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Zero upfront. You pay when it works. Book a free call →

Sales

AI CRM agent

Your CRM updates itself after every call and email.

An agent that keeps your CRM true without anyone typing into it, and turns it into a daily to-do list that wins deals.

Book a free call → See how it works

Works withZoho CRMSalesforceHubSpotGmailOutlookWhatsApp

Today

The way it runs now

Your CRM is only as good as what reps type into it, and they don't. Stages are stale, forecasts are guesses and nobody knows who spoke to the customer last.

With the agent

Zeromanual CRM updates
100%of calls and emails logged
Weeklyforecast you can defend

Typical results. We measure yours during the pilot.

How it works

Six steps, start to finish.

  1. 01

    Log calls and email

    Captures every conversation and attaches it to the right deal.

  2. 02

    Update stages

    Moves deals forward from what was actually said, not guesses.

  3. 03

    Next best action

    Tells each rep who to call today and why.

  4. 04

    Draft follow-up

    Writes the follow-up email, ready to send in one click.

  5. 05

    Deal risk alert

    Flags stalled deals and missing decision makers early.

  6. 06

    Forecast

    Rolls up a forecast your sales head can defend.

What you get

Built, connected and run for you.

  • The agent, built and tuned on your data
  • Approval rules you set, by amount and risk
  • A live dashboard and a full audit log
  • Secure links to your systems through MCP
  • A weekly results report
  • Monitoring, fixes and tuning after launch

Zero upfront cost

You pay when it works.

  1. Week 1Pick the process and agree in writing what success means.
  2. Weeks 2-4We build it and run a pilot on your real work, at our cost.
  3. Day 30We look at the numbers together. You decide.
  4. After launchWe run it, watch it and improve it every month.
Book a free call →

Questions

Straight answers.

Which CRMs does it work with?

Zoho CRM, Salesforce and HubSpot today. Others through their APIs.

Do reps lose control of their deals?

No. The agent drafts and suggests. Reps send, and stage changes follow what was actually said.

What does it cost?

Nothing upfront. We run the pilot at our cost. You pay per active user only once the results we agreed in writing show up.

Is our data safe?

Your data stays in your systems. Agents get the least access they need, every action is logged, and nothing is used to train public models.

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Let’s talk

Put CRM agent
to work.

Tell us a little about it. A real person from our team will reply within one business day.

  1. 1Send the form. Two minutes, no sales script.
  2. 2We reply within one business day with times for a 30-minute call.
  3. 3You get a pilot plan. Zero upfront, yours to keep either way.

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