Pipeline Cleanup Bot

Improve your sales forecasting accuracy with a bot that proactively cleans your pipeline by updating your CRM and sending notifications to your sales team.

Improve Forecasting Accuracy

Stale opportunities in your CRM clogs up your pipeline and negatively affects forecasting accuracy. Gain confidence in the integrity of your pipeline with Tonkean.

Accelerate Sales Cycles

Timely and relevant follow-ups are vital to closing deals. Empower your sales team with a bot that actively alerts your reps when opportunities start to fall through the cracks.

Decrease Administrative Time

Your sales team shouldn't be spending all of their time managing the CRM. Make it easy for reps to maintain their pipeline while focusing their time on actually selling.

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Your Pipeline
bot flow sidepane Created with Sketch. Live report New Action Past Close Date Do When Field mapping Auto checkin Items (filtered) Always monitoring Run flow on Meeting Completed Update Stage Alert Rep Last Activity >2w Whenf Do Do When New Action Salesforce Pipeline Cleanup Back Off On
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Your Process

Train the Tonkean Pipeline Cleanup bot to manage your pipeline exactly how your teams and business needs it with our visual, no-code Workflow Builder. Connect to your existing systems like CRM, support ticketing, contracts management, finance, and more with our 1000+ connectors.

Artboard Created with Sketch. 132 104 2.5 hrs Total Opps Active Opps Avg. Activity Delay 2.3 tickets Issues per opp 64 Cleaned Opps 21 days Avg. Sales Cycle Track Close date Chimp Co. Oct 21 Status In progress 50% Owner Julia Email Julia@ha..
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Custom Real-Time Reporting

Track and measure activity details and high-level KPIs across systems without needing to transfer data to and from multiple systems.

the operating system for operations teams

Get more out of your systems & people