Which XIntelliSync plan includes Automated Deal Stage Progression?

Automated Deal Stage Progression is available on the Starter plan ($97/mo AUD) and all higher tiers. It is included in the Starter plan — the most accessible entry point.

How does Automated Deal Stage Progression save time for Australian businesses?

Automated Deal Stage Progression runs automatically 24/7, saving an estimated 2+ hrs/week per week. That's 104 hours per year returned to higher-value work.

Can Automated Deal Stage Progression replace manual crm automation tasks?

Yes. Automated Deal Stage Progression is designed to automate the manual crm automation tasks that consume time without building your business. It integrates with your existing data and runs without prompting.

What data does Automated Deal Stage Progression need to work?

Automated Deal Stage Progression reads from Your contact, lead, and deal records, Your email and calendar integrations (for context only — the agent never sends on your behalf without consent), Your customer health and engagement signals. All reads are scoped to your business. The agent never exports your data to third parties.

Which Australian industries benefit most from Automated Deal Stage Progression?

Automated Deal Stage Progression is used most actively by Professional Services, Real Estate, Digital & Tech operators. Each has a different reason to run this agent — Client relationships, referral tracking, account expansion.

/CRM Automation

CRM AutomationStarter — $97/moActive 24/7

Automated Deal Stage Progression

Agent #25 of 150

Automated Deal Stage Progression — handled before you ask.

Move deals through pipeline stages based on activity and engagement

What It Handles

Runs automatically 24/7 without manual input

Integrates with your existing business data

Flags exceptions for your review

Logs all actions for audit and compliance

How Automated Deal Stage Progression works in your business

Watches your contact, lead, and deal records for the signal you defined.

Triggers when the signal appears — a new lead, a stage change, a dormant account, a renewal window. Acts within the policy you configured. Logs every interaction to the customer record so the history is defensible.

Before Automated Deal Stage Progression. After Automated Deal Stage Progression.

Before

You chase cold leads by memory, miss follow-up windows, and lose deals to silence you did not notice.

After

The agent sees the silence and acts within the policy you set. You handle the humans; the agent handles the chasing.

What Automated Deal Stage Progression reads

·Your contact, lead, and deal records
·Your email and calendar integrations (for context only — the agent never sends on your behalf without consent)
·Your customer health and engagement signals

What Automated Deal Stage Progression produces

·Logged activities in your CRM with timestamp and agent attribution
·Ranked leads with confidence scores and reasoning
·Suggested next actions routed to your sales queue

Where Automated Deal Stage Progression fits

50 agents on Starter. The foundations — the tasks that should not cost you time.

2+ hrs/week

Time Saved

per week, on average

24/7

Runs

no prompts needed

Starter

Tier

from $97/mo AUD

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Stop doing this manually.

2+ hrs/week saved per week. Starter plan. First month 50% off.