Ai1 Sales Automation
CRM Pipeline Audit
Ai1 connects to your CRM, analyses every deal in your pipeline, and generates a cleanup action plan — flagging stale deals, missing data, and pipeline health issues before they cost you revenue.
Four Pipeline Health Dimensions
Ai1 doesn't just count deals — it analyses deal velocity, data quality, stage accuracy, and forecasting reliability across your entire pipeline.
Stale Deal Detection
Identifies deals sitting in the same stage too long, with no activity, no next steps, and no recent communication — the silent revenue killers.
Data Quality Scoring
Scores every deal on completeness: missing close dates, empty fields, no contacts attached, or conflicting amounts — the data gaps that break your forecast.
Stage Accuracy Analysis
Checks whether deals are in the right stage based on their activity history. A deal in "Negotiation" with no proposal sent is a red flag.
Forecast Reliability
Compares your pipeline's predicted close dates and amounts against historical patterns — telling you how much of your forecast you can actually trust.
Four Steps to a Clean Pipeline
Connect Your CRM
Ai1 connects to HubSpot, Salesforce, or Pipedrive via secure API — pulling deal data, activity history, and contact information.
Deep Pipeline Scan
Analyses every deal: time-in-stage, last activity date, data completeness, stage progression logic, and communication history.
Generate Audit Report
Produces a structured report with prioritised issues, health scores, and specific deal-level recommendations — not generic advice.
Action Plan & Follow-Up
Creates a Slack-delivered or email action plan: which deals to close, which to advance, which to kill — with suggested next steps for each.
Your Audit Report Includes
A comprehensive pipeline health assessment with deal-level recommendations — not just numbers, but specific actions to take.
Pipeline Health Score
An overall pipeline health score (0–100) based on deal velocity, data quality, stage accuracy, and forecast reliability — benchmarked against best practices.
Stale Deal List
Every deal that hasn't moved in 14+ days, sorted by value — with recommended action: advance, follow up, or close as lost.
Data Quality Report
Deal-by-deal breakdown of missing fields, incomplete contacts, and data inconsistencies — with severity ratings and fix instructions.
Stage Mismatch Alerts
Deals that appear to be in the wrong stage based on their activity pattern — e.g., "Discovery" deals with signed proposals.
Forecast Confidence
Your pipeline's forecast accuracy score based on historical close rates, average deal slippage, and stage conversion patterns.
Weekly Trends
Pipeline value change, new vs lost deals, average deal age, and velocity trends — so you can see whether things are improving or deteriorating.
"We had $400K in pipeline that was essentially dead — deals sitting for months with no activity. The CRM audit found them in the first scan, and we recovered $60K just by following up on the ones that were still alive."
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See how Ai1 automates operations, sales, marketing, and strategy across your entire business.
View all automations →Manual CRM Review vs Ai1 Pipeline Audit
Ready to Clean Up Your Pipeline?
Get a comprehensive CRM pipeline audit that tells you exactly which deals need attention — and what to do about each one.