Keep Your Pipeline Flowing, Automatically.
Stage Movement Bot
Stop manually updating deal stages. Our bot intelligently moves opportunities through your pipeline based on real-world sales activities, giving you a more accurate forecast and saving your reps valuable time .
See it in action
Stage Movement Bot
The Stale Pipeline
Your CRM pipeline is out-of-date because reps forget to update it. Deals that have progressed still sit in early stages, making your sales forecast a complete work of fiction and preventing managers from knowing where to focus their coaching efforts.
Stage Movement Bot
Key Features
AI-Powered Activity Recognition
The agent monitors your CRM for key sales activities. When it sees that a demo has been completed or a proposal has been sent, it knows the deal has progressed.
Automated Stage Advancement
Based on rules you define (e.g., “After a ‘Proposal Sent’ activity is logged, move the deal to the ‘Proposal’ stage”), the bot instantly updates the pipeline.
Data-Driven Stage Recommendations
If a deal has had significant positive engagement but hasn’t moved stages, the AI can flag it for the rep to review, suggesting a stage update .
Use Cases
Use-Cases for Stage Movement Bot
A Mid-Market Sales Team
Implemented the bot and found that their sales forecast accuracy improved from 70% to over 90% because it was based on real-time data.
A SaaS Company
Saved each of their 10 sales reps an average of 2 hours per week in manual CRM updates, freeing up over 80 hours of collective selling time per month.
A Sales Manager
Used the accurate pipeline view to identify that deals were stalling in the “Negotiation” phase, leading to new team training on closing techniques.
More Agent Template
Extract leads from website forms
Pulls data from web forms and routes qualified leads to sales teams.
Auto-assign leads based on rules
Assigns leads using territory, source, or priority logic to the right rep.
Lead scoring using AI
Ranks leads based on profile match, activity, and conversion potential.
Multi-language support agents
Communicates with leads in their preferred language across channels.
Fully voice-driven CRM mode
Enables CRM navigation, updates, and data entry via voice commands.
Event Follow-up Agent
Sends follow-ups after webinars, expos, or demos with personalized messaging.
Data Enrichment Bot
Adds missing data using public and private sources like LinkedIn, Clearbit, etc.
Stage Movement Bot
Value Proposition
Get a perfectly accurate, up-to-date sales forecast.
Save your reps hours of manual CRM admin.
Allow managers to coach based on reality, not stale data.
Improve the overall health and velocity of your pipeline.
FAQ
Your team always stays in control. While the bot automates routine stage updates, reps can manually move a deal at any time.
Yes ✅ You can fully customize the lead scoring model by assigning weights to signals that matter most—like local visitors booking demos, regional event sign-ups, or country-specific page visits. This ensures your hot leads are geo-relevant and sales-ready.
Yes. You can set rules to either block deals from moving backward or require sales reps to provide a reason before doing so. This feature ensures cleaner data, better forecasting, and more accurate pipelines for businesses in
The AI analyzes activity patterns for each deal and compares them with successful deals that moved to the next stage. For example, if customer engagement, calls, or proposals match a winning pattern, the bot recommends progressing the deal.
No. The bot is designed as a helper, not a disruptor. It only performs actions you’ve explicitly defined in your rules. This ensures an orderly, accurate, and efficient sales pipeline—making CRM automation seamless for businesses in
Automate with AI
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Build a pipeline you can trust. Automate your CRM hygiene and get a crystal-clear view of your forecast. Activate the Stage Movement Bot today.
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
Archiz CRM will Help you with Following features
