Automatically surfaces dead deals before your forecast breaks. Scores every opportunity by staleness, engagement, and close probability—then flags what needs action or archival.
Your pipeline is a graveyard. Deals sit untouched for 90 days. Your forecast assumes they're alive. Your rep thinks they're still working it. Nobody knows which opportunities are actually dead until the quarter closes and the number doesn't land. The Pipeline Hygiene Agent runs on a schedule (daily, weekly, or on-demand) and does the work your ops team doesn't have time for: it scans every open deal, calculates staleness (days since last activity), cross-references engagement signals (emails opened, calls logged, notes written), and assigns a hygiene score. Deals below a threshold get flagged for review or auto-archived based on your rules. The payoff: your forecast becomes trustworthy. Your reps stop defending zombie deals in pipeline reviews. Your ops team reclaims 2–3 hours per week that used to go to manual CRM audits. The catch: the agent is only as good as your activity data. If your team doesn't log calls or update deal status, the agent sees ghosts. You need a human approval gate before auto-archival—one bad archive kills trust fast. And the scoring rules (what counts as "stale," how much weight to give email opens vs. call logs) need to match your actual sales cycle, not a template.
Privacy notes
The agent accesses deal records, activity logs, and email/call metadata from your CRM. It does not read email bodies or call transcripts—only metadata (date, sender, open status). Archived deals are typically soft-deleted (marked inactive, not permanently removed) so you can restore them if needed. Ensure your CRM's data retention and access controls are configured before deploying; the agent should only see deals assigned to the team it's managing.