AI CRM Agent
Automate your customer relationship management with intelligent AI. Connect to any CRM system and let our agent handle repetitive tasks, customer follow-ups, and business processes automatically.
🤖 AI CRM Agent
Connect to Any CRM System
Our AI agent seamlessly integrates with all major CRM platforms through powerful automation workflows.
Airtable
Automate database updates, record management, and workflow triggers in your Airtable bases.
HubSpot
Manage contacts, deals, and marketing automation with intelligent AI-driven processes.
Monday.com
Automate project management, task assignments, and team collaboration workflows.
Salesforce
Enhance your Salesforce instance with AI-powered lead management and customer insights.
Email Platforms
Integrate with Gmail, Outlook, Mailchimp, and other email systems for automated campaigns.
Custom Systems
Connect to any system with APIs or webhooks. We build custom integrations for your unique needs.
AI-Powered CRM Automation
Let our AI agent handle repetitive tasks so your team can focus on what matters most - building relationships and closing deals.
Payment & Invoicing
- Automatic payment reminders
- Overdue invoice follow-ups
- Payment confirmation processing
- Dunning letter automation
- Account status updates
Upsell & Cross-sell
- Customer behavior analysis
- Upsell opportunity identification
- Personalized offer creation
- Cross-sell campaign automation
- Customer lifetime value tracking
Lead Management
- Lead qualification scoring
- Automatic lead assignment
- Follow-up sequence automation
- Lead nurturing campaigns
- Conversion tracking
Customer Success
- Onboarding automation
- Health score monitoring
- Churn risk identification
- Renewal reminders
- Satisfaction surveys
Data Management
- Data entry automation
- Duplicate record cleanup
- Contact enrichment
- Data validation
- Reporting automation
Communication
- Personalized email campaigns
- SMS marketing automation
- Birthday & anniversary greetings
- Event-triggered notifications
- Multi-channel outreach
Simple, Transparent Pricing
Choose the plan that fits your business needs. All plans include full setup, training, and ongoing support.
Starter
- 1 CRM integration
- Up to 300 automated tasks/month
- Standard workflows (email reminders, basic lead follow-up)
- Monthly reporting
- Email support
Professional
- Everything in Starter
- Up to 1,000 automated tasks/month
- 2 system integrations (CRM + email/Slack)
- Advanced workflows (lead scoring, drip campaigns)
- Custom workflow templates (prebuilt for your industry)
- Regular check-ins
- Priority email support
Business
- Everything in Professional
- Up to 3,500 automated tasks/month
- Up to 4 integrations (CRM + email + payment + Slack)
- Team workflows (lead assignment, approval processes)
- Custom reporting dashboards
- Data backup & error handling
- Monthly strategy calls
- Phone support
Enterprise
- Everything in Business
- Unlimited automated tasks
- Unlimited integrations (add analytics, project management, etc.)
- Advanced team management (multi-user permissions, role-based access)
- Customer health scoring & predictive analytics
- White-label reporting for your clients
- API access for custom integrations
- Dedicated account manager
- Quarterly optimization & strategy sessions
- Same-day priority support
- Custom workflow development (2 per quarter)
All plans include free updates and security monitoring. Cancel anytime with 30 days notice.
How It Works
CRM Analysis
We analyze your current CRM system, processes, and identify automation opportunities.
AI Training
Our AI agent learns your business rules, customer patterns, and preferred communication style.
Integration Setup
We connect the AI agent to your CRM and other business systems through secure n8n workflows.
Automation Launch
Your AI agent starts working 24/7, handling tasks and providing detailed reports on its activities.
Schedule Your CRM Consultation
Book a free consultation call to discuss your CRM automation needs and see how our AI agent can transform your customer relationship management.