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No commitment required. 60-minute session.

Core Service

Your CRM.
Finally Accurate.

AI agents that automatically capture, enrich, and update your CRM — eliminating manual data entry, keeping records current, and triggering workflows at the right moment.

Activity Feed
AI Captured

Call with Sarah Chen (Acme). Updated deal stage: Proposal. Demo set for Friday.

Contact Created

New lead — David Park (CTO, TechStart). Auto-enriched with company firmographics.

Workflow Triggered

Deal >$50K — Manager notified for approval. High-priority sequence active.

Capabilities

A CRM That Runs Itself.

Stop relying on reps to manually update the CRM. Our AI keeps your records alive — capturing activity, enriching data, and triggering actions automatically.

Bi-Directional Sync

Keep all your tools in sync — CRM, help desk, marketing automation, and analytics always current

Automated Data Entry

AI captures contact details, company data, and interaction notes from emails, calls, and meetings automatically

Workflow Triggers

Configure action triggers based on CRM field changes — no-code automation for complex business rules

Notification Routing

Right person, right time — alerts routed based on ownership rules, deal stage, and team capacity

Audit Logging

Complete activity history tracked automatically — who did what and when, for compliance and coaching

Duplicate Detection

AI identifies and merges duplicate records, keeping your CRM clean without manual cleanup

Impact

Proven Performance

94%

CRM data completeness score

67%

Reduction in admin time

3.1×

More deals logged per rep

45min

Daily time saved per sales rep

FAQ

Common Questions

We integrate with Salesforce, HubSpot, Pipedrive, Zoho, Microsoft Dynamics, and generic CRM webhooks. Our integration layer handles custom objects, fields, and workflows specific to your CRM configuration.
The AI reads emails, calendar invites, call transcripts, and support tickets — then extracts relevant information (contact details, company info, deal updates, next steps) and writes it to your CRM automatically. No manual copy-pasting required.
All AI-generated entries are logged as suggestions that reps can approve or correct with one click. Corrections train the AI to be more accurate over time. High-confidence entries can be set to auto-approve for maximum automation.
Yes. We map to your specific CRM data model — custom objects, deal stages, pipeline stages, and relationship hierarchies are all supported. Automation rules adapt to your business logic, not the other way around.

Stop Guessing. Start Automating.

Book a free CRM audit and see exactly where data is falling through the cracks — and how AI can fix it automatically.