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 captured via your CRM's BCC address, calls and notes logged through connected channels — attached to the right records automatically.
Dedupes, standardizes, and enriches records from public 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 what this service connects to. Connections use API keys or simple setup steps on your side — we send exact instructions at onboarding — and custom API integrations are routine.
Keeps your CRM clean, current, and actually trustworthy.
$890/mo
View agentEngages every lead in under a minute and scores them while they're hot.
$990/mo
View agentTurns your scattered docs into instant, accurate answers.
$790/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 growth audit. We'll show you where your marketing is leaking customers, what an AI agent should pick up, and the honest order to fix them in — free, whether or not you hire us.
No obligation · Response within 4 business hours