Agentic AI: strategic impact on processes

Use case: Sales Pipeline

Unstructured

30 days
(240 hours)
  • Proposals created manually and sent by email.
  • Discounts don’t follow commercial policy.
  • Internal approvals are slow and lack traceability.
-60%

Structured

12 days
(96 hours)
  • Sales process centralized in a basic CRM.
  • Standardized fields and pipeline control by stages.
  • Manual tracking of follow-ups and approvals.
-70%

Automated

3 days
(24 hours)
  • Proposals created manually from standardized templates.
  • Automatic notifications for managers and customers.
  • Real-time reports on performance and sales cycle.
-98%

Agentic

Minutes
  • Instant generation of personalized proposals using pipeline data.
  • Automatic validation of commercial policies.
  • AI-assisted negotiation and follow-up.
  • Faster close with e-signature, automatic CRM updates, and handoff to the post-sales team.

Example of an AI Agent–orchestrated workflow for Sales Pipeline

Stage
Pain points
Automated activities
AI Agents
Initial meeting

Pain points

Lack of visibility into customer interactions and commitments.

Information scattered across emails and spreadsheets.

Automated activities

Automatic creation of an opportunity card with customer data.

Meeting notes and summary generated by the Sales Copilot.

Automatic follow-up email with next steps.

Sales Copilot
Proposal

Pain points

Proposals created manually, with risk of errors and slow reviews.

Lack of standardization and version traceability.

Automated activities

Automatic generation of AI-personalized proposals.

Validation of commercial policies and discount limits.

Sending the proposal and automatically logging it in the pipeline.

Sales Proposal Agent
Approvals

Pain points

Delays in internal approvals and limited status visibility.

Fragmented communication between Finance and Sales.

Automated activities

Automatic notifications to managers and approvers.

Recording decisions and justifications directly on the card.

Centralized history for audit and governance.

Negotiation

Pain points

Loss of context between negotiation rounds.

Manual follow-ups disconnected across email, WhatsApp, and calls.

Automated activities

Centralization of omnichannel interactions (WhatsApp, VoIP, emails, and more) with automatic AI summaries.

Suggested next touches and messages from the Sales Copilot.

Automatic status updates and close-date forecasting.

Sales Copilot Agent
Contract

Pain points

Rework with versions and manual signatures.

Lack of control over who approved what.

Automated activities

Contract generation from the approved proposal.

Automatic sending for integrated e-signature.

Completion recorded and CRM updated.

Closed won

Pain points

Lack of integration between closing the deal and customer onboarding.

Risk of losing post-close information.

Automated activities

Automatic status update to “Closed won” in the pipeline.

Card creation in the customer onboarding process.

Notifications to Customer Success and Finance.

Closed lost

Pain points

No standardization for loss reasons.

Limited visibility into recurring discard reasons.

Automated activities

Automatic classification of loss reasons using AI.

Generation of a learning report to optimize the funnel.

Full history logged for future analysis.

Meet the AI Agents supporting your Sales Pipeline process

From proposal to close, Pipefy AI Agents automate critical tasks, speed up negotiations, and deliver predictability in every sale.

Sales Copilot

Acts as the seller’s intelligent assistant—analyzing history, suggesting outreach, and automating follow-ups to keep deals moving.

Automated activities:

  • Analyzes previous interactions and generates context summaries
  • Suggests the best contact cadence based on the customer profile
  • Automatically logs notes and next steps in the pipeline

Sales Proposal Agent

Automates proposal creation, pricing, and sending—ensuring compliance with commercial policies and direct integration with e-signature.

Automated activities:

  • Generates personalized proposals based on customer and inventory data
  • Validates commercial terms, discounts, and cross-sell opportunities automatically
  • Sends the proposal, collects the e-signature, and updates the sales status in the CRM

53% reduction in the sales cycle

With automations and AI, average time to close dropped from three months to 42 days—accelerating deals and improving revenue predictability.

300% growth in sales

Centralized processes and standardized proposals boosted sales team efficiency and increased sales volume by up to 3x.

95%+ adoption across Sales teams

Full adoption by Sales teams and managers, who now operate in a single connected, data-driven workflow.

pipefy-academy

Become a Pipefy expert: master building AI Agents and take your processes to the next level.

Learn hands-on how to build, automate, and scale your processes end to end with Pipefy Academy.

What you’ll learn:

Build and organize your processes

Create forms and portals to centralize requests. Structure pipes and cards to track tasks with clarity and control.

Manage information with ease

Build custom databases and keep your team’s data always up to date and connected.

Automate and accelerate results

Eliminate manual tasks with automations, AI Agents, and email tools that work for you.

Analyze and optimize your operation

Create reports, interfaces, and dashboards to visualize metrics, spot bottlenecks, and make data-driven decisions.

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Start the Process Manager course now

Learn to use Pipefy strategically, build your first agent from scratch, and gain the autonomy to scale your workflows—and gain the autonomy to scale your workflows.

Access the course

Get answers, learn more, and connect with other experts.

Join conversations, share best practices, and discover new ways to supercharge your processes.

Access Pipefy Community

Frequently asked questions

If you need help, we’re here to guide you and provide full support

Does Pipefy replace my current CRM?
Yes. CRM AI Studio is a no-code platform that centralizes your entire sales pipeline—from proposal to signature—with automated workflows and AI Agents that eliminate manual tasks and shorten the closing cycle.
Can I customize sales pipeline stages?
Absolutely. Each pipeline can be configured with the stages that match your sales process—adjusting fields, rules, and automations in minutes without relying on developers.
Does Pipefy integrate with my current systems?
Yes. CRM AI Studio has an open API and native iPaaS, enabling integrations with ERPs, BI, CRMs, and management systems. It also connects natively to WhatsApp, VoIP, email, and Power BI—with centralized, synced data.
Can I generate proposals automatically inside Pipefy?
Yes. The Sales Proposal Agent automatically creates personalized PDFs using opportunity data, applying commercial rules and discount limits. This speeds up negotiations and ensures compliance.
Does the CRM alert me when an opportunity is stalled?
Yes. You can set SLAs per pipeline stage so the system sends automatic alerts for opportunities at risk of loss or delayed responses.
Can Pipefy track sales quotas and commissions?
Yes. You can create a pipe connected to the sales pipeline that automatically records deal value, commission percentage, and performance by rep or team—with real-time dashboards.
Can I integrate the CRM with my inventory?
Yes. Using Pipefy databases, you can connect your inventory via ERP and keep product balances updated in real time—so Sales always sees the right availability before sending proposals.
Do AI Agents work for any sales model?
Yes. The Sales Copilot and Sales Proposal Agent adapt to your operation’s rules and policies—suggesting follow-ups, validating pricing, and automating repetitive tasks with full governance.
How does Pipefy ensure security and compliance?
Every workflow is traceable, with logs and versioning. CRM AI Studio provides automatic auditing, data segregation, and permission controls—with enterprise-grade compliance.
How long does it take to implement Pipefy AI Agents in the sales pipeline and start seeing results?
On average, Pipefy AI Agents are configured in minutes, and the complete intelligent sales pipeline is implemented within 20 days—from kickoff to the first automated closing cycle. That makes Pipefy the most agile no-code AI solution in the market to digitize and orchestrate commercial processes—delivering productivity gains and predictability in days, not months.

The platform global leaders trust to innovate and scale

Pipefy is one of the most respected platforms in the market, recognized by leaders for its innovation, robustness, and operational impact.

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