Agente de Hygiene de Pipeline

Friday Pipeline Cleanup, Without the Friday Email

The Pipeline Hygiene Agent scans the team's CRM every Friday afternoon and flags the records that need attention before the weekly review. Stale opportunities, missing next steps, inconsistent stage usage, duplicates — all surfaced in one place with clear instructions.

How It Works

Every Friday at 2 PM, the agent audits all open opportunities for hygiene issues: no next step, close date in the past, no activity in 30+ days, stage not matching recent activity, amount field empty, duplicate records. It produces a per-rep cleanup list with specific actions — and a team-level score for manager review.

Why Pipeline Reviews Get Shorter

When the CRM is clean, weekly pipeline review is about the deals — when it's dirty, it's about data quality. This agent keeps CRM hygiene at 90%+ without anyone nagging reps, and reclaims 20–30 minutes of every weekly pipeline review.