Sales · AI employee
CRM Update Agent
Keeps the CRM current from emails, calls and chats, no manual entry.
What hiring it looks like
- 01Brief us on the job in a discovery workshop: your systems, your rules, your edge cases
- 02We build and pilot it on your real workflows, with your team reviewing outputs
- 03It goes live inside the tools you already use, and everything it does shows up in your client portal
- 04Sensitive actions wait for your approval; routine work just gets done
Common in these industries
PropertyInsuranceBankingManufacturing
Subscription per AI employee, hosting and continuous tuning included. Scoped in a discovery workshop, no obligation.
Works well alongside
Lead Qualification
Qualifies every lead within minutes and routes the hot ones to your team.
Proposal Generator
Drafts tailored proposals from your templates and pricing rules.
Appointment Setter
Chases prospects and fills your sales calendar without the back-and-forth.
Pipeline Review
Reviews the pipeline weekly, flags stalled deals and next actions.