Sound Familiar?
Your CRM should be your sales command center but it is a graveyard of outdated information. Reps forget to log calls. Lead status is wrong. Contact info is months old. You invested thousands in CRM software and nobody uses it properly. Every sales meeting starts with thirty minutes updating records that should have been current. Deals slip through cracks because follow-up tasks were never created. You have no idea which leads are actually hot because the data is garbage. You cannot make good decisions with bad data, and your CRM data is bad.
AI agents that work for you 24/7.
Auto-Logging Agent
Automatically logs calls, emails, and meetings to the right contact record. Reps never have to manually update the CRM again. Every interaction is captured in real-time with accurate notes.
Lead Enrichment Agent
Researches new leads and fills in missing information. Company size, industry, LinkedIn profile, recent news. Turns a name and email into a complete prospect profile.
Follow-Up Trigger Agent
Creates tasks and reminders based on CRM activity. Lead viewed proposal? Task created. No response in 3 days? Follow-up triggered. Nothing falls through the cracks.
See it in action.
Here is how AI CRM automation keeps your sales data accurate:
Rep makes 5 calls before checking CRM. All calls auto-logged with notes from the conversation.
New lead comes in. Agent enriches profile with company info, LinkedIn, and recent news.
Prospect opened proposal email. Agent updates opportunity stage and creates follow-up task.
Sales meeting pulls real-time pipeline data. Everything is accurate because agents keep it current.
Lead has not been contacted in 5 days. Agent flags it and notifies the assigned rep.
Day ends. CRM is completely up to date without any manual data entry.
Your CRM becomes the source of truth. Reps sell instead of doing data entry. Managers make decisions with accurate data.
Everything you need. Nothing you don't.
Automatic Activity Logging
Calls, emails, meetings logged automatically. No rep action required.
Lead Enrichment
New leads get researched and enriched. Complete profiles without manual lookup.
Smart Task Creation
Follow-up tasks created based on activity and inactivity. Nothing slips through.
Data Cleanup
Identify and fix duplicate records, outdated info, and missing fields.
Pipeline Updates
Opportunity stages update automatically based on actual activity and engagement.
Custom Triggers
Build your own automation rules. If X happens, do Y. Infinitely customizable.
Get started in minutes.
Connect Your CRM
Integrate with Salesforce, HubSpot, Pipedrive, or your CRM of choice.
Connect Communication Channels
Link email, phone, and calendar so activity can be captured.
Set Automation Rules
Define what gets logged, when tasks are created, and how leads are enriched.
Trust Your Data
CRM stays current automatically. Focus on selling, not data entry.
“Our CRM was a mess. Reps hated updating it. Now our AI agent logs everything automatically. Pipeline accuracy went from 60 percent to 95 percent and reps save 5 hours a week.”
Kevin
VP Sales,TechGrowth Solutions
Pick your server. We handle the rest.
Starter
2 vCPU · 2 GB RAM · 20 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- Management dashboard
- Email support
Pro
2 vCPU · 4 GB RAM · 50 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- More RAM & storage
- Priority support
Business
4 vCPU · 8 GB RAM · 100 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- High-performance server
- Dedicated support
Common questions.
Salesforce, HubSpot, Pipedrive, Zoho, and most major CRMs with API access. If your CRM has an API, we can likely integrate.
Agent monitors your connected email, phone, and calendar. When activity happens with a contact in your CRM, it gets logged automatically with relevant details.
You control the rules. Agent can fill empty fields, update stale data, or defer to manual entries. Fully configurable.
Agent uses multiple data sources and web research. Accuracy is high for company info and LinkedIn data. You can review and correct as needed.
Your CRM data stays on your dedicated server. We do not store or share your sales data. Access is controlled by your CRM permissions.
Explore more ways AI can help.
Ready to deploy?
Pick a plan, connect your AI provider, and have your agent running in minutes.