PipelineIQ embeds AI agents into your CRM, finds the deals that won't close, tells you exactly why, and fixes them before the quarter slips away.
Your VP of Sales builds a $30M forecast from a CRM full of stale stages, missing fields, and deals that haven't been touched in 6 weeks. Meanwhile, the real risks are invisible — and nobody knows until the quarter closes short.
50% of CRM records go stale within 90 days without active hygiene enforcement. Your forecast is built on dust.
RevOps teams spend 4 hours a week pulling data manually. By the time the report is ready, it's already stale.
Traditional forecasting relies on rep intuition — the least reliable data source in your revenue stack.
We embed AI agents into your existing CRM and data stack, then layer on a small human team that interprets the insights and drives execution. You get enterprise-grade RevOps without the enterprise price tag.
AI continuously scans your pipeline for deals with stale stages, missing activity, and no champion contact. Flags them before they slip — not after.
Replace gut-feel rep forecasts with models trained on your actual deal history, buyer behavior, and market signals. 95% forecast accuracy or we keep working until you get there.
Automated data quality enforcement — duplicate detection, field completion enforcement, stage progression monitoring. Your CRM becomes trustworthy again.
Tells you exactly how much pipeline you need to build — by rep, by segment, by quarter — based on your historical win rates and deal sizes.
Closes the gap between what Sales promised and what Customer Success delivers. Renewal risk surfaces 90 days before the due date, with context.
Your analyst runs QBRs — pipeline review, forecast walk-through, competitive intel, next-quarter plan. Delivered as a live document, not a slide deck.
We embed our AI agents into your Salesforce or HubSpot, connect to your revenue data stack, and begin the first diagnostic pass. No implementation project. No 6-week rollout.
You start seeing ghost deal alerts and forecast accuracy improvements within the first week. We clean your CRM, establish data governance, and give your reps a real-time view of what's healthy and what isn't.
Once you see the ROI — and you will — we layer in pipeline coverage analysis, CS alignment, competitive benchmarking, and full QBR cadence. One product becomes your complete RevOps department.
The CRM hygiene and pipeline accuracy wedge. Ideal for companies testing the RevOps waters.
Full RevOps coverage for mid-market companies serious about hitting their number.
Multi-team, multi-segment RevOps with custom dashboards and success-based pricing options.
Every week you run revenue operations from a broken CRM, you're flying blind into your next quarter. PipelineIQ fixes the foundation so your revenue team can focus on closing — not guessing.