CRM & Sales SaaS.Deal stages & pipeline hygiene.
An AI agent for CRM, working inside your product. It runs each workflow end-to-end, the best-practice way, so your users finish in minutes.
Built for how CRM teams actually work.
Three workflows,
handled end-to-end.
Each one runs the whole job for your user, the best-practice way. You add it once, and the testing and upkeep are handled for you.
- 01
Stage advance.
The agent reads the call notes, applies your qualification criteria, and advances the deal, quoting the line from the transcript that backs each move.
- 02
Required-field hygiene.
The agent fills the missing fields for your rep, pulling answers from their emails and calls. When it genuinely can't, it asks one quick question, not a form.
- 03
Forecast notes.
Every Friday, the agent drafts the forecast note for each deal, tied to what actually changed that week. Your forecast call gets faster.
Inside
pipemark.com.
It looks like part of your app and works on whatever screen your user is on. It reads what's there, suggests the next step, and makes the change for them.
- /Works on the current screen
- /Makes the change for the user
- /Suggests the next step
- /Replies in real time
- . Champion
- . Decision criteria
- . Paper process
live preview . pipemark.com . crm vertical
Make CRM
10× smarter.
20-minute demo on your schemas. We put the expert to work in a sandbox of pipemark.com while you are on the call.