CRM Hygiene & Pipeline Watchdog

Automated database auditor that monitors deal velocity, cleans unarchived files, flags stale leads sitting untouched for >90 days, and synchronizes two-way CRM status.

RoleData Systems Architect

TimelineProduction Blueprint

TeamData Donkey Core System

Tech Stack6 Technologies

Mission Brief

Sales pipelines quickly become clogged with dead enquiries and stale files, distorting revenue forecasts and wasting negotiator time. The CRM Hygiene Watchdog is an autonomous background service that audits deal pipelines daily, automatically archiving closed records, alerting directors to stalled high-value deals, and enforcing schema compliance across all records.

Key Features

Pipeline Health Monitoring

Stale Deal Detection: Flags any active opportunity with no contact activity for >90 days.
Automated File Archiving: Moves completed transactions to secure archive tables, restoring accurate pipeline value.
Director Alert Webhook: Sends weekly Slack/Email summaries of stagnant accounts to management.

Data Hygiene & De-duplication

Schema Enforcement: Validates required fields (email, address, deal value) with Zod schemas.
Cross-Platform Sync: Bi-directional sync between bespoke PostgreSQL databases and HubSpot.
Transactional Outbox: Guarantees zero lost updates even during third-party API outages.