Automate the CRM busywork
Reps lose real selling time to updating records by hand. We automate the repetitive parts: logging emails and calls, moving deals when a trigger fires, creating follow-up tasks, and generating documents from templates.
The result is a CRM that reflects reality without anyone babysitting it.
- Auto-log emails, calls, and meetings
- Update deal stage on defined triggers
- Create tasks and reminders automatically
- Sync contacts and companies across tools
- Enrich records with available data
- Generate quotes and docs from templates
Keep the data clean
A CRM is only as useful as its data. We add rules that deduplicate records, standardize how fields are entered, fill gaps, and surface records that have gone stale.
Validation happens at the point of entry so bad data is caught before it spreads.
- Duplicate detection and merge rules
- Field standardization and normalization
- Required-field enforcement
- Stale-record alerts
- Validation on data entry
- Periodic data-health reports
Works with your CRM
We work with the major platforms including HubSpot, Salesforce, Pipedrive, and Zoho, using native features where they exist and the API where custom logic is needed.
Automations respect your custom fields, objects, and permission model rather than forcing you into a generic template.
- Native features plus API for custom logic
- Two-way sync with your other tools
- Support for custom fields and objects
- Permission-aware automations
- Audit logs of automated changes
More on ai automation & workflows
Frequently asked questions
Which CRMs do you support?
Common ones like HubSpot, Salesforce, Pipedrive, and Zoho, plus most others that offer an API. If yours has a way to read and write data programmatically, we can usually automate it.
Will automation clutter my CRM with junk activity?
No. We scope exactly what gets logged and updated, test it before it goes live, and give you control over which events are recorded, so the CRM stays cleaner, not noisier.
Can it work with our custom fields and process?
Yes. We map automations to your existing fields, stages, and workflow rather than imposing a standard setup, so it fits how your team already works.