AI Agent for your CRM

Each rep names the deals they touched, so the untouched ones never come up. You find those a month later, when the buyer has stopped replying.

The first command is that list, live on day five: every deal past its promised date with the amount on it.

A routine enquiry arrives, somebody reads the history before replying, and the answer goes out next morning. A competitor answered it that afternoon, and nobody keeps the wording that won.

The full layer adds a reply draft in that rep's wording, and nothing reaches a client until a person presses send.

Usage holds while the training is fresh, then the reps go back to the screen they had open anyway. The licence renews on manager logins while the data goes stale.

I put the commands inside the CRM the reps already have open, because the last time I built this on a separate screen they would not switch.

1. 1

   Can you name the deals untouched for a fortnight, and the money on them, without opening the CRM?

   A no means the quiet deals stay off Monday's list.

2. 2

   Does a saved filter produce that list every Monday?

   A no means somebody rebuilds it by hand each week.

3. 3

   Can a rep find the wording your team used on the last enquiry like this?

   A no means the paragraph gets typed again from memory.

• "A deal died three weeks before anyone told me."

  The rep kept it in stage waiting on one answer, and the amount sat on your forecast until the buyer signed elsewhere.

• "I read every outgoing email because of one rep."

  One rep sends paragraphs you would have rewritten, so proofreading lands in your evening and the enquiry waits overnight.

• "I know what I want from the CRM and cannot build it."

  No one here administers the system, so the field that needs adding waits for your Saturday.

• A bot that answers clients on its own

  Anything a client reads goes past a person first, because on the last build one wrong sentence cost a deal.

• Cold email and domain warm-up

  The commands read records your own team created, and a bought list has no history.

• GoHighLevel

  I work in HubSpot, Pipedrive and Zoho, with automation in Zapier and in Make or n8n where needed.

On three dates you pick, the brief has to list the same overdue deals that filter finds, and I fix any miss in the thirty days after handover free of charge. On day five you get the command running in a screen recording, or the 500 USD comes back. Go ahead within sixty days and it comes off the project price.

• "...our data ends up in a model and I cannot tell the board where?"

  The connector runs in your own account, and the agent reads the CRM the moment you ask. One page lists what it may read and write.

• "...it invents a number and my rep sends it on?"

  It reads records and quotes them. Where a number is missing it says so, and a draft with nothing to stand on comes back empty.

• "...you disappear and nobody here can edit it?"

  The command list is a table you can edit inside your own accounts. A monthly check is 400 to 1,200 USD as models and CRM interfaces move.