Pipeline Hygiene Scanner by Montclar

Pipeline Hygiene Scanner for Pipedrive

A morning email that tells each salesperson which open deals need attention, and gives the manager one rollup of the whole pipeline.

Connect Pipedrive 14-day free trial · no card · read-only access

What it flags

No active owner: deals with no owner, or owned by a deactivated user.
Expected close date passed: open deals whose expected close date is already behind them.
No recent activity: deals with no activity for 14 days (you choose the number of days).

Every deal in the email links straight to the deal in Pipedrive.

Example digest a salesperson receives: their deals grouped by issue, each linked to Pipedrive

How it works

Connect your Pipedrive company and approve read-only access.
Choose the pipelines to scan, the salespeople who get their own digest and the manager who gets the rollup.
Turn on the daily digest. It arrives every morning at your send time, in your time zone.

Dashboard with the settings and a preview of the current issues

Pricing

$39 per month per Pipedrive company. 14-day free trial, no card required. Up to 5,000 open deals and 20 recipients. Cancel any time. Pricing details.

Connect Pipedrive

Read-only access to deals, users and activities. The app never changes your Pipedrive data. Watch the demo.

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