Keep every customer relationship healthy and visible.
Pipeline management, churn risk detection, customer onboarding, renewal monitoring — theywork365 CRM agents work inside your existing CRM and M365 tools to keep your customer relationships on track.
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100%
Pipeline coverage, always current
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Early
Churn signals surfaced proactively
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0
Customer data leaving your tenant
CRM data is only valuable if it's clean, current, and acted upon. Most teams struggle with all three: data goes stale, signals get missed, and customer success managers spend their time on data hygiene instead of customer relationships. theywork365 CRM agents keep your data clean, surface the right signals at the right time, and automate the operational work so your team focuses on the customers that need them most.
What CRM agents can do for you.
Each agent is built specifically for your processes and data. Pricing is per action — you pay only for the value delivered.
- 01
Pipeline Manager
per Deal reviewed
Monitors deal stages continuously, flags stalled opportunities, and sends prioritized next-action recommendations to account owners — keeping your pipeline clean and your forecast reliable.
Before
Account managers review their pipeline weekly, but stalled deals stay in the system for months. Managers don't know which deals need attention until the end of quarter.
After
Every deal is reviewed daily by the agent. Account owners receive proactive alerts on deals that haven't moved. Managers always know the real state of the pipeline.
How the agent works — step by step
- 1
Agent reads all open opportunities from CRM daily
- 2
Calculates days since last activity and stage velocity
- 3
Flags deals stalled beyond expected duration for their stage
- 4
Identifies deals with upcoming close dates and no recent contact
- 5
Sends prioritized action list to each account manager via Teams
- 6
Generates weekly pipeline health report for the sales manager
- 1
- 02
CRM Analyst
per Report generated
Analyzes customer data to identify trends, churn risk signals, upsell opportunities, and segment performance — delivering structured reports to CS leadership and account managers weekly.
Before
CRM analysis is done quarterly by someone spending days in Excel. Trends are identified retrospectively. Churn is confirmed when it's too late to prevent.
After
The team receives weekly CRM intelligence. Churn signals are surfaced while there's still time to intervene. Upsell opportunities are identified proactively.
How the agent works — step by step
- 1
Agent reads all customer records, activity logs, and usage data from CRM
- 2
Calculates health scores: engagement frequency, product usage, support volume
- 3
Identifies customers with declining health scores — churn risk flags
- 4
Surfaces customers with high health scores and expansion potential
- 5
Generates weekly CRM health report: at-risk, healthy, expansion-ready segments
- 6
Posts to Customer Success channel with account-level breakdowns
- 1
- 03
Customer Onboarding Agent
per Onboarding completed
Guides new customers through product setup and first value milestones via automated Teams or email sequences — tracking completion and alerting the CS team when a customer is falling behind.
Before
Customer onboarding is inconsistent. CSMs manually send setup emails and check in sporadically. Customers who struggle don't always ask for help — they churn quietly.
After
Every customer gets a structured onboarding experience. CS is alerted only when milestones are missed. Time-to-value decreases and early churn drops.
How the agent works — step by step
- 1
New customer record created in CRM triggers the agent
- 2
Agent sends welcome sequence via Teams or email with setup steps
- 3
Tracks milestone completion: account configured, first action taken, team invited
- 4
Sends nudges when milestones are overdue by 2+ days
- 5
Alerts assigned CSM when a customer is stuck at a specific step
- 6
Generates onboarding completion report at day 30 for CS leadership
- 1
- 04
Renewal Risk Monitor
per Account flagged
Flags accounts approaching renewal dates with low engagement or declining health scores — giving the CS team enough lead time to intervene before the customer decides to leave.
Before
Renewals are reviewed 30 days before the date — often too late to address the underlying issues. Churn feels sudden but the signals were there for months.
After
At-risk renewals are identified 90 days in advance. The CS team has time to run a save playbook and address the root cause. Renewal rates improve.
How the agent works — step by step
- 1
Agent monitors renewal dates and health scores for all accounts
- 2
Flags accounts with renewals in 90, 60, and 30 days
- 3
Applies health score weighting: low-health + upcoming renewal = high priority
- 4
Sends alert to assigned CSM with account health history and risk summary
- 5
Suggests intervention playbook based on the identified risk pattern
- 6
Tracks intervention outcome and updates account health record
- 1
- 05
Contact Enricher
per Contact enriched
Automatically enriches CRM contact and account records with missing data — company size, industry, role, LinkedIn profile — keeping your database accurate without manual research.
Before
CRM records are created with minimal data and never updated. Segmentation is unreliable because the data is incomplete. Personalization is impossible at scale.
After
Every contact record has complete, current data. Segmentation becomes accurate. Marketing and sales personalization improves measurably.
How the agent works — step by step
- 1
Agent runs a weekly scan of CRM for incomplete contact and account records
- 2
Identifies missing fields: company size, industry, role, country
- 3
Enriches records using integrated data sources and M365 signals
- 4
Flags ambiguous cases for human review instead of auto-filling
- 5
Generates weekly data quality score showing improvement over time
- 6
Logs all enrichment actions for audit trail
- 1
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