Pipeline Review App
Upload a pipeline snapshot, detect stale leads, missing next steps, follow-up gaps, and stage-discipline issues, then get a structured remediation queue, review history, and a cleaner recurring review workflow.
Before you enter: the app requires a free account, includes one CSV upload + analysis trial, and then moves to a $39/month subscription for ongoing use.
Flags stale records
Find leads or deals that look active but have gone untouched for too long.
Finds missing next steps
Surface records that appear to have no clear follow-up action.
Builds a remediation queue
Return a structured list of the cleanup work that matters first.
- owner-led B2B teams with a simple CRM pipeline
- small teams that know follow-up discipline is slipping
- operators who need a recurring review, not a giant RevOps platform
Best when you want a real recurring review workflow without buying a bloated RevOps platform.
This is usually the right step after a quick checklist-level audit. The Starter Pack is the lighter downloadable companion.
Not for:
- CRM migrations
- forecasting and complex pipeline modeling
- automatic CRM writeback or outbound execution
Free account required
You will create a free account before accessing the app so your workspace, uploads, and review history are tied to an actual login.
One review trial
The app includes one CSV upload + analysis trial so you can see the workflow before subscribing.
$39/month after trial
Ongoing access is a $39/month subscription for teams that want recurring review instead of a one-time spreadsheet cleanup.
The Pipeline Review App helps small teams review a real pipeline export, surface what needs attention, and work from a clearer remediation queue instead of relying on memory or ad hoc spreadsheet cleanup.
It is built for recurring review and cleanup discipline — not CRM replacement, not forecasting software, and not an all-in-one sales platform claim.