AI Agent
CRM Automation
Keep your pipeline moving
Zero leads slip through cracks
In Plain English
Your CRM updates itself — leads flow in, deals move forward, and follow-ups send automatically.
Live Demo
See CRM Automation
in action.
An agent that lives inside your CRM, moving deals through stages, triggering follow-ups, and flagging stuck leads before they go cold.
Looping in real time
How it works
Three steps. Fully automated.
Step 1
Routes every lead
Scores, assigns, and triggers the right sequence — instantly.
Step 2
Watches the pipeline
Flags stuck deals, missed follow-ups, and hygiene issues.
Step 3
Logs everything
Auto-captures calls, emails, and meetings so reps stop typing.
What it knows
Trained on YOUR business
0% trained
- Pipeline stages
- Lead scoring rules
- Rep territories
- Activity SLAs
- Product catalog
- Win/loss reasons
Real outcomes
What clients see with CRM Automation
100%
Stuck deals caught
8 hrs/wk
Rep time saved
+24%
Win rate lift
Common Questions
See it live in your business.
Get a free AI audit. We'll show you exactly how CRM Automation would work for you.
Free AI Audit