DealHygiene

DealHygiene is a web app (with optional Slack/Teams alerts) that audits your CRM pipeline for data quality and process compliance, then forces lightweight fixes. It flags stale deals, missing next steps, inconsistent stage definitions, duplicate accounts/contacts, and “happy ears” notes that don’t match activity. Instead of being another CRM, it plugs into Salesforce/HubSpot/Dynamics and produces a daily “pipeline health” score by team, manager, and rep, with drill-down to the exact fields and activities causing risk. It also enforces simple rules: no deal can advance without a next meeting date, mutual action plan, or verified contact role; exceptions require manager approval. The goal is not fancy AI storytelling—it’s measurable forecast lift and less time wasted in pipeline reviews. Expect pushback from reps; the product wins by making managers’ lives easier and forecasting less embarrassing.