01
AI-driven deal scoring
Score each deal on the signals in your CRM, and see what is driving the score.
Pipeline Scoring Agent
pegasus · Pipeline Scoring Agent
governed by CIP
Pipeline Scoring Agent · CRM suite
- Connected to Salesforce, HubSpot, Dynamics 365Merge
- AI-driven deal scoringPegasus
- Velocity analysisPegasus
- Forecast intelligencePegasus
- policyEvery score is explained by the signals behind it.CIP
doneDeployed with the CRM suite
Illustrative sampleThe Pegasus impact
The Pegasus Pipeline Scoring Agent helps sales leaders forecast on evidence by scoring deals, analyzing velocity and adding forecast intelligence, on whichever CRM you run.
Pipeline forecasts are based on gut feel. Reps do not update the CRM, so the number in the forecast call is an opinion.
- CRM platforms supported through Merge
- 30+
- Specialized agents in the CRM suite
- 4
- To deploy, from connected systems to go-live
- 4 weeks
- Of hypercare after launch
- 30 days
Capabilities
AI does the volume. Humans keep the judgment.
02
Velocity analysis
Track how fast deals move through each stage, and surface the ones that have stalled.
03
Forecast intelligence
Compare the submitted forecast with the scored pipeline, and see the gap between them.
Systems connected
Connected to the systems you already run.
Works across any CRM via Merge: Salesforce, HubSpot, Dynamics 365, Pipedrive, Zoho and 30+ more.
- Salesforce
- HubSpot
- Dynamics 365
- Pipedrive
- Zoho
Governance built in
Human-in-the-loop control, with every action audited.
- Every score is explained by the signals behind it
- Forecast calls stay with sales leadership
- CIP audit trail
FAQ
Pipeline Scoring Agent FAQs
A suite connects to your platforms through Merge's unified APIs. Whether your HRIS is Workday, BambooHR, or HiBob, the same AI agents work identically — because Merge normalizes the data model. You get consistent intelligence regardless of which vendor you chose.
4 weeks. Week 1: Connect your systems. Week 2: Configure agents and workflows. Week 3: Test with real data. Week 4: Go live. 30-day hypercare included after launch.
A one-time deployment fee scoped to the number of agents and complexity, plus a monthly retainer for managed operations. We quote both once we know which agents you need. Works with whatever platforms you have — no additional per-platform fees.
No. The deployment fee is scoped to the number of agents and their complexity, so the scoping call starts from the agents you need. If one workflow is the whole problem, a packaged Pegasus agent piloted on that workflow is the faster start.
Workday's Sana agents work inside Workday. Moveworks supports Workday plus a few other platforms. Pegasus suites work across whatever you have — 60+ HRIS platforms, 40+ ATS platforms, 30+ accounting platforms, 30+ CRM platforms — powered by Merge. When your problem spans your entire platform ecosystem, the suite connects the intelligence across all of it.
Related agents
The other agents in the CRM suite, and the packaged agents the same team uses.
Additional resources
The CRM suite
AI agents that score pipelines, clean data, build cross-system customer views, and predict renewal risk — across any CRM platform.
200+ platforms through Merge
HRIS, ATS, accounting, CRM, ticketing and file storage, connected during onboarding with no custom integration build.
CIP, the control plane under every agent
Open-source governance: every action audited, every deployment versioned, every decision explainable. MIT-licensed.
Next step
Start running your sales and customer operations on Pegasus.
Book a scoping call and we'll map your CRM platforms, the agents you need, and the timeline.