Every call and conversation automatically syncs to your CRM. AI captures contact details, writes summaries, scores leads, and updates deal stages—so your team can focus on closing, not data entry.
john.davis@techcorp.com • TechCorp Inc.
Stop spending hours on data entry. Let AI handle the busywork while you focus on building relationships.
Contacts update in real-time after every call and conversation. No delays, no manual entry, no missed data.
Every conversation is automatically summarized with key points, action items, and next steps. Never miss a detail.
AI analyzes conversations to score leads based on intent, budget, timeline, and engagement signals.
Pipeline stages update automatically based on conversation outcomes. Watch deals progress in real-time.
Automatically capture and update contact details, job titles, company info, and preferences from conversations.
Complete history of every touchpoint—calls, messages, emails—all logged automatically with timestamps.
Connect your CRM, define your rules, and let AI handle the rest.
One-click integration with Salesforce, HubSpot, Zoho, Pipedrive, and 15+ other CRMs. No coding required.
Tell AI which fields to update and how. Custom fields, deal stages, and scoring rules—fully configurable.
Every conversation automatically syncs. Review updates, trust the data, and focus on what matters.
Native integrations with the tools you already use. No middleware, no hassle.
From startups to enterprise, teams trust CRM Agent to keep their data clean.
Reps spend 70% less time on admin. Every call is logged, every lead is scored, every deal is tracked—automatically.
Every support call enriches the customer profile. Track sentiment, identify upsell opportunities, and prevent churn.
Finally, accurate data you can trust. No more cleaning up after reps. No more missing fields or outdated records.
Distributed teams stay aligned without endless status updates. Everyone sees the same data, in real-time.
Start your free trial today. No credit card required. See the difference in your first week.
A CRM agent keeps your CRM current without anyone typing into it. After every call and message it writes the summary, updates fields, sets the next step and creates follow-up tasks.
HubSpot, Salesforce and Zoho have native integrations, and anything else can be connected through the API or the Make, Zapier and n8n apps.
No. The agent proposes CRM updates for review where you want control, and only writes automatically to the fields you have explicitly allowed it to own.
Yes. It scores leads from what was actually said in the conversation rather than form fields alone, so your team calls the ready buyers first.
It removes the after-call write-up entirely. Whatever your reps currently spend logging calls and updating records goes back into selling, and nothing gets forgotten because someone was busy.
