CSV · Pipeline review
Audit a CRM pipeline from a simple CSV export
Oz gives any revenue team a system-neutral way to find stale deals, data gaps, and questionable dates before choosing or connecting a CRM.
Built for: Operators who need an immediate pipeline check without an integration project.
The workflow
From source context to a reviewable action.
- 01
Bring the relevant context
Start with a public input now. After signup, authorize the minimum source access needed for the connected version.
- 02
Oz separates fact from inference
The result organizes evidence, gaps, and suggested next steps instead of hiding uncertainty behind a generic summary.
- 03
You review the output
Save the result, connect the workflow, and keep customer-facing or system-changing actions behind approval.
Example output
What a useful first pass looks like
A pasted export produces a cleanup list with the exact row, issue, reason, and suggested owner action for each flagged opportunity.
Limitations
What Oz will not pretend to know
- Remove unnecessary sensitive columns and keep the pasted data below the input limit.
- The checker cannot see activities or validation rules missing from the export.
Run it now
See the output before you create an account.
The matching public tool is free, requires no login, and returns the result on-page.
Audit my CSV