AI pipeline review for deals at riskStalled deals, flagged.
Before the month ends.
Your AI assistant reads your CRM and flags the deals that have gone quiet or whose close dates keep slipping. It lists them with the last activity and a suggested next step, so your weekly pipeline review starts with the deals that need attention.
Export the pipeline. Sort by close date. Open each deal. Scroll the activity. Ask the rep what happened. Build the slide. Repeat next week. Or just ask.
Which deals might slip this month?
Your assistant checks every open deal against your pipeline definitions: your stages, your probabilities and your qualification rules. It reads the calls, emails and meetings logged on each deal, and flags the ones with no activity for longer than you allow, or whose close dates have moved. Reps see their own deals; managers see the team.
A short list, with what to do next.
You get the deals worth talking about, not the whole pipeline. Each one shows the owner, the value, the last touch and why it was flagged. Moving a deal, adding a task or logging a note only happens when the rep confirms. No mass edits, no deletes.
Six signs a deal is about to slip. Three your CRM shows. Three only the rep knows.
Deals rarely die suddenly. They go quiet first. Check every open deal against these signs once a week. The first three live in your apps, so your assistant can flag them. The last three need the rep.
- 01 No activity for too longIn your CRM
No call, email or meeting logged in two weeks, or whatever gap is long for your sales cycle. Pick a number and stick to it.
- 02 The close date keeps movingIn your CRM
Pushed once is normal. Pushed twice often means there’s no real date yet.
- 03 An overdue invoice or an open complaintIn your apps
A customer who is unhappy or behind on paying is slow to sign anything new.
- 04 Your contact went quietAsk the rep
The person who wanted the deal stopped replying, or left. Ask who else is involved.
- 05 No clear next stepAsk the rep
If the rep can’t say what happens next and when, the deal is drifting.
- 06 The reason to buy fadedAsk the rep
The problem got solved another way, or a budget moved. Only a conversation tells you this.
Run the review in the same order every week: flagged deals first, then deals closing this period, then everything else. Your assistant can bring the first two lists to the meeting.
Saving the deal is people work.
The call to make
Your assistant can say a deal has gone quiet. Knowing why, and what to say to bring it back, is the rep's job.
Changing the pipeline
Moving a deal's stage (including marking it lost), adding a task or logging a note happens only when a rep confirms it. No mass edits, no deletes.
The number you commit to
It can show the weighted forecast using your stage probabilities. The number you promise the owner is a manager's call.
Your rules, written down. Then followed every time.
Set up for you as part of the Sales package, typically in one to two weeks. No technical staff needed: one person who knows how the work flows, plus logins to your apps.
What your assistant learns
Rules we write down with you
Shortcut · for this job
Use Pipeline review before your weekly sales meeting. Forgotten leads lists the leads nobody has followed up with, with suggested next steps.
Works with
App names are trademarks of their owners. Figure Hawk is not affiliated with or endorsed by them.
How do you find stalled deals in a CRM?
Look for two things: deals with no logged activity for longer than your normal gap, and deals whose close date has been pushed more than once. Doing it by hand means opening each deal’s history one by one. Your assistant checks both across every open deal when you ask.
Can AI run a pipeline review?
It can do the preparation: find the deals at risk, list what’s closing this period, show the weighted forecast and put it in your meeting format. The review itself, deciding what to do about each deal, is still a conversation between reps and their manager.
Will it change deals in our CRM?
Only when a rep says yes. It can log a note, add a task or move a deal’s stage, each confirmed by the rep first. It never makes mass edits and never deletes anything.