Keep your pipeline clean with AI data hygiene.
Built for CRM and sales platforms, not individual reps.
Deal stages & pipeline hygiene. Your users get CRM data hygiene built right into your product, handling workflows end-to-end in minutes.
Built for how CRM teams actually work.
The numbers
that move.
Real results across CRM tenants. Measured after rollout, not projected. The expert does the work, and the numbers follow.
pipeline hygiene
post 60-day rollout
stage-gate compliance
weighted by ARR
forecast accuracy
vs prior 2 quarters
Three workflows,
handled end-to-end.
Each one runs the whole job for your user, the best-practice way. You add it once, and the testing and upkeep are handled for you.
Stage advance.
The agent reads the call notes, applies your qualification criteria, and advances the deal, quoting the line from the transcript that backs each move.
Required-field hygiene.
The agent fills the missing fields for your rep, pulling answers from their emails and calls. When it genuinely can't, it asks one quick question, not a form.
Forecast notes.
Every Friday, the agent drafts the forecast note for each deal, tied to what actually changed that week. Your forecast call gets faster.
Inside
pipemark.com.
Looks like part of your app, understands the screen, and takes action.
- /Works on the current screen
- /Makes the change for the user
- /Suggests the next step
- /Replies in real time
- . Champion
- . Decision criteria
- . Paper process
live preview . pipemark.com . crm vertical
Other verticals
we cover.
Wherever your users do real, multi-step work, the expert does it with them. Live in these verticals today, with more on the way.
Make CRM
10× smarter.
Bring your most valuable workflow. We'll run it live, right on the call. We put the expert to work in a sandbox of pipemark.com.