Sales use case
Build an AI agent that keeps your CRM clean
Duplicate accounts, missing fields and stale deals get found, fixed or flagged — continuously, not during quarterly cleanups.
Works with
Works with the tools your team already uses
Weekly
instead of quarterly cleanups
90%
field completeness
Zero
silent record changes
How the crm agent works
Scan records
The agent walks accounts, contacts and deals on a schedule you choose.
Detect problems
Missing owners, duplicates, mismatched domains and deals that haven't moved.
Fix or flag
Safe fixes are applied automatically; risky ones go to a human for approval.
Report
A weekly hygiene report shows what changed and what still needs attention.
What makes it different
Approval gates
Choose which record changes require a human click before they're written.
Enrichment on write
Empty firmographic fields get filled from research, not left blank.
Pipeline truth
Stale deals surface with the last activity date and suggested next step.
Audit trail
Every change is logged with who or what made it, and why.
Ask it anything
No workflow builder to learn. Talk to the agent the way you'd brief a colleague, and watch each step of its work in the thread.
Find duplicate accounts created in the last 90 days.
List deals with no activity in 21 days and draft nudges to the owners.
Fill missing industry and employee-count fields for enterprise accounts.
Send me a weekly CRM hygiene report every Monday.
Everything the agent needs, built in
Isolated connections
Each user connects their own accounts — nothing is shared unless you say so.
Model choice
Pick fast, balanced or deep-reasoning models per agent and switch any time.
Triggers and schedules
Run on a schedule, on a new email or from a webhook — no babysitting.
Governed by default
Role-based access, audit logs and usage limits across the workspace.
Common questions
Is it safe to let it write to the CRM?
Start read-only, then enable writes field by field with approvals where you want them.
Which CRMs are supported?
Salesforce, HubSpot and anything reachable through your connected apps.
Explore other use cases
Build your crm agent
Connect your tools, start from a template and have it running in an afternoon.