Give every open deal a next step.

Find quiet opportunities and slipping close dates while there is still time to act. Bring the evidence and a prepared follow-up to the person who owns the deal.

Try the example

Which deals need a next step this week?

Fernbank’s £15,360 proposal has no recorded activity for 18 days. More importantly, the economic buyer and decision process are still unknown against your MEDDICC approach.

Ask Rachel who needs to be involved and agree a decision meeting. Keep unknown MEDDICC fields visible rather than filling them with guesses.

Illustrative example. No live connections or actions.

How Pipeline Watch works.

Read the current pipeline

Bring open deals, stages, values and close dates into view. Keep the CRM as the source of truth.

Find what has stopped moving

Flag inactivity, slipped dates and missing next steps using the thresholds your team agrees. Show the evidence behind each flag.

Help the owner move it forward

Prepare a follow-up or propose a next-step task when those connections are enabled. Keep customer outreach held for approval.

Connected to the records you trust.

Agree inactivity thresholds and high-value priorities. Follow-up drafting is optional and starts disabled in the built-in template.

Start with

CRM pipeline records: deals, stages, values, owners and close dates.

Add context where connected

CRM activity, email drafting, next-step tasks and team notifications.

Connections, access and available actions are scoped during setup.

Before you start.

Will it invent or change our forecast?

No. The workflow reads your recorded deals and flags gaps. A flagged deal is not a forecast adjustment or a lost opportunity.

What counts as a stalled deal?

Use the inactivity threshold and other checks agreed for your sales cycle. The evidence should remain available to the owner.

Does it send follow-ups automatically?

The built-in template holds outreach for approval. Drafting is optional and must be enabled with the appropriate connection.

Start with your process.

We’ll work through the sources, rules and first useful workflow with you.

Arrange a demo

Opens an email to luke@zarco.uk. No calendar slot is reserved.