AI agents inside your CRM, not next to it.
Every CRM now ships an AI button. It summarizes an email and calls it a day. We build agents that qualify the lead, enrich it, route it, draft the follow-up, update the fields and log what they did. In your CRM. With a human approving the parts that matter.
// for sales and ops teams drowning in leads, fields and follow-ups
Agents we build most often
Inbound lead triage
Enrich from the web and your own data, score against your real ICP, route to the right rep, draft the first reply. Minutes, not next Tuesday.
Follow-up drafts
Context-aware drafts in the rep's voice, pulled from the deal history. The rep approves or edits. Nothing sends itself.
Meeting notes to CRM fields
Call and meeting transcripts turned into next steps, updated stages, tasks and the fields nobody fills. Finally accurate pipeline.
Pipeline hygiene
Duplicates merged, stale deals flagged, missing fields chased. The unglamorous work that makes forecasts believable.
Support to sales handoffs
Tickets that smell like expansion or churn surfaced to the account owner with the full story attached.
Cross-system sync
Quote accepted in the CRM, invoice drafted in accounting, project created in the PM tool. One event, three systems, one log.
Where the logic should live
The most common mistake is putting LLM logic inside the CRM's scripting language, or putting simple rules in an expensive external agent. We split it:
| Job | Native automation (Deluge, Workflows, Breeze) | External agent (our code) |
|---|---|---|
| Field updates, simple routing | Yes | No |
| Reading documents, emails, transcripts | Limited | Yes |
| Reasoning across CRM + ERP + docs | No | Yes |
| Choosing your own model provider | No | Yes, BYOK |
| Custom approval flows and audit logs | Partial | Yes |
| Cost per run | Included | Cents, and you see the bill |
Guardrails, because it's your customer data
Scoped access
Each agent gets its own credentials with the minimum modules and permissions. Nothing runs as an admin.
Read first, write with approval
Reads are free. Writes to customer, deal or money records go through an approval step until you tell us to loosen it.
Every action logged
What the agent read, what it decided, what it changed, and why. Searchable, exportable, boring.
Your model, your keys
OpenAI, Anthropic, Google or a model in your own cloud. We don't resell tokens and we don't train on your data.
Questions we get
- Isn't Zoho Zia or HubSpot Breeze enough?
- For summaries, basic scoring and templated tasks, often yes, and we'll say so. They stop at your CRM's walls: they can't reason across your ERP, your documents and your billing, and they don't let you pick the model or the rules. That's where we come in.
- Which CRMs do you work with?
- Zoho CRM is our daily driver. HubSpot and Pipedrive weekly. Salesforce when the API access is there. Anything else with an API, ask.
- Will this send emails to our customers on its own?
- Not unless you explicitly turn that on for a specific workflow after seeing it run with approvals. Our default is draft, approve, send.
- What does a CRM agent cost?
- Depends on the workflow and what it touches. One agent on one workflow is a different job from a set of agents across your CRM and accounting. We scope it on a 30-minute call and quote in writing. No hourly, no surprises.
Related
Got a workflow like this to wire up?
Thirty minutes. We map one workflow live and tell you what it takes. No deck.