Pipeline alerts
Flag the deals
Flag the deals
past their close date.
Upload a deals export, or connect HubSpot or Salesforce. TLDR emails you the open deals that missed their close date, largest first. When the deal came from HubSpot or Salesforce, we log a note on it. We never move the stage.
An email to you
This one never writes to your customers. You get the list when it changes, not the same deals again every day.
A note where the deal lives
HubSpot gets a note. Salesforce gets a task. The close date and the stage stay yours to change.
One account, 30 automations
Stalled deals sit alongside invoice reminders you approve, statements, aging, a call list, and a weekly brief. The full list is on the automations page, and you can build your own from a column and a rule.