Sales / CRM Data Management Live
Contact Verification
Check a lead's contact details against what can be found publicly — whether the person is still in that role, whether the details are structurally sound, and what could not be confirmed either way.
- Run on demand
- ~5 credits per run
- v1.0.0
What does Contact Verification do?
Contact Verification is a production AI agent in the sales section of the Leverge agent store, built for the crm data management process. Check a lead's contact details against what can be found publicly — whether the person is still in that role, whether the details are structurally sound, and what could not be confirmed either way. It runs on demand, works through 3 steps and returns 5 outputs, including field checks.
What it needs
-
Lead to verify
Pick the record whose contact details you want checked.
What it does
- Searching public sources
- Checking each field
- Writing the verification note
What you get back
- Field checks
- Verification note
- Field by field
- Before you use this record
- Sources checked
After each run it asks: “Was this verification useful?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
CRM Data Management
Other agents in crm data management
Pipeline, proposals, renewals and the CRM hygiene underneath them
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Complex Lead Escalation
When a lead's reply is too ambiguous to route automatically, get it summarised for a human — what they seem to want, what is unclear, and who should pick it up.
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CRM Duplicate Resolution
Upload a contact export and get duplicate records clustered, a merged golden record for each cluster, and an audit note explaining every merge decision.
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CRM Insight
Ask a question about the lead records in your CRM and get an answer computed from the selected rows, with the records it used shown alongside.
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Customer Profile Unification
Upload the same customer's records from several systems and get one reconciled profile, with every conflict between sources shown rather than silently resolved.
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Enrichment Rule Feedback
Look at where enrichment keeps getting records wrong and propose rule changes — with what each change would have done to the records you already have.
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Lead Meeting Scheduler
Turn a lead's stated availability into a meeting proposal that works in both time zones, with the arithmetic shown and the invite held for approval. Nothing is sent.
Next Step
Deploy Contact Verification, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.