Pipeline Hygiene Alerts
Pipeline Hygiene Alerts is a routine your Townie AI assistant runs on your forecast cadence: it audits every open deal in your CRM for stale activity, missing next steps, past-due close dates, and empty fields, then sends a digest grouped by problem and ranked by risk to the forecast. It surfaces the fixes — it never rewrites your CRM on its own.
See it work: your forecast risks, grouped and ranked
Flag stale, sloppy deals before they skew my forecast
A list you can clear before your first meeting.
Gmail
HubSpot
Outlook
Salesforce
Attio
Pipedrive
Copper
SlackIt runs on your forecast cadence
Weekly by default — Monday morning, before pipeline review — or whatever rhythm you forecast on.
It audits every open deal
Stale activity, no scheduled next step, past-due or repeatedly pushed close dates, missing amounts and contacts, and deals sitting in one stage past your norm.
You get the fixes, grouped and ranked
A short digest — past-due close dates, gone quiet, missing data — with the biggest, latest-stage deals on top and the specific fix for each. Your CRM only changes when you say so.
Pipeline Hygiene Alerts FAQ
It's a routine your Townie AI assistant runs each week: it goes through your open CRM deals and flags anything stale or under-maintained — no recent activity, no next step, a past-due close date, missing amount or stage — then emails you a digest grouped by problem and ranked by risk to your forecast, with the specific fix for each deal.
No — that's the routine's core rule. It surfaces the list and, at most, drafts corrections for your review; nothing is written to your CRM without your approval. Read more in our security overview.
Just your CRM (like HubSpot, Salesforce, or Pipedrive) and your email for the digest. It reads the pipeline; it doesn't need access to anything else.
Yes — tell your assistant your normal stage durations, your activity threshold, or a minimum deal size to audit, and it recalibrates from that one message. Team leads often run it across the whole team's pipeline.
Reports show you columns; this reads each deal's history, explains what's actually wrong in plain language, and hands you the specific fix — ranked by what would distort your forecast most if left alone.
