B2B software resellers often lose pipeline to silence: deals drift for weeks with nobody noticing. A CRM watchdog flags idle deals, briefs the owner on Slack and drafts an AI re-engagement email, typically reopening about 31% of stalled opportunities.
Typical results
₪600K
Pipeline reopened in Q1
1 day
Max time a stall goes unseen
5x
More re-engagement follow-ups
Figures reflect typical results for this kind of automation.
The challenge
With 40+ open deals per rep, opportunities quietly stalled after a demo or an unanswered proposal. Nobody tracked idle time, so follow-ups happened only when someone stumbled on an old record — often a month too late. The pipeline report looked healthy while a third of it had gone cold, and manual pipeline reviews ate hours every week.
Before and after
Days a stall goes unnoticed
−97%Re-engagement follow-ups per week
5×Quarterly pipeline reopened
6×The automation
We built a Make scenario that scans the CRM nightly for deals with no activity in 14 days. For each one, it compiles a context packet — last touchpoint, stage, and days idle — and pings the deal owner on Slack. An OpenAI step drafts a re-engagement email tailored to the last conversation, ready to edit and send in one click. Deals stay on the watchlist until the stage moves, with a weekly digest for managers.
How it works
- 01
Nightly scan
A Make scenario sweeps the CRM every night for deals with no activity in 14 days.
- 02
Context packet
The watchdog compiles stage, deal value, days idle, and the last touchpoint for each flagged deal.
- 03
Slack ping
The deal owner gets an alert with full context and one-click actions.
- 04
AI draft
OpenAI writes a re-engagement email tailored to the last conversation, ready to edit and send.
- 05
Loop until moved
Deals stay on the watchlist until the stage changes, with a weekly digest for managers.
Starts from
- CRM deal data
- 14-day idle timer
Delivers
- Slack alert to owner
- AI re-engagement draft
- Revival tracking
The impact
Typically about 31% of flagged deals move back into active stages within a quarter, which for a reseller of this size can mean roughly ₪600K of reopened pipeline. Reps go from three manual follow-ups a week to fifteen assisted ones, and no deal sits untouched for more than a day past the threshold.
Questions about this automation
How does the watchdog decide a deal has stalled?
A Make scenario runs every night and checks each open deal for its last logged activity, such as an email, call, meeting or stage change. Deals with no activity for 14 days are flagged. The threshold can differ by stage, for example a shorter window after a proposal is sent than during a long evaluation.
Does the AI email go out on its own?
No. OpenAI drafts the re-engagement email from the deal's last conversation and stage, and the owner opens it from the Slack alert to edit and send. Owners can also snooze a deal with a reason, such as a buyer on leave, so it stops appearing in alerts until a set date.
What do sales managers see?
Managers get a weekly digest listing every flagged deal, how long it has been idle, its value and whether the owner acted on the alert. Deals stay on the watchlist until their stage changes. This is a multi-step build, usually rolled out in stages, with the nightly scan and Slack alerts first.