Pipeline & Deals
AI Pipeline Intelligence for Pipedrive
Analyses pipeline health and flags stalled, at-risk and slipping deals, connected natively to Pipedrive so it reads and updates persons, organizations, deals…
Pipeline & Deals
AI Pipeline Intelligence
A weekly view of which deals are stalling, at risk or slipping, before they show up as a missed quarter.
Deals rarely die loudly. They stall, slip a week, then quietly drop out of the quarter. This build reads your CRM's deal data every week and flags the deals that are stalling, at risk or slipping, judged against how your own past deals actually moved. Sales leaders get an early, honest view of pipeline health, and reps know exactly which deals need attention first.
- Stalled and slipping deals flagged weeks before the forecast call
- Risk judged against your own pipeline history, not generic rules
- A recurring pipeline report delivered where your team already looks
$3,500
20–30 working days
Optional maintenance $249/mo
What it is
AI Pipeline Intelligence reads your CRM's deal data and flags stalled, at-risk and slipping deals against the patterns in your own pipeline history, delivered as a dashboard or recurring report. You set what counts as stalled or slipping, and each flag comes with the reason, so managers know where to step in first.
Why businesses buy it
Most pipeline surprises are visible weeks in advance, if someone has time to look. Sales leaders usually do not, so risk only shows up at the forecast call, when it is too late to recover the deal. This build does the looking for you. It learns what normal progress means in your pipeline and flags deals that fall behind, with the reason. Managers coach earlier and forecasts get more honest. The rules, metrics and alert channels are written into the scope before you order, so you know exactly what it will report.
Problems this solves
Stalled deals are only spotted at the end of the quarter
The tool reads your CRM's deal data and flags stalled, at-risk and slipping deals as they appear. Flags arrive through a dashboard or recurring report, with up to five alerts.
Pipeline reviews depend on what reps choose to share
Flags are based on deal data and patterns in your own pipeline history, not on opinion. Managers can open each review with the same view of risk.
Managers cannot tell which risky deals to tackle first
Each flag comes with the reason behind it. Managers can see where to step in first, instead of working through a long list of deals.
Generic rules flag the wrong deals for your sales cycle
You set what counts as stalled or slipping, and results are checked against three months of your historical data. Flags reflect how your pipeline actually behaves.
A good fit if
Deals stall quietly in your CRM and no one notices until a forecast call reveals the pipeline was thinner than it looked.
You want a definition of 'at risk' based on your own historical deal patterns, not a generic industry rule of thumb.
You already have at least three months of CRM history and want alerts delivered where your team already looks, such as email, Slack or a dashboard.
Sales leaders want a recurring view of pipeline health without pulling a manual report before every forecast call.
Not the right fit if
You want a specific revenue number for the quarter, not a health check on individual deals. See AI Sales Forecasting.
You want a briefing on one deal's stakeholders and history before a call, not a portfolio-wide view. See AI Deal Intelligence.
Your CRM data itself is the problem, with missing notes and stale fields. See AI CRM Assistant to fix the input before analyzing it.
You want plain-language answers across pipeline and activity data, not only deal risk. See AI Sales Intelligence Dashboard, the next step up.
You need more than three read-only data sources or more than five alerts. Add a note at checkout for a written Change Quote.
How it works
- We connect read-only access to your CRM and any other data sources, and agree the metrics and thresholds that define stalled, at-risk and slipping for your pipeline.
- We check those definitions against at least three months of your historical data, so 'at risk' reflects how your deals actually behave, not a generic rule.
- A dashboard or recurring report is built, delivered to the channel you chose, showing deal-level flags alongside the reason each deal was flagged.
- Up to five alerts are configured for the moments that matter most, such as a deal with no activity past your defined threshold.
- You review the flagged deals and thresholds during testing, and we adjust sensitivity so it surfaces real risk, not noise.
- Once live, the report refreshes on your schedule and alerts fire automatically, with no manual pulling required.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Read-only access to your CRM and any other data source you want included, sandbox access if available.
- Your definitions of stalled, at-risk and slipping, or your best starting point if you have not formalized them yet.
- At least three months of historical deal data to check the definitions against before launch.
- The recipients for the report and the channel it should be delivered to.
- Your business information (company basics, hours and brand voice), shared during intake.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- One decision-maker who can confirm the metrics and thresholds before we build.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and your at-risk definitions and thresholds confirmed.
Weeks 1–2
Metrics, flags and alert logic built against your CRM fields and historical patterns.
Week 3
Data sources connected read-only, with the dashboard or report delivered to your chosen channel.
Weeks 3–4
Results checked against three months of your historical data, with findings sent to you.
