AI CRM Agent
Your CRM updates itself, flags what's going wrong, and tells you before a deal dies.Starting at $X Delivered in 7 days.
A CRM nobody updates is just an expensive contact list.
The problem isn't the CRM. It's that keeping it accurate requires constant manual effort nobody actually does.
Data Latency
Calls happen, emails go out, meetings get held none of it gets logged. Your pipeline data is 3 weeks behind reality.
Pipeline Stagnation
Deals sit in the same stage for months. Nobody notices until the client's already gone cold.
Founder Blindness
Founders and sales leads are flying blind no visibility on what's moving, what's stuck, and what needs attention right now.
Keep Your Pipeline Clean and Intelligent Automatically
The AI CRM Agent keeps your pipeline clean, current, and intelligent without anyone touching it manually. It logs every interaction automatically, updates deal stages based on what's actually happening, fills in missing contact data, and proactively alerts you when a deal is going cold, a follow-up is overdue, or something in your pipeline needs your attention. Your CRM stops being a task and starts being a real-time picture of your business.
Automated CRM Operations
Capture & Update
Agent connects to email, calendar, and CRM. Every touchpoint emails, calls, meetings captured and mapped automatically.
Deal stages updated based on activity. Contact fields filled from LinkedIn and signatures. Duplicate records cleaned.
Intelligence & Alerts
Analyses every deal against thresholds like days in stage and last contact. Identifies cold deals and overdue follow-ups.
Daily or weekly digest sent via Slack or Email. Plain-English summary of what's moving and what's stuck.
CRM always current. Pipeline always accurate. You always know what needs to happen next before it's too late.
WHAT WE BUILD FOR YOU
Before anything is connected, we run a structured session to map your entire sales operation:
Your pipeline structure
Stages, deal types, what movement between stages actually means.
Your alert thresholds
How many days in a stage before a deal is flagged, what overdue looks like.
Your data standards
What fields matter, what should always be filled, what constitutes a clean record.
Your digest format
What you want to see, how often, and where Slack, email, WhatsApp.
Your CRM
HubSpot, GoHighLevel, Pipedrive, Airtable, or any CRM with an API.
Then we build the sync connections, configure the intelligence logic, set your alert thresholds, build the digest, test across your live pipeline, and hand off a system that keeps your CRM accurate without anyone thinking about it.
CRM Maintenance on Autopilot
TECH STACK - YOUR CHOICE
HubSpot
GoHighLevel
Pipedrive
Airtable
Real Numbers. Real Businesses.
SaaS Startup
United States
The Situation Before
Sales team of 12. CRM updated 40% of the time. Founder had no real visibility on pipeline health. Two deals worth $38,000 went cold.
Intelligence as a Service.
Full AI CRM Agent
Complete automated CRM maintenance and pipeline intelligence system.
$X
Every Build Includes
- Discovery session, pipeline and threshold mapping
- CRM integration setup (HubSpot, GHL, Pipedrive, etc.)
- Email and calendar sync configuration
- Intelligence layer for deal health and stage logic
- Custom digest and alert build (Slack/WhatsApp/Email)
- Test run across your live pipeline
- Handoff call and full documentation
Need Something Custom?
Customisation based on your specific business logic, integrations, or volume is available. Book a scoping call and we will quote you before anything starts.
Book a Scoping CallPayment Terms
50% upfront to start the build. 50% on delivery once you are satisfied. No surprises, no hidden fees.