Services · CRM Automation

Your CRM, with an agent already working it.

HubSpot and Salesforce store your pipeline. They don't research leads, chase stale deals, or clean up bad data on their own — an agent layered on top can.

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$6k+
Starting price, fixed
$8–12k
Typical complete integration
0%
Hourly billing
The problem

Your CRM stores the pipeline.
Your reps still clean it up by hand.

Reps spend hours a week on CRM hygiene — updating stages, logging calls, chasing missing fields — instead of selling. Native workflow rules only fire on exact triggers and can't judge whether a deal is actually stale or just moving slowly.

Native CRM workflows

Fire on triggers. Never judge context.

A workflow rule can flag a deal untouched for 14 days — it can't tell you whether that's actually a problem.

  • Flags every stale deal the same way, context-free
  • Can't research a lead or enrich a record
  • Data hygiene still falls on the rep
An AI agent on your CRM

Reasons about the record before acting.

Reads the deal's history and context, decides what's actually stale versus just slow, and acts accordingly.

  • Flags stale deals with a reason, not just a timestamp
  • Researches and enriches leads automatically
  • Keeps records clean without a rep doing it manually
What we build

An agent layer on top of
the CRM you already use.

Not a replacement for HubSpot or Salesforce — an agent that works inside the CRM you already run your pipeline on, handling the research and hygiene work your team currently does by hand.

Deliverables
  • Agent integration with your CRM — HubSpot, Salesforce, or custom
  • Lead enrichment and research automation
  • Deal-hygiene monitoring and stale-deal flagging with reasoning
  • Reporting on what the agent touched and why
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Process & pricing

Fixed price,
scoped to your pipeline.

Cost depends on how many workflows the agent handles and how many CRM objects it needs read/write access to.

01Discovery call — free, 30 minutes. We map where CRM hygiene is costing your team the most time.
02Scoped proposal — fixed price and timeline, within 5 business days.
03Architecture design — permission boundaries and read/write access defined before we build.
04Build, with weekly demos — on real data, in a staging environment you can access.
05Deploy + hypercare — 2 weeks of tuning after launch, optional retainer after that.
$6,000
Starting price
$8–12k
Typical complete integration
$2,500/mo
Optional retainer
FAQs

Questions before
the call.

No — the agent works on top of the CRM you already run your pipeline in. It doesn't replace HubSpot or Salesforce; it does the research, enrichment, and hygiene work your team currently does by hand.
HubSpot and Salesforce most commonly, plus custom-built or less common CRMs where an API or MCP integration is available.
Yes, within permission boundaries you define — read/write access is scoped during the architecture phase, and destructive actions like deleting records are excluded by default.
Native workflow rules fire on exact triggers and can't judge whether a deal is genuinely stale or just slow. An AI agent reasons about the record — research, context, and judgment — before acting.
We only take on a small number of builds at a time, so if we can't meet your timeline, we'll tell you honestly on the discovery call and point you to someone we trust rather than overcommit. Ongoing support runs on a monthly retainer with response expectations agreed upfront.
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