Week 4
Your review and two rounds of changes to thresholds, metrics or alert sensitivity.
Go-live
Live, recorded handoff session, 30 days of support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $3,500 |
| Express | 15–25 working days | $4,100 |
| Rush | 10–20 working days | $4,750 |
What you receive at handover
- AI Pipeline Intelligence configured with read-only access to up to three data sources
- One dashboard or recurring report, plus up to five alerts, delivered by email, Slack or web dashboard
- Up to 25 defined metrics or recurring questions, with your thresholds for stalled and slipping deals
- A test report checking results against three months of your historical data
- An admin guide and recorded 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can give managers earlier warning of deals that need attention.
- Helps pipeline reviews focus on the deals most likely to slip.
- Deals that slipped without a warning
- Compare deals that missed their close date with those flagged beforehand, for the quarter after launch.
- Forecast accuracy
- Compare forecast with actual closed revenue for the quarter before launch and the quarter after, using your CRM.
- Flagged deals acted on
- Count flagged deals with a manager action or new activity logged within a week, from your CRM.
Before you start: Record last quarter's forecast against actual results, and how many deals slipped past their close date.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is a one-time payment. Running it costs roughly $20 to $150 a month in AI model usage and hosting or scheduler costs, on top of the CRM plan you already pay for. Cost tracks how often the report refreshes and how many deals it evaluates: a weekly report on a few hundred deals sits at the low end, a daily report on a larger pipeline sits higher.
AI usage during build and testing is billed to your own accounts, so every provider relationship stays yours.
Ask about running costsCustom requirements
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.
Request a custom versionKeep it running
After launch, monthly maintenance keeps the analysis in line with how you sell. It covers monitoring, fixes, model and platform updates, a monthly health report and enough monthly change hours for new metrics or adjusted thresholds. It starts after the 30 days of included support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A CRM reporting add-on charges a monthly fee per dashboard | A custom agency quotes after discovery calls | Ours is one fixed price, shown before you buy |
| Risk definitions | A reporting add-on ships generic thresholds not tuned to your pipeline | An agency build depends on what was agreed | Ours is checked against three months of your own deal history |
| Alerts | A reporting add-on usually needs manual dashboard checks | An agency build depends on what was agreed | Ours pushes up to five alerts to email, Slack or a dashboard |
| Delivery | A reporting add-on installs fast but thresholds still need tuning by your team | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
How much does the AI Pipeline Intelligence cost?
One fixed price, shown on this page before you buy, covers the whole build: the metrics, thresholds, alert logic and dashboard described on the Scope Card, tested against your own pipeline history. There are no seat licenses or per-use fees from us. Express and rush delivery are available for a set extra amount, also shown upfront. Ongoing AI usage and hosting are billed in your own accounts, so you always see what you pay.
How does it define an at-risk deal?
From the thresholds you set, checked against at least three months of your own historical CRM data, so flags reflect how your pipeline actually behaves rather than a generic industry rule that may not fit your sales cycle. That grounding is what keeps the flags useful instead of generic noise.
Where does the report show up?
Wherever you choose from the options in scope: email, Slack or a web dashboard. You pick one delivery channel during intake, and the schedule it refreshes on is agreed at the same time. Most teams choose whichever channel their sales leadership already checks daily.
What are the typical monthly running costs?
Roughly $20 to $150 a month in AI model usage and hosting or scheduler costs, on top of your existing CRM plan, tracking how often the report refreshes and how many deals it evaluates each cycle. Cost tracks how often the report refreshes and how many deals it evaluates on each run.
Does it write anything back to my CRM?
No. It reads your data sources read-only and only ever produces a report or an alert; nothing in your CRM is changed, so there is no risk of it overwriting a field a rep is relying on. That separation keeps the analysis safely apart from your working records.
How many alerts can it send?
Up to five, configured for the situations you care about most, such as a deal with no activity past a set number of days or a stage change that looks unusual against your historical pattern. Most teams start with two or three and add more once they trust the signal.
Can I add more data sources later?
A fourth source beyond the three included is available as a written Change Quote, priced before the work starts. Small changes to existing metrics or thresholds fit inside the monthly change hours included with maintenance. Most ongoing tuning, such as an adjusted threshold, needs no new quote at all.
Who owns the report and the underlying data?
You do. It reads from your own CRM and data sources, and the report itself, along with every AI provider relationship, is delivered to a channel you control rather than a dashboard we host. We do not keep a separate copy of any of it after handoff.
See which deals are slipping before the forecast call does.
Order AI Pipeline Intelligence and every week it flags stalled and at-risk deals from your own pipeline history, on a delivery date you see before you pay.
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