Clearer pipeline
Every open deal has a current summary and a next step.
AI Agent · CRM
Your CRM, finally working for you.
The CRM AI Agent keeps customer records current, tells your team who to contact today, drafts the follow-up and flags the deals that are drifting.
CRM AI Agent
Human approval on
Conversation
ILLUSTRATIVE SCRIPT
Agent
Two deals have had no activity this month.
Agent
Suggested next step for the first deal: send the pricing follow-up.
You
Draft it and show me before it goes out.
Prepared
Prepares the summary, follow-up or update
Needs your approval
Changes to deal value or stage on key deals
ILLUSTRATIVE EXAMPLE, NOT CUSTOMER DATA
The problem
Where time and leads get lost.
Customer history is scattered, the CRM is out of date, and follow-ups depend on who remembers to do them.
What it does
The jobs it takes on.
Summarises each customer's history
Prioritises today's leads
Drafts follow-up messages
Updates records within agreed rules
Flags at-risk deals
Creates a weekly pipeline brief
A normal day
How the agent works through a business day.
ILLUSTRATIVE EXAMPLE
STEP 1
Morning review
The agent reviews open leads and recent activity.
STEP 2
Understands the account
It summarises each customer from the history in your CRM.
STEP 3
Prioritises
Today's leads are ordered by how urgent and how valuable they look.
STEP 4
Takes the permitted action
It drafts follow-ups and updates the records you have allowed it to change.
STEP 5
Escalates when needed
A deal showing risk is flagged to the owner with the reasons listed.
STEP 6
Reports back
The week ends with a pipeline brief for the sales lead.
Your team stays in control.
AI can prepare and recommend. Your team stays in control of business-impacting actions.
Needs your approval
- Changes to deal value or stage on key deals
- Sending messages that commit to terms
- Deleting or merging records
How an action is handled
- Reads the account history and recent activity
- Prepares the summary, follow-up or update
- Applies routine updates within agreed rules
- Asks the owner before any key change
Outcomes
What changes for your team.
Less CRM admin
Routine record updates happen within the rules you set.
Better follow-up discipline
Follow-ups are drafted on time, ready for review.
Earlier risk visibility
Deals showing signs of drift are flagged before they go cold.
Integrations
Works with the tools you already use.
Can connect with the tools your business already uses. Connections are agreed during setup, based on the tools you run.
- Website chat
- CRM
- Spreadsheets
- ERP
Ideal for
Sales teams with an under-used CRM.
Setup
Four steps, from first connection to improvement.
- STAGE 01/04
Connect
We agree which tools the agent can use, and what access it needs to do so.
Deliverables
- Tool list agreed
- Access scope written down
- Connection plan
- STAGE 02/04
Configure
We set the rules, tone, approval points and the work the agent is allowed to do.
Deliverables
- Rules and approval points
- Reply and summary templates
- Test scenarios
- STAGE 03/04
Launch
We start with a limited group of enquiries or records, watch the results, and widen gradually.
Deliverables
- Limited launch
- Review with your team
- Rollout plan
- STAGE 04/04
Improve
We review what the agent handled, refine the rules, and extend the work when it is ready.
Deliverables
- Regular review
- Rule updates
- Next-job roadmap
Pricing
Priced for your workflow.
Pricing is tailored to the workflow, integrations and level of support required.
FAQ
Questions about the CRM AI Agent.
What does the CRM AI Agent do?
It summarises customers, sets the day's priorities, drafts follow-ups, keeps routine records current within your rules and flags at-risk deals.
Which CRM can it work with?
Can connect with the tools your business already uses. Connections are agreed during setup, based on the tools you run.
Will it change our CRM records on its own?
It can update records you have allowed it to change. Changes to key fields, such as deal value or stage on important deals, can require approval.
Does a person stay in control?
Yes. Your team approves anything that commits the business or changes key records.
How is customer data used?
Only the systems you connect are used, and the access the agent has is agreed with you during setup.
Can it follow our sales process?
Yes. The stages, fields, risk signals and follow-up rules are configured to match how your team sells.
What support is there after launch?
Ongoing support and improvements are available as an engagement model, and the scope is agreed per project.
How is it priced?
Pricing is tailored to the workflow, integrations and level of support required.
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