CRM & outreach
Updated 7 Aug 2026

Connections — records that join up, end to end

A quiet audit that every lead has a source and a way to reach it, every deal a customer, and every captured lead a place in your pipeline — counted class by class, with a scheduled re-check.

Connections quietly checks that your records join up end to end — every lead has a source and a way to reach it, every deal has a customer, and every captured lead actually reached your pipeline — and counts anything that slipped through, class by class.

What does it check?

  • Deals without a customer — a deal that lost its client link (serious).
  • Form submissions that never became a lead — an enquiry that stalled at the door (serious).
  • Uncontactable leads — no phone, no email, no way to follow up (serious).
  • Captured leads with no deal — arrived but never entered the pipeline.
  • Leads with no source — money you can’t attribute to any campaign.

The three serious classes drive the health flag; the last two are hygiene. The check also runs on a schedule, so drift is caught even when nobody opens the screen. Re-check any time with one tap.

Open Connections healthRecords that fell out of the journey, counted by class

Frequently asked questions

Does Connections change my records?

No — it's read-only. It counts each orphan class so you know where to look; re-check whenever you like, and a scheduled sweep keeps watch in between.

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