Is the CRM Follow-up Auditor free?
Every account gets one free run of each AI tool, no card needed. After that it's 1 credit per audit — the free monthly credits cover normal use, and credit packs top up if you need more.
What columns does my CRM export need?
At minimum a status/stage column or a date column (created, first-contact, or last-activity). It also uses owner/rep and deal-value columns when present — for the per-rep leaderboard and the missed-pipeline estimate. Common column names are auto-detected.
How is 'missed pipeline' calculated?
It sums the deal values of open leads that were never contacted or have gone cold. It's an honest estimate of what's sitting unworked from your own numbers — an upper bound, not a forecast. No value column means no rupee estimate (the tool says so).
Is my CRM data private?
Yes. The audit runs on the server and nothing is stored. Only anonymised, aggregated counts (never names, emails or phone numbers) are sent to the AI for the written action plan.