CRM AGENT

Your CRM, Always Updated. Zero Effort.

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.

100%
Data Accuracy
<2s
Sync Speed
15+
CRM Integrations
Live CRM Sync
Salesforce
Voice Call
03:42 duration
"Interested in enterprise plan, wants demo next Tuesday..."
CRM Record
Auto-updated
JD

John Davis

john.davis@techcorp.com • TechCorp Inc.

● Just Updated
Deal Stage Qualified → Proposal
Next Action Demo scheduled Tue 2pm
Deal Value $24,000/year
AI-Generated Summary
Interested in enterprise plan for 50+ seats. Budget approved, decision timeline 2 weeks. Key concern: onboarding support. Requested technical demo with IT team.
Lead Score
85 🔥

Everything Your CRM Needs, Automated

Stop spending hours on data entry. Let AI handle the busywork while you focus on building relationships.

Instant Auto-Sync

Contacts update in real-time after every call and conversation. No delays, no manual entry, no missed data.

AI Call Summaries

Every conversation is automatically summarized with key points, action items, and next steps. Never miss a detail.

Smart Lead Scoring

AI analyzes conversations to score leads based on intent, budget, timeline, and engagement signals.

Deal Stage Updates

Pipeline stages update automatically based on conversation outcomes. Watch deals progress in real-time.

Contact Enrichment

Automatically capture and update contact details, job titles, company info, and preferences from conversations.

Activity Timeline

Complete history of every touchpoint—calls, messages, emails—all logged automatically with timestamps.

Set Up in Minutes, Save Hours Every Day

Connect your CRM, define your rules, and let AI handle the rest.

1

Connect Your CRM

One-click integration with Salesforce, HubSpot, Zoho, Pipedrive, and 15+ other CRMs. No coding required.

2

Map Your Fields

Tell AI which fields to update and how. Custom fields, deal stages, and scoring rules—fully configurable.

3

Watch It Work

Every conversation automatically syncs. Review updates, trust the data, and focus on what matters.

Works With Your CRM

Native integrations with the tools you already use. No middleware, no hassle.

Salesforce
HubSpot
Zoho CRM
Pipedrive
Close
Zapier
Monday
Streak
Freshsales
Jira
Slack
Dynamics

Built for Teams That Sell

From startups to enterprise, teams trust CRM Agent to keep their data clean.

Sales Teams

Reps spend 70% less time on admin. Every call is logged, every lead is scored, every deal is tracked—automatically.

Automatic call logging
Real-time lead scoring
Pipeline updates on autopilot

Customer Success

Every support call enriches the customer profile. Track sentiment, identify upsell opportunities, and prevent churn.

Sentiment tracking
Health score updates
Renewal forecasting

Sales Ops

Finally, accurate data you can trust. No more cleaning up after reps. No more missing fields or outdated records.

100% data accuracy
Reliable forecasting
Clean reporting

Remote Teams

Distributed teams stay aligned without endless status updates. Everyone sees the same data, in real-time.

Async collaboration
Single source of truth
Timezone-proof updates
70%
Less time on data entry
100%
Calls automatically logged
<2s
CRM sync speed
15+
CRM integrations

Ready to Automate Your CRM?

Start your free trial today. No credit card required. See the difference in your first week.

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