For RevOps
Set the rules. Agents keep the CRM current.
Agents update it whenever a deal moves, from calls, meetings and email, and ask before anything you have not cleared. You build them in plain language, with no engineering.
Trusted by leaders at
What changes for you.
You stop chasing reps for updates and start setting the rules the agents follow.
Every call lands in the CRM, with the reason.
CRM Agent runs whenever a deal moves (a call, a meeting, an email thread) and writes the fields, next steps and close date, each with the source behind it. In safe mode you say in plain words what it may change without asking.
See CRM hygienetrial requested for two teams
legal review starts after the trial
owner Sofia Lindqvist, Thursday
Updated automatically: stage, close date and next step. Amount changes wait for you.
Decide what each agent can read and write.
Connect each tool read-only for analysis or with write scopes for fields, notes, next steps and close dates. With read-only credentials a run says it couldn't write rather than pretending it did. Approvals reach you where you already work.
Slack
Microsoft Teams
Email
Taizen app
SalesforceFields, notes, next steps, close datesWrite
GongCalls and transcriptsRead-only
HubSpotMarketing contacts and listsRead-only
Claude Opus 5.5 · $0.04Inputs
Steps
Every run shows its work.
Each run keeps its inputs, the steps it took, which tool it chose and what it produced. When something looks wrong, the fix is usually one line in the instructions.
You build agents by describing them in plain language, pick the model for each one, and see what every run cost.
Explore the agentsCatch the records that disagree with the calls.
Deal Intelligence reviews every open deal on a schedule and flags the records that don't match what was said. Each flag cites the call it came from, so the owner can fix it or push back.
See pipeline and forecastFive records don't match what was said on the calls.
Your use cases.
Can it write back to our CRM, or is it read-only?
You decide when you connect it. Read-only for analysis, or write scopes for fields, notes, next steps and close dates. With read-only credentials a run tells you it couldn't write rather than pretending it did.
What happens when it gets something wrong?
You can see what it saw. Every run keeps its inputs, the steps it took, which tool it chose and what it produced, so the fix is usually one line in the instructions rather than a support ticket.
Do we need engineers?
No. You describe the agent in plain language and the trigger, job and destination fill in as you talk. Or start from a prebuilt agent and change the scope and the channel.
Can we connect our own internal systems?
Yes. If the system has an MCP server, connect it over OAuth and every agent can use it. If not, name it or paste a link to its API: the integration builder agent researches it, asks for access, writes the importer and test-runs it before it goes live on a schedule.
Start with one agent.
Most teams start with the CRM update, because it removes work reps are doing by hand right now.