How to
A CRM hygiene checklist that takes an hour.
Most CRM data problems that matter come down to five things: deals open past their close date, deals with no activity, missing owners, close dates that keep moving, and stages that mean nothing consistent.
Deals open past their close date.
The single most common and most damaging. Every one of them inflates pipeline coverage, corrupts win rate, and makes stage timing meaningless.
Check how many open deals have a close date in the past. In most pipelines it is a number that surprises people.
Deals with no activity at all.
An open deal with nothing logged in sixty days is either dead or being worked entirely off system. Both are problems, and they need different conversations.
Missing or wrong owners.
An unassigned deal belongs to nobody and gets worked by nobody. It also breaks every per rep report and any scoring tool that scopes by owner.
Close dates that keep moving.
A date that has moved three times is not a date. Most CRMs store the current value and not the history, so this goes unmeasured unless something counts it on the way in.
Stages that do not mean anything consistent.
If two reps use Evaluation differently, every stage based number is noise. Worth auditing by looking at what actually happens in each stage rather than at the documentation.
Kaypo reads stages as written rather than requiring a mapping exercise first, which means the audit can happen after you get value rather than before.
Questions
How do you clean up a sales pipeline?
Start with deals open past their close date, then deals with no activity in sixty days, then unassigned deals. Those three cause most of the damage to reporting and forecasting.
What is CRM hygiene?
Keeping the records accurate enough that reporting built on them is true: current close dates, logged activity, assigned owners, and stages used consistently.
It arrives in Slack
Every morning, each rep gets one message naming the deals on their own book that moved overnight, biggest mover first, with the reason beside each number and the deals that have gone quiet underneath.
$99 a month, cancel any time.. Everyone on the team. No per seat charge. Connect a CRM and it runs. No implementation fee. 14 day trial. No card.
Related reading
What counts as a good win rate, and how to measure yours honestly
Win rate benchmarks are mostly useless because everybody counts differently. What to measure instead, and the three ways the number gets inflated.
Why your forecast is wrong, and the query that shows by how much
Most forecasts multiply deal value by a stage probability nobody has checked. Here is the gap between that number and the actual win rate.
Do I need to map my CRM stages to use deal scoring
Most tools make you map every pipeline stage before scoring anything. Why that is a setup tax, and what reading them automatically looks like.
How to find the single threaded deals in your pipeline
Single threaded deals lose more and look healthy right up until they do not. How to find yours and what to do about them.
Reviewed September 20, 2026 against the product as it behaves today.