Save At-Risk Deals Before They're Gone.

Deal Rescue Agent

 

Get early warnings for deals that are stalling or going dark. Our AI agent flags at-risk opportunities and can automatically launch a re-engagement sequence to get them back on track .

See it in action

Deal Rescue Agent

The Silent Killer

Deals don’t die loudly; they die silently. A prospect stops responding to emails, a key meeting gets pushed back indefinitely. These subtle signs are easy to miss, and by the time you realize a deal is in trouble, it’s often too late to save it.

Quota Booster Agent

Key Features

AI-Powered "Stall" Detection

The AI analyzes your deals and flags those that have been sitting in the same stage for longer than average, or where the time since the last communication has exceeded a set threshold.

Automated Re-engagement Campaigns

For a flagged deal, the agent can automatically enroll the prospect in a gentle “re-engagement” sequence, with messages like “Just checking in, is this still a priority for you?”

Manager Alert Dashboard

Sales managers get a clear dashboard view of all at-risk deals across their team, allowing them to intervene and provide coaching where it’s needed most .

Use Cases

Use-Cases for Quota Booster Agent

An Enterprise Software Company

The Deal Rescue Agent flagged a $250k deal that had gone silent for 2 weeks. The sales manager intervened, discovered the client’s champion was on vacation, and was able to re-engage them upon their return, saving the deal.

Read more.

A B2B Service Firm

Automated the re-engagement sequence for all stalled deals, which successfully revived 15% of them over a six-month period.

Read more.

A Sales Team

Used the dashboard to realize that one rep consistently had deals stalling, indicating a need for targeted coaching on creating urgency

Read more.

More Agent Template

Revenue Predictor Agent

Predicts future revenue based on pipeline and historical trends.

Lost Deal Analysis Agent

Analyzes lost deals to uncover reasons and suggest improvements.

Meeting Summary Agent

Summarizes meeting notes, decisions, and action items.

Quota Booster Agent

Suggests actions to help reps hit quota faster using AI insights.

Deal Rescue Agent

Flags and re-engages deals showing signs of drop-off or delay.

LinkedIn Connector

Connects CRM with LinkedIn profiles, messages, and activity logs.

Lead Scoring Agent

Scores leads based on fit, activity, and conversion potential.

Duplicate Lead Cleaner

Detects and merges duplicate lead entries to maintain clean data.

Pre-Meeting Research Bot

Gathers lead/company info before meetings for better engagement.

Event Follow-up Agent

Sends follow-ups after webinars, expos, or demos with personalized messaging.

No-Show Rescheduler Bot

Rebooks meetings with no-show leads using smart scheduling.

Upsell/Cross-sell Agent

Identifies upsell and cross-sell opportunities based on customer data.

Quota Booster Agent

Value Proposition

Proactively identify and save deals you would have otherwise lost.

Improve your win rate and forecast accuracy.

Provide managers with the visibility to coach effectively.

Keep your sales pipeline clean and healthy.

FAQ

How does the AI define a "stalled" deal?

You can configure the thresholds (e.g., “more than 14 days in the same stage” or “no communication in 10 days”).

Can we customize the re-engagement messages?

Yes, you can create different message templates for different deal stages or product types.

Does the agent alert the rep before launching the campaign?

You can configure it to either launch automatically or to first alert the rep and ask for their permission to start the re-engagement sequence.

What if a prospect replies to the re-engagement message?

The sequence stops immediately, and the rep is notified to take over the now-active conversation.

Can managers see why a deal was flagged?

Yes, the dashboard provides the exact reason (e.g., “Stalled in Demo stage for 21 days”).

Automate with AI

Start your free trial today.

Never be surprised by a lost deal again. Proactively rescue at-risk deals and boost your win rate. Activate the Deal Rescue Agent now.

CRM Software has this features:

Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.

Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours

Request A Call Back