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Agentic AI: strategic impact on processes

Use case: CRM AI Studio

Unstructured

20 days
(160 hours)
  • Manual processes in spreadsheets and email
  • Forgotten leads and rework across multiple systems
  • Lack of reliable data for decision-making
–65%

Structured

7 days
(56 hours)
  • Rigid CRM and fragmented communication channels
  • Dependence on IT and consultants to adapt workflows and rules
  • Lack of integration between Marketing, Sales, and Customer Success
–71%

Automated

2 days
(16 hours)
  • Email automation
  • Lack of context across teams
  • Metrics scattered across different systems
–98%

Agentic

Minutes
  • AI Agents execute tasks, analyses, and decisions
  • Integrated workflows from Marketing to post-sales
  • Full omnichannel coverage: WhatsApp, email, voice, and portals in one place
  • A CRM that adapts to your pace—not the other way around

Example of an AI Agent–orchestrated workflow for CRM AI Studio

Stage
Pain points
Automated activities
AI Agents
Lead qualification

Pain points

Leads come in from multiple channels and spreadsheets with no standardization.

No visibility into hot and duplicate leads.

Too much time spent on triage and data enrichment.

Automated activities

Automatic enrichment of company and contact data.

Lead Scoring based on ICP and behavior.

Instant routing of qualified leads to the right sales rep.

Lead Enrichment Agent Lead Scoring Agent
Sales pipeline

Pain points

Generic outreach and lack of context in deals.

Time wasted on manual follow-ups and rework.

Sales proposals created slowly and without standardization.

Automated activities

Generation of personalized outreach summaries and scripts.

Automatic creation and sending of proposals with built-in commercial rules.

Automatic logging of contacts, interactions, and next steps in the CRM.

Sales Copilot Agent Sales Proposal Agent
Activity tracking

Pain points

Hard to track tasks and pending items by sales rep.

Limited visibility into completed and overdue activities.

Missed opportunities due to lack of structured follow-up.

Automated activities

Automatic creation of tasks and follow-up reminders.

Real-time status updates and execution dashboards.

Automatic alerts for cards stalled beyond the defined SLA.

Activities & Automated Follow-ups Agent Coaching Agent
Approvals workflow

Pain points

Slow validation of discounts and commercial terms.

Lack of traceability and control over sent proposals.

No standardization and compliance in approval policies.

Automated activities

Automatic submission of proposals for review and e-signature.

Validation of commercial terms and discounts based on business rules.

Status updates and team notifications after approval.

Sales Proposal Agent Coaching Agent
Customer onboarding

Pain points

Lack of alignment between Sales and Support at the start of the project.

Manual handoffs and loss of critical customer information.

Hard to track onboarding SLAs and deliveries.

Automated activities

Automatic handoff between Sales and Customer Success with full customer context.

Creation of implementation tasks and reminders based on the customer plan.

Tracking deliveries and deadlines with automatic alerts and dashboards.

Customer Support Copilot Activities & Automated Follow-ups Agent
Commission & quota tracking

Pain points

No visibility into performance and results by sales rep.

Manual commission calculations prone to errors and discrepancies.

Delays in generating consolidated reports for quotas and KPIs.

Automated activities

Automatic logging of closed-won deals and commission values.

Real-time updates of quotas and performance by team or rep.

Automatic generation of results reports and dashboards.

Activities & Automated Follow-ups Agent Coaching Agent

Meet the AI Agents powering CRM AI Studio

Each AI Agent helps speed up decisions, keep your team focused on the right leads, and accelerate time-to-value for your customers.

Lead Enrichment Agent

Enriches lead information with internal and external data.

Automated activities:

  • Enriching company, department, and contact information.
  • Automatically consolidating duplicate leads and updating missing fields.

Lead Scoring Agent

Analyzes variables to score based on ICP and prioritize leads.

Automated activities:

  • Calculating fit and intent scores.
  • Identifying leads ready for outreach.
  • Automatic routing to the responsible SDR.

