Find stalled deals
Find open deals that have gone quiet, with the likely cause and the last real buyer signal.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
An open deal goes quiet
- 2Context
An Avoma agent (Avoma agentic platform) watches CRM activity, calls, emails, stage and close date
- 3Reason
Separate deals waiting on the buyer from deals that have gone cold
- 4Act
Flag stalled deals with the likely cause and the last real signal, each time it's warranted
- 5Human judgment
Rep decides whether to re-engage, escalate or move the close date
Agent
Spot deals going quiet. The agent reviews recent conversations, buyer engagement, and CRM activity to identify likely causes, surface supporting evidence, and recommend next steps for review.
How this works
Shown for:
- 1Trigger
As deal risk data updates
- 2Context
Avoma Revenue Intelligence reads deal risk scores, engagement, deal stages, and conversation history
- 3Reason
Separate deals waiting on the buyer from deals that have gone cold
- 4Act
Flag stalled deals with the likely cause and the last real signal
- 5Human judgment
Rep decides whether to re-engage, escalate or move the close date
Native feature
Identify opportunities showing risk signals, weak engagement, or missing next steps so managers can investigate deals that may have stalled.
How this works
Shown for:
- 1Trigger
You run the RevOps Intelligence skill in Claude
- 2Context
The RevOps Intelligence skill reads Avoma meetings and scorecards through the Avoma agentic platform, plus your CRM (HubSpot or Salesforce) and Gmail
- 3Reason
Separate deals waiting on the buyer from deals that have gone cold
- 4Act
Flag stalled deals with the likely cause and the last real signal, returned in Claude
- 5Human judgment
Rep decides whether to re-engage, escalate or move the close date
Skill
Use the RevOps Intelligence skill in Claude to flag the deal with the likely cause and the last real signal, with recommended next steps.
What good looks like
A stalled deal is easiest to save in its first week of silence.
Define "quiet" in days for each stage
A quiet week matters more in late stage than in discovery.
Show the last real buyer signal
It tells you whether the deal is slow or gone.
Pair each flag with a next step
A list without a next step gets read and ignored.
Customer stories
What teams say
I was able to start using Avoma for pipeline reviews with my team right away. It was more convenient than our previous process.
It helps managers identify opportunities and churn risks by looking at a single report instead of having to sit in on additional meetings.
What’s stopping you from turning every conversation into actionable work?
