Pipeline Alerts

What It Does

Monitors your sales pipeline and sends you alerts when deals stall, deadlines approach, or important changes happen — so nothing falls through the cracks.

How It Works

1. Trigger: Runs on a schedule (daily or hourly)
2. Step 1: Checks all active deals in your CRM for status changes
3. Step 2: Flags deals that have been stuck in the same stage for too long
4. Step 3: Alerts you about deals with upcoming close dates
5. Step 4: Sends a daily summary to Slack with your pipeline health

Why It Matters

Deals don't close themselves. When a deal sits in "Proposal Sent" for 2 weeks with no activity, someone needs to follow up. These alerts make sure you catch stalling deals before they die.

Who Is This For?

• Sales managers tracking team pipelines
• Solo founders managing their own deals
• Anyone who has ever lost a deal because they forgot to follow up