01 · AI-driven deal scoring
Pipeline Scoring Agent
Scores deals, analyzes velocity and adds forecast intelligence to your CRM pipeline.
See the Pipeline Scoring AgentPegasus for CRM
Pipeline intelligence and data hygiene across your sales platform
4 agents · 30+ platforms · 4-week deployment
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
Pegasus for CRM helps sales and revenue operations teams forecast on evidence and trust their data by deploying a suite of specialized agents for pipeline scoring, data hygiene, unified customer views and renewal risk across any CRM platform.
Your CRM data is unreliable. Reps don't update it. Duplicate records multiply. Pipeline forecasts are based on gut feel. Customer intelligence is trapped in the CRM while support tickets, billing, and usage data sit in other systems.
- CRM platforms unified through Merge
- 30+
- Specialized agents deployed together
- 4
- To deploy, from connected systems to go-live
- 4 weeks
- Of hypercare after launch
- 30 days
Agents
AI agents that score pipelines, clean data, build cross-system customer views, and predict renewal risk — across any CRM platform.
02 · Duplicate detection
Data Hygiene Agent
Detects duplicates, standardizes fields, enriches records and monitors data decay in your CRM.
See the Data Hygiene Agent03 · One unified customer view
Customer 360 Agent
Builds a unified customer view across CRM, ticketing, billing and usage data.
See the Customer 360 Agent04 · AI-powered sentiment analysis
Renewal Risk Agent
Predicts churn from support sentiment, usage trends and engagement signals.
See the Renewal Risk AgentDeployed in four weeks, not four months
No per-seat charges. No per-platform fees. One deployment, ongoing managed operations.
Week 1
Connect
Authenticate your platforms through Merge. Data flows within hours.
Week 2
Configure
Configure AI agents, define workflows, set governance policies via CIP.
Week 3
Test
End-to-end testing with real data. Validate accuracy, latency, and edge cases.
Week 4
Go live
Production deployment with 30-day hypercare included.
- Deployment
- A one-time fee, scoped to the number of agents and complexity.
- Managed operations
- A monthly retainer for managed operations.
30+ CRM platforms
Why Pegasus for CRM
Your CRM vendor's AI only sees CRM data. Pegasus connects your CRM to ticketing, billing, and usage systems — building customer intelligence that no single vendor can provide.
FAQ
CRM suite 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.
Start smaller with one agent
If one workflow is the whole problem, a packaged agent piloted on that workflow is the faster start.
Other suites
Pegasus for HRIS
Deep AI agents that handle security diagnostics, access governance, compliance evidence, and onboarding orchestration — across whatever HRIS you run.
Pegasus for ATS
AI agents that screen candidates, coordinate interviews, optimize offers, and manage the hire-to-onboard transition — across any ATS platform.
Pegasus for Accounting
AI agents that automate close processes, expense intake, fraud detection, reconciliation, and accounts payable — across any accounting platform.
Next step
Start running your sales and customer operations on Pegasus.
Book a scoping call and we'll map your CRM platforms, agents, and timeline.