40%
Less manual work
6
Live agents
It logs activity, updates deal stages, enriches contacts, cleans duplicates, and proactively flags cold deals — so your CRM finally reflects reality without anyone maintaining it.
The problem
Updating the CRM is everyone’s job, which means it’s nobody’s.
Forecasts, follow-ups and decisions all rest on data nobody trusts.
The agent keeps the CRM current for you and flags the deals that need attention.
Connects email, calendar, and CRM to capture every interaction.
Updates stages, enriches fields, and cleans duplicates automatically.
Analyses every deal for risk signals and momentum loss.
Sends a Slack or email digest of what needs attention.
A CRM that's current and trustworthy, every day.
Before anything connects, we run a structured session to map your pipeline.
We build the sync connections, the intelligence layer, and the digest, then hand it over with docs.
We build on the tools that fit your business, and never lock you in.
These agents work together to automate more of your business.
Makes and qualifies outbound calls so reps only talk to warm leads.
Finds, enriches, and scores leads that match your ideal customer.
Writes and sends personalized cold email that actually gets replies.
Anything else? Ask us on the scoping call.
HubSpot, GoHighLevel, Pipedrive, Airtable, and any API-enabled system.
No. It fills gaps and follows the data rules we agree with you. Every merge and stage change is logged for review.
Using thresholds you set, such as days without activity, missed follow-ups or deals stuck in one stage.
Slack, email or WhatsApp, as a daily or weekly digest.
Your email, calendar and CRM, so every meeting, reply and call is captured automatically.