Pipeline Review App
Review a real pipeline export, catch stale deals, missing next steps, follow-up gaps, and stage-discipline issues, then work from a clear remediation queue instead of repeating the same manual cleanup every week.
Start with a free account and one CSV upload + analysis trial. Ongoing access is $39/month.
Catch stalled deals faster
Spot leads and deals that still look active but have gone quiet for too long.
See what is missing
Surface records with no clear next step, weak follow-up discipline, or stage confusion.
Know what to fix first
Work from a prioritized remediation queue instead of doing another vague spreadsheet pass.
- 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 practical recurring review habit without buying a bloated RevOps platform.
For many teams, this is the right next step after a quick checklist-level audit. The Starter Pack is the lighter downloadable companion if you want templates and implementation assets alongside the app.
Not for:
- CRM migrations
- forecasting and complex pipeline modeling
- automatic CRM writeback or outbound execution
Free account required
Create a free account so your uploads, review history, and workspace stay tied to an actual login.
One review trial
Try the workflow with one CSV upload + analysis before deciding whether you want ongoing access.
$39/month after trial
Subscribe when you want a repeatable review process instead of another one-off cleanup sprint.
The Pipeline Review App gives small teams a cleaner way to review pipeline health, catch what is slipping, and turn that into concrete cleanup work.
It is built for recurring review and cleanup discipline — not CRM replacement, not forecasting software, and not a vague all-in-one sales platform pitch.