For sales
CRM that stays current, without anyone typing.
Research, notes, follow-ups and pipeline hygiene handled by agents — so sellers sell, and leadership trusts the numbers.
Sound familiar?
- Deals with stale stages and empty fields
- Hours of pre-call research per week
- Follow-ups that slip after a busy day
- Pipeline reviews built from guesswork
Typical sources
HubSpot, Salesforce, PipedriveGmail / OutlookGoogle Calendar / Microsoft 365LinkedIn & web researchSlack / Teams
Account research agent
Before each meeting: company overview, recent news, open tickets, past emails — delivered to Slack 30 minutes ahead.
CRM hygiene agent
Logs meeting notes, updates deal stages from email and calendar signals, and asks the owner only when it's unsure.
Follow-up agent
Drafts personalised follow-ups after calls and proposals; sends with approval or on your behalf, per your rules.
Pipeline knowledge agent
Answers 'what's the status of…' and 'which deals are…' questions from CRM and email, with links.
Outcomes
What changes.
Reliable CRM data without manual entry
Research time cut to minutes
No follow-up left behind
Other teams
Ready to take the manual work off your team?
Get a demo. We'll show a Knowledge Search Agent answering from your own documents and an Enterprise Agent running a real workflow, live.