extract prospecting data from a company CRM · ChatGPT Agent
- Schedule prospect meetings and log them in the CRM · Lindy
- Turn new Gmail emails into Notion CRM leads · Zapier Agents
Collected at AgentUseCases.ai.
AI drafts, you approve: nothing gets posted, sent, spent or published without a person. Tell customers when they're talking to an AI.
Tools for this
Zapier
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OpenAI's assistant with the broadest feature set: voice, images, search and a large app ecosystem.
Visit ChatGPT ↗Grok Bot
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xAI's assistant with real-time X data — on iPhone, Android, desktop, the web, X, and built into Tesla cars. Want it to do chores on its own? See Grok Bot.
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