A CRM that updates itself — clean data, logged activity, and deals that never go quiet.
We deploy CRM agents that do the admin automatically: logging emails, calls, and meetings; deduplicating and enriching records; flagging stale deals and missing next steps; and prepping pipeline reviews. Reps sell, the CRM stays true, and your forecast starts meaning something.
Emails, calls, and meeting notes captured and attached to the right records automatically.
Dedupes, standardizes, and enriches records against public and licensed data sources.
Stale deals, missing next steps, and slipping close dates flagged before your review meeting.
Pipeline summaries and rep scorecards generated weekly — no more pre-meeting scramble.
Week 1
Data quality baseline, field mapping, and hygiene rules defined.
Week 2–3
Historical cleanup executed; ongoing automation switched on.
A sample of the platforms this service connects to — 200+ supported, custom integrations routine.
Keeps your CRM clean, current, and actually trustworthy.
$890/mo
View agentWorks your pipeline day and night — outreach, follow-up, and booking.
$1,490/mo
View agentEngages every lead in under a minute and scores them while they're hot.
$990/mo
View agentThe questions buyers ask us most about this service.
Cleanup runs in preview mode first — you see exactly what will merge or change before anything is committed, and every change is reversible from the audit log.
Custom objects, fields, and pipelines are the norm, not the exception. We map your actual configuration during the audit week.
Reps love anything that deletes admin work. The agent asks them lightweight questions ('Close date on Acme slipped — new date?') instead of demanding forms, so compliance goes up while friction goes down.
Book a 30-minute call. We'll map your highest-ROI automation opportunities and give you an honest read on what will work — free, whether or not you hire us.
No obligation · Response within 4 business hours