CRM & Sales
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Pipedrive Customer Win-Back Agent

If you’re tired of losing deals and want to recover revenue, this agent tracks lost deals, reviews their history, adds personalized notes, schedules follow-up activities, attaches relevant products, applies targeted discounts, and ensures your team follows up with every lost opportunity. Turn lost deals into new sales.

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Lost Deals Are Forgotten and Never Re-Engaged

You know your team is missing out on easy revenue because lost deals fall through the cracks and no one follows up. The agent ensures every lost deal is flagged, documented, and assigned for a win-back attempt.

No Systematic Way to Offer Comeback Discounts

You want to offer targeted discounts to lost customers, but your team forgets or applies them inconsistently. The agent automatically attaches the right discount to each lost deal, so every outreach is compelling.

Follow-Up Tasks Are Missed or Untracked

Your sales reps are too busy to manually create follow-up activities for every lost deal. The agent schedules and assigns these tasks instantly, so nothing slips through.

Lost Deal Context Is Scattered or Missing

When your team does follow up, they often lack context about why the deal was lost or what to offer. The agent adds a summary note with key insights and recommended next steps on every lost deal.

Wrong Products Pitched in Win-Back Attempts

Your team sometimes pitches irrelevant products when trying to win back lost customers. The agent attaches the most relevant products to each deal, so outreach is always on target.

How to hire your agent

1

Connect Your Pipedrive Account

Securely link your Pipedrive CRM in a few clicks so the agent can access your deals, activities, and products.

2

Tell the Agent Your Win-Back Preferences

Specify which lost deals to target, what products to attach, and which discounts to offer. Set your approval preferences for sensitive actions.

3

Agent Goes to Work

The agent finds lost deals, reviews their history, adds notes, schedules follow-up activities, attaches products, applies discounts, and ensures your team follows up—recovering revenue automatically.

You doing it vs. your agent doing it

Manually searching for lost deals every week and building a spreadsheet to track re-engagement.
Agent automatically identifies and tracks every lost deal in real time.
2+ hrs/week
Creating follow-up activities and reminders for each lost deal by hand (and often forgetting some).
Agent instantly schedules and assigns follow-up activities for every lost deal.
1 hr/week
Copy-pasting product info and discounts into deal notes, risking errors or omissions.
Agent attaches relevant products and applies the correct discount to each deal automatically.
30 min/deal
Reviewing deal history and writing summary notes for your reps before they follow up.
Agent analyzes deal history and adds a personalized note with key context for every win-back attempt.
15 min/deal
Chasing your team to make sure follow-ups actually happen and nothing is missed.
Agent adds followers and tracks accountability, so every lost deal is followed up and visible.
30 min/week

Agent skill set

What this agent knows how to do

Identifies and Tracks Lost Deals

Automatically scans your Pipedrive pipeline to find all deals marked as lost, ensuring no missed opportunities for re-engagement.

Reviews Deal and Customer History

Analyzes each lost deal’s timeline, including notes, activities, products, and participants, to understand why the deal was lost and tailor the recovery approach.

Adds Personalized Notes for Context

Attaches custom notes to each lost deal, summarizing key details and suggested talking points for your team’s follow-up.

Schedules Follow-Up Activities

Creates and assigns follow-up tasks or activities for your sales team, making sure every lost deal gets timely attention.

Attaches Relevant Products to Deals

Links the most relevant products or services to each lost deal, so your team can pitch the right solution in their win-back efforts.

Applies Targeted Discounts

Adds special discounts to lost deals, giving your team a compelling offer to win back the customer.

Ensures Team Accountability

Adds followers to each deal and activity so the right team members are always in the loop and responsible for follow-up.

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