Operations
CRM Agent
A pipeline you can finally trust.
HubSpotSalesforceSheetsSlackGmailNotion
★ 4.7 · 780 deployments · from $79/mo · Fully autonomous
What it does
Captures calls, emails, and meetings, merges duplicates, and keeps stages, owners, and next steps current. Your team works from a pipeline that reflects reality.
Capabilities
Log activitiesRemove duplicatesUpdate deal stagesEnrich recordsAssign ownersStale deal alertsPipeline hygieneDaily summary
How it works
- InputCalls, emails, and pipeline activity
- ResearchScan for gaps, duplicates, and stale deals
- DecisionDecide merges and stage updates
- ActionRecord activity and correct records
- ResultAccurate pipeline ready for review
🛡️ Human approval — Fully autonomous. You choose. Run it autonomously, or approve messages and actions before they go out.
95%records complete
6 hrssaved weekly
0duplicates left
What customers say
“Our pipeline reviews now begin with numbers everyone trusts.”
CDChris Dalton
Sales Ops, SaaS
Sales Ops, SaaS
Questions about this agent
Can it overwrite correct data?
No. You define merge rules upfront, and each change includes a log.
Which CRMs does it support?
HubSpot and Salesforce are supported directly, with others connected via API.
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