Deal Follow-up Agent
Deal Follow-up Agent is an Initask AI agent that tracks stalled deals in the Creatio pipeline and automatically reminds clients and managers about the next step.
How it works in practice
A CP for contract manufacturing was sent 5 days ago with no response. The agent sends a polite reminder to the client and assigns a task to the manager.
What changes and when
- 1 month
- -40% stalled deals
- 3 months
- +15% pipeline conversion
- 6 months
- No deal forgotten
Cost and timeline
- Implementation
- $3 000-5 500
- Subscription
- $150 / mo
- Time to launch
- 3-4 weeks
- Payback
- 6-10 months
The range is indicative and depends on volumes and the state of your data.
Data sources and integrations
- Creatio
Frequently asked questions
What does the Deal Follow-up Agent agent do?
Deal Follow-up Agent tracks stalled deals in the Creatio pipeline and automatically reminds clients and managers about the next step.
How does it work in practice?
A CP for contract manufacturing was sent 5 days ago with no response. The agent sends a polite reminder to the client and assigns a task to the manager.
Which systems does Deal Follow-up Agent work with?
Typical data sources for this agent: Creatio, email. If your system is not on the list, the connection is built for the specific case: via API, exports or a buffer database.
How much does Deal Follow-up Agent cost and when does it pay off?
Indicative: implementation $3 000-5 500, subscription $150 per month, payback 6-10 months. The number comes from the real role the agent offloads, and the exact price is calculated on your volumes after a short process review.
How long does the launch take?
Roughly 3-4 weeks from the moment data access is in place. Before production there is a parallel period when the agent computes alongside your people and its numbers are reconciled with yours.
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