Needle

What is Needle?

Needle is a proactive AI agent for revenue teams. Each representative gets a personal agent in Slack or Microsoft Teams that works across CRM, email, calendar, documents, and sales systems. It handles CRM housekeeping, analyzes pipeline activity, spots stalled deals, suggests next actions, and can draft or carry out approved follow-up.

The agent mirrors the user's permissions, uses its own workspace for files and complex tasks, and learns recurring working patterns as memories and skills. The site lists more than 3,000 integrations, including HubSpot, Salesforce, Gmail, Outlook, Calendar, LinkedIn, Apollo, Clay, Gong, Pipedrive, and Attio.

How to Use Needle

1. Connect the CRM, email, calendar, documents, and sales tools.
2. Give each representative a personal agent in Slack or Teams.
3. Let the agent analyze accounts, pipeline changes, and communication history.
4. Review proactive alerts and suggested next steps.
5. Mention the agent to draft messages, update CRM records, research accounts, or complete approved work.

Core Features

• Proactive pipeline monitoring: Flags quiet or stalled deals before a user asks.
• CRM housekeeping: Updates records and enriches sales information.
• Personal permissions: Acts only within the connected user's access rights.
• Revenue-tool integrations: Works across CRM, email, calendar, documents, and sales systems.
• Agent workspace: Handles files and multi-step tasks on its own computer environment.
• Memory and skills: Learns how the user works and builds reusable capabilities.

Use Cases

• Deal risk detection: Find inactive opportunities and recommend a next move.
• Sales follow-up: Draft tailored outreach and create messages in email tools.
• Account research: Collect and organize information for representatives.
• Pipeline operations: Update CRM records, forecasts, and next steps from connected activity.

Frequently Asked Questions

Where do users interact with Needle?

The website presents the agent inside Slack and Microsoft Teams.

Does Needle use each person's permissions?

Yes. The agent mirrors the user's permissions and cannot access actions unavailable to that person.