Free Salesforce Pipeline & Data Audit

30% of CRM data is wrong; hurting revenue, misguiding AI, and compounding daily.

Get a full data quality report in seconds with no setup. Find stale opportunities, missing info, and unassigned leads.

Catch new data issues every day so your CRM stays accurate and ready to act.

Fix problems instantly with one click; no manual cleanup or complex tools needed.

Checks We make in the Audit

Closed Lost opportunities without a loss reason filled in.

Closed Won opportunities where the Amount is blank or zero.

Contacts without an email address.

Contacts that are not linked to any Account.

Leads where the email address appears to be invalid or from a generic/test domain.

Leads that do not have an email address.

Leads without recent activity in the last 30 days.

Leads that do not have an assigned owner.

Find active accounts where the Industry field is blank.

Open cases that do not have a priority set.

Open opportunities where the close date is in the past.

Open opportunities that have never had any activity logged.

Open opportunities that have no contact roles associated with them.

Opportunities that haven't been updated in 30+ days.

Open opportunities without a defined next step.

Find open opportunities with no activity in the last 10 days.

Marketing qualified leads (MQLs) that have not been contacted in the last 30 days and remain unconverted.

Clean pipeline, better forecasts, more revenue. Revtask makes it automatic.