Sales Proposal Agent

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

Automated activities:

  • Generating personalized proposals based on customer and inventory data.
  • Validating commercial terms, discounts, and cross-sell opportunities automatically.
  • Sending the proposal, collecting the e-signature, and updating the sales status in the CRM.

Sales Copilot Agent

Supports the SDR with context and suggestions based on historical data and ICP.

Automated activities:

  • Generating summaries of contact history.
  • Suggesting outreach and a personalized script.
  • Automatically filling in CRM fields.

Activities & Automated Follow-ups Agent

Ensures onboarding steps and deadlines are met, eliminating operational gaps and lack of follow-through.

Automated activities:

  • Creating implementation tasks and assigning owners.
  • Sending automatic reminders for pending items and deadlines.
  • Updating dashboards and customer status in real time.

Coaching Agent

Evaluates interactions between the rep and the customer, provides feedback, and suggests more effective approaches.

Automated activities:

  • Analyzing messages and meetings for engagement patterns.
  • Recommending communication improvements based on best practices.
  • Suggesting quick replies and support materials for the Customer Success team.

Customer Support Copilot

Compiles information from the sales process and prepares automatic handoffs to accelerate customer time-to-value.

Automated activities:

  • Analyzing previous interactions and generating context summaries.
  • Suggesting the best contact cadence based on the customer profile.
  • Automatically logging notes and next steps in the pipeline.

75% faster lead qualification

AI Agents cut triage and enrichment time from days to minutes—speeding up the handoff of hot leads to the Sales team.

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.

Up to 300% more sales

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

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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.

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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

How does Pipefy automate Marketing, Sales, and Support work?
CRM AI Studio uses AI Agents to execute tasks and decisions across the entire funnel—from lead qualification to onboarding and quota tracking. They automate analysis, follow-ups, proposals, and cross-team communications to keep operations connected, fast, and predictable.
Can AI identify opportunities and automatically prioritize outreach?
Yes. The Lead Scoring Agent classifies leads and accounts based on profile, engagement, and history, while the Sales Copilot suggests next steps and personalized outreach to accelerate conversion.
Does the system also support post-sales and Customer Success?
Yes. The Customer Support Copilot and the Activities Agent automate handoffs, onboarding, and follow-ups. They ensure every customer gets proactive guidance—and that no delivery or deadline is missed.
Can I integrate CRM AI Studio with my sales and support channels?
Yes. The platform is omnichannel and connects to WhatsApp, email, voice/VoIP, portals, and forms—plus existing CRMs and ERPs—so you can manage the entire customer journey in one place.
Can I automate sales proposals and internal approvals?
Yes. The Sales Proposal Agent generates, prices, and sends proposals automatically based on business rules and discount policies. It can also trigger approval workflows and e-signature to ensure speed and compliance.
Does CRM AI Studio replace my current CRM?
It can replace or complement it. You can integrate with Salesforce, HubSpot, Pipedrive, and other systems—layering Pipefy AI and automations on top of your current workflows without migrating everything at once.
Does CRM AI Studio provide dashboards and reports for the entire operation?
Yes. Dashboards show real-time metrics for every stage—conversion, response time, productivity, onboarding, and quotas—with fully auditable, centralized data.
Can I integrate CRM AI Studio with BI, ERP, and finance tools?
Yes. The platform has an open API and native integrations with Power BI, Looker, Google Sheets, ERP systems, and billing/invoicing tools—enabling complete analysis without rework.
Can the system learn from my funnel data to make better decisions?
Yes. AI Agents can analyze historical performance across Sales and post-sales to make smarter decisions about new opportunities. With each cycle, workflows become more accurate and tailored to your operation.
How long does it take to implement CRM AI Studio’s AI Agents and see results?
Pipefy AI Agents are quickly configured in a no-code studio, letting you activate CRM workflows, qualification, follow-ups, and handoffs in just a few days. On average, use cases deliver measurable impact within 20 days—bringing intelligent automation, sales predictability, and ROI 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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