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Marketing & SalesNewSame day GDPR-ready

CRM AgentKeeps your CRM up to date on its own: leads, contacts, deals and follow-up suggestions.

The CRM Agent ends stale pipelines forever. It creates leads from every channel, updates contacts and deals as things move, scores and routes leads to the right reps, logs every activity and nudges you on dormant leads with suggested follow-ups. Pairs perfectly with the Lead Capture Agent for a fully automated pipeline.

For Sales teams and agenciesBuilt for GDPR-aware business workflows

Same day

Setup

zero to live

€9,99/mo

Price

/mo

4

Integrations

HubSpot, Salesforce

GDPR

Compliance

SOC 2 · AES-256

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Works withHubSpotSalesforcePipedriveSlack

Recommended skills for this agent

Skills are procedures the agent loads only when the request matches. Every skill still stays within the permissions of the connected integrations.

0 active skills

Connect these apps to get the most out of the skill. The skill stays installed and keeps working in reduced mode.

Leads & Sales

Recommended6

Capture, qualify, and convert leads

CRM Agent handles pipeline and qualified leads

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Missing integrations

Connect these apps to get the most out of the skill. The skill stays installed and keeps working in reduced mode.

HubSpotHubSpot is the contact source of truthConnect in 2 minutes

  • Lead Capture

    Low

    Captures and validates new leads from various sources. Use when a contact request, quote request, or form arrives.

  • Profile Enrichment

    Low

    Enriches the lead profile with company data and records interaction history. Use after capture to complete the card.

  • Lead Scoring

    Low

    Scores the lead High/Medium/Low based on engagement, budget, and timing. Use to decide follow-up priority.

  • Team Notification

    Medium

    Notifies the sales team about a hot lead with a summary and suggested actions. Use when a lead passes the High threshold.

  • Follow-up Sequence

    Medium

    Creates and manages personalized follow-up sequences based on lead score. Use to close stalled deals.

  • Lead Form Module

    Medium

    Creates a contact form with Google Forms, reads new responses and pushes them to CRM/Sheets. Use for landing pages, fairs and campaigns.

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Ready to deploy CRM Agent?

Set up in minutes, no code required. Start automating your Marketing & Sales workflows today.

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