The foundation everything stands on.
Every forecast, handoff and AI agent runs on it.
It finds the gaps before they cost you.
Five Dots checks your data through your own connectors, with counts and rates only. Nothing is sent back.
The process side: designing how work movesFINDING · OWNERSAccounts without an ownerNobody follows up, and nobody renews.
FINDING · DUPLICATESDuplicate companiesPipeline counted twice, contacts split across records.
FINDING · FIELDSRequired fields left emptyNo industry or size, so segment reports mislead.
FINDING · LINKSDeals not linked to a companyRevenue that can’t be tied to a customer.
It remembers, so you never start over.
Acme — Five DotsYOUR WORKSPACE
- DEFINITIONQualified leadICP score 70 or above
- DEFINITIONActive customerA paid invoice in the last 90 days
- DECISIONRenewal dateOwned by the CRM. Billing follows.
- CHECKData hygieneNeeds attentionIn good shape
Guidance, not just a list of problems.
- CHECKFind the gaps.
Scored against an absolute standard.
- PRIORITIZEFix what matters first.
Ranked by what they break.
- DESIGNImprove the structure.
Objects, fields, and which system owns what.
- KEEPKeep it clean.
Validation rules, owners and monitors.