Use Cases — CRM

Pipeline Manager

Monitors deal stages continuously, flags stalled opportunities, and sends prioritized next-action recommendations to account owners — keeping your pipeline clean and your forecast reliable.

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Billing unit

Per deal reviewed

Pay only for the value delivered. No upfront cost.

The result

Every deal is reviewed daily by the agent. Account owners receive proactive alerts on deals that haven't moved. Managers always know the real state of the pipeline.

The problem

What happens without this agent.

Before

Account managers review their pipeline weekly, but stalled deals stay in the system for months. Managers don't know which deals need attention until the end of quarter.

How it works

Step by step: how the Pipeline Manager operates.

Every action is logged, auditable, and executed inside your Microsoft 365 environment. Nothing leaves your tenant.

  1. 1

    Agent reads all open opportunities from CRM daily

  2. 2

    Calculates days since last activity and stage velocity

  3. 3

    Flags deals stalled beyond expected duration for their stage

  4. 4

    Identifies deals with upcoming close dates and no recent contact

  5. 5

    Sends prioritized action list to each account manager via Teams

  6. 6

    Generates weekly pipeline health report for the sales manager

Why it matters

Built for your CRM & Customer Success team.

The Pipeline Manager is designed specifically for CRM & Customer Success processes. It connects to your existing systems, works inside your Microsoft 365 environment, and delivers measurable results from day one.

  • Zero upfront cost

    Development is fully covered. You pay only per deal reviewed, starting from the first one the agent handles.

  • Inside your perimeter

    The agent operates entirely within your Microsoft 365 tenant. No data is shared with third-party platforms.

  • Agreed metrics, transparent pricing

    Before deployment, we agree what success looks like and how much each action costs. No surprises.

  • Production-ready in weeks

    We scope, build, and deploy in a structured sprint. Your team sees results within the first billing cycle.

Before vs. After

Without the agent

Account managers review their pipeline weekly, but stalled deals stay in the system for months. Managers don't know which deals need attention until the end of quarter.

With the agent

Every deal is reviewed daily by the agent. Account owners receive proactive alerts on deals that haven't moved. Managers always know the real state of the pipeline.

FAQ

Common questions about the Pipeline Manager.

What does the Pipeline Manager do?
Monitors deal stages continuously, flags stalled opportunities, and sends prioritized next-action recommendations to account owners — keeping your pipeline clean and your forecast reliable.
What is the business impact of the Pipeline Manager?
Every deal is reviewed daily by the agent. Account owners receive proactive alerts on deals that haven't moved. Managers always know the real state of the pipeline.
How is the Pipeline Manager deployed?
The Pipeline Manager is deployed directly inside your Microsoft 365 environment. It integrates with your existing tools — Teams, SharePoint, your CRM & Customer Success systems — through secure MCP connectors. There is zero upfront cost: the agent is built to your specifications and you pay only per deal reviewed.
How much does the Pipeline Manager cost?
The Pipeline Manager follows theywork365's pay-per-action model: you pay only per deal reviewed, with no upfront development fee. Pricing is agreed before deployment based on your expected usage volume. This means the ROI is calculable from day one.
Related agents

Other CRM & Customer Success agents you can deploy.

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