CRM Automation
Your CRM writes itself
Automatically update CRM records, log activities, create tasks and trigger follow-up workflows — no manual data entry, ever.
- Zero manual data entry
- Native Salesforce, HubSpot, Pipedrive, Attio, Close
- Auto-created tasks and follow-ups
- Two-way sync with full audit trail
Send ROI deck and follow-up email before Thursday's demo.
Why businesses need this
The cost of doing it manually
Every day without crm automation is revenue quietly leaking out of the pipeline.
Manual, expensive, incomplete
- Reps skip CRM updates — forecast accuracy collapses
- Follow-ups fall through the cracks
- Managers can't trust the pipeline data they see
- Ops teams spend weeks cleaning bad CRM data
Automated, instant, complete
- Every call fills the CRM automatically
- Tasks and follow-ups created without lifting a finger
- Pipeline data leaders can actually trust
- Clean CRM hygiene as a byproduct of doing the work
How it works
Launch in an afternoon
Four steps from zero to your first AI-powered conversation.
Connect your CRM
OAuth in one click — 2 minutes.
Map fields
Choose which call data flows to which CRM fields.
Automate
Every call updates records and kicks off follow-ups.
Trust the data
Two-way sync keeps everything consistent, with audit logs.
Features
Everything you need in one service
Enterprise-grade capabilities, packaged as pay-per-use credits.
Native integrations
One-click OAuth for Salesforce, HubSpot, Pipedrive, Attio, Close — plus REST API and webhooks for anything else.
Field-level mapping
Map any call outcome to any CRM field, including custom objects and multi-select fields.
Auto tasks & reminders
Follow-ups, reminders and next steps created and assigned automatically after every call.
Workflow triggers
Trigger email sequences, Slack alerts, SMS or Zapier workflows based on call outcomes.
Audit trail
Every write is logged with source call, timestamp and confidence score — full compliance visibility.
Two-way sync
Changes flow both ways — CRM updates hydrate future call context automatically.
Results
Measurable outcomes from day one
Numbers customers report within their first 30 days with CRM Automation.
Use cases
Built for every industry
How teams across sectors put CRM Automation to work.
SaaS
Qualify inbound trials and re-engage churned users automatically.
Real Estate
Follow up with every property lead within seconds, 24/7.
Healthcare
Book appointments and handle reminders without staffing pressure.
Financial Services
Pre-qualify borrowers and route hot leads to licensed agents.
E-commerce
Recover abandoned carts and handle order questions live.
Customer Support
Triage tickets, resolve tier-1 issues and escalate the rest.
Credits & pricing
Simple, pay-per-use pricing
One credit = $0.10. Buy once, spend on any service.
- Native CRM write
- Field-level mapping
- Task & reminder creation
- Workflow trigger execution
- Full audit trail
FAQ
CRM Automation — questions answered
Everything you need to know about credits, deployment and the platform.
Ship an AI sales team this afternoon
Buy credits and go live. No plans, no trials, no lock-in — pay only for what you use.