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What is Needle?

Needle is a proactive GTM agent platform built to help sales and revenue teams manage pipeline activity, deal follow-up, CRM hygiene, and revenue operations from Slack or Microsoft Teams. Instead of acting like a static dashboard, Needle functions as a personal AI teammate that can take action, surface risks, and suggest next steps inside the communication tools revenue teams already use. Each user gets a Needle agent that acts on their behalf, mirrors their permissions, and only accesses tools, data, and workflows that the user is authorized to use. The platform connects to CRM systems, email, calendars, documents, spreadsheets, call recordings, enrichment tools, outbound platforms, and thousands of other integrations. Needle can detect stalled opportunities, identify quiet champions, draft follow-up emails, attach relevant case studies, update CRM fields, research accounts, enrich contacts, and create action plans for deals that need attention. Its proactive behavior allows it to flag pipeline risks before a manager or rep has to search for them manually. The platform maintains memory and reusable skills so agents can learn how a team works and repeat preferred workflows over time. Needle routes work across multiple AI models from providers such as Claude, OpenAI, Gemini, DeepSeek, Mistral, Qwen, GLM, and MiniMax to match tasks with the right model while avoiding vendor lock-in. Security is designed around sensitive revenue workflows, with explicit app connections, permission mirroring, private company context, and a commitment not to train models on customer data. Compliance and security posture include SOC 2 Type II, ISO 27001, GDPR, and CCPA alignment. Needle helps GTM teams turn AI agents into practical revenue operators that keep deals moving, reduce administrative overhead, and improve pipeline visibility.

What is Microsoft Agent 365?

Microsoft Agent 365 provides a comprehensive management layer for organizations adopting AI agents, giving IT teams the ability to oversee and secure agents with the same tools used for traditional user management. Acting as a centralized registry, it identifies every agent—whether authenticated with Entra agent ID, manually registered, or detected as a shadow agent operating within the system. By leveraging Microsoft Defender, the platform brings enterprise-grade threat protection and security posture management to agentic workflows. Identity access for agents is governed through Microsoft Entra, ensuring every automated system interacts with corporate resources securely and responsibly. Purview adds another layer of governance, enabling teams to track, classify, protect, and audit the data that agents access or generate. Through integrations with Microsoft 365 and Power Platform, agents gain the ability to work inside Word, Excel, Power Apps, Power BI, and automated workflows. Work IQ connects agents to each organization’s unique knowledge graph, unlocking rich contextual reasoning for better task execution. IT administrators can join Microsoft’s Frontier early access program to try Agent 365 and enable it for selected users or the entire tenant. Microsoft’s broader ecosystem also supports deploying agents through Copilot, building them in Copilot Studio, and designing advanced systems in Foundry. Agent 365 is designed to help enterprises scale agent adoption confidently, securely, and efficiently as AI becomes a core part of daily operations.

Media

Media

Integrations Supported

Airtable
Axis LMS
Confluence
Dropbox
Gmail
Google Drive
HubSpot CRM
MCPTotal
Microsoft 365
Microsoft 365 Copilot
Microsoft Defender Antivirus
Microsoft Entra
Microsoft Entra ID
Microsoft Foundry
Microsoft OneDrive
Microsoft Purview
Microsoft Teams
Notion
Slack
Zendesk

Integrations Supported

Airtable
Axis LMS
Confluence
Dropbox
Gmail
Google Drive
HubSpot CRM
MCPTotal
Microsoft 365
Microsoft 365 Copilot
Microsoft Defender Antivirus
Microsoft Entra
Microsoft Entra ID
Microsoft Foundry
Microsoft OneDrive
Microsoft Purview
Microsoft Teams
Notion
Slack
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$199/agent/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Needle

Date Founded

2024

Company Location

United States

Company Website

needle.app/

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

www.microsoft.com/en-us/microsoft-agent-365

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