Use AI to be more human (and generate more revenue).
Each agent gets one job and one outcome to hit. We build it on your CRM data, test it on real records with a person approving the output, and track it every week against the result it was built for.
For service firms that want AI doing real work in their pipeline, with proof that it's working.
Schedule a conversationBring the task that eats your team's week. We'll tell you whether an agent can take it.
You should be able to see what an agent changed.
Plenty of AI tools report how many emails they drafted or records they touched. That doesn't tell you whether anything got better. We pick the outcome first, lock today's number as the baseline, and review it with you every week. If an agent isn't moving its number, we fix it or turn it off. And because agents run on your CRM data, we make sure that data is clean before anything goes live.
Why AI can't fix a messy CRM →
The agents we build most often.
Lead triage
Researches new leads, checks fit against your best clients, and routes each one to the right person with a short brief.
Data hygiene
Catches duplicates, missing fields, and stale records before they reach your reports.
Reactivation
Finds past contacts worth another conversation and drafts the outreach for your team to approve.
Meeting prep and recaps
Builds a one-page brief from CRM history before each call and logs the recap afterward.
Pipeline questions
Answers questions about your pipeline in plain language, straight from your CRM.
Deal follow-up
Spots deals that went quiet, drafts the next step for the owner to approve, and logs it.
Every agent gets watched against its outcome.
Step 1 of 3
Pick the outcome
We agree on the one result the agent is for, like lead response time or meetings booked, and lock today's number as the baseline.
ClickTap a step to read it.
What we build with.
The agent works inside your CRM. These are the pieces we build it from.
Your CRM
- HubSpot
- Salesforce
AI
- HubSpot Breeze
- Claude
- ChatGPT
Automation
- Make
- Zapier
A fit if
- Your CRM data is in decent shape, or you're willing to fix it first
- You can name the result you want an agent to move
- Someone on your team will review outputs while an agent is in testing
- You want to see the number move before you scale anything up
Not a fit if
- You want an agent to clean up messy data on its own
- Nobody can spare time to review outputs during testing
Questions people ask first.
What does an AI agent actually do in our CRM?
It handles one repeatable job, like routing new leads, drafting follow-ups, or cleaning records, using the data already in your CRM. A person stays in the loop until it's proven, and some agents keep a person approving every output for good.
How do you know an agent is working?
Each one has a single outcome and a baseline we lock before it goes live. We review that number every week, along with a sample of its outputs, and you see both.
Do we need clean data first?
Yes. An agent working from bad data makes mistakes faster. If your CRM needs work, we start there, usually with the cleanup or the Connect level.
Which tools do you build with?
HubSpot Breeze when you're on HubSpot, Claude or ChatGPT for the reasoning, and Make or Zapier to connect the pieces. The agent works inside your CRM, whether that's HubSpot or Salesforce.
Pick the job you'd hand an agent first.
A forty-five-minute call with our Practice Lead. Bring the task that eats your team's week, and we'll tell you whether an agent can take it and how we'd measure it.