Use case · Pipeline & Forecasting

Spot pipeline risk before review day

Avoma shows which deals moved, stalled or slipped, and ranks the ones that need attention. Your pipeline review starts with the deals that matter.

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Why pipeline reviews miss the deals that matter

Reviews run in stage order

The meeting spends its first 30 minutes on healthy deals, and risky deals get rushed at the end.

Stalled deals hide in the CRM

Deals go quiet for weeks before anyone notices that the last buyer reply was a month ago.

Close dates drift with no reason

Deals slip from one period to the next, and the pipeline looks bigger than what will close.

The results speak for themselves, so do our customers.

“It’s ten vs one in terms of, ‘Hey, we prefer Avoma.’”
Luiz Cent
Head of Sales, Mailshake
“I can tell you that our top sales people couldn’t live without Avoma.”
Tim Powers
Director of Business Development, Zilliant
“We thought we had a decent solution until we got Avoma. That was pretty much the game changer for us.”
Rebecca Graves
VP of Client Services and Partner, Spot On

Pipeline management with Avoma, answered

Still have a question about your review cadence?

Talk to our team

An Avoma agent watches recent conversations, buyer engagement and CRM activity. It flags deals going quiet with the likely cause and evidence, and the Pipeline Management view lists deals with risk signals or missing next steps.

Pipeline Walk compares 2 pipeline snapshots. It shows which deals were added, pulled forward, pushed, won, lost or changed in value, and the deals behind each movement.

Yes, Pipeline Walk points to the deals behind the biggest changes. You can also set up an Ask Avoma scheduled prompt that sends a ranked list to email, Slack or Teams before each review.

The Deals Risk view shows low, medium and high-risk deals across stages, with deal counts and amounts.

Deal segments on the Deals screen find deals with outdated close dates. You can check recent conversations, engagement and deal health to decide the right date.

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