AI CRM Agents
Inside Salesforce & Dynamics.
CRM Agents turns your CRM from a system of record into a system of revenue action. It works inside Salesforce and Microsoft Dynamics 365 to score leads, detect pipeline risk, improve forecast accuracy, summarize calls, optimize quotes, surface account intelligence, and guide sales reps toward the next best action.
- Your team keeps the CRM they already use.
- CRM Agents makes it smarter, faster, cleaner, and more revenue-driven.
- Better pipeline. Better forecasts. Better rep execution.
Proven Revenue Impact
CRM Data Is Not
CRM Action.
Salesforce and Microsoft Dynamics are powerful systems of record. But most sales teams still struggle with the same revenue execution problems. CRM Agents sits inside the CRM workflow and turns fragmented data into revenue guidance - without asking reps to leave the tools they already use.
See CRM Agents In Action- 01Which leads should reps call first?
- 02Which opportunities are at risk?
- 03Which deals are likely to slip?
- 04Which accounts are ready for expansion?
- 05Which quote is mispriced?
- 06Which rep is losing time to CRM admin?
- 07Which next step will move the deal forward?
Six AI Capabilities
Inside Your CRM.
Each capability runs inside Salesforce or Microsoft Dynamics 365. No new tools, no tab switching.
AI Lead Scoring
Prioritize the right leads before reps waste time on low-intent activity.
Hot, warm, and low-priority lead ranking
AI-ranked leads with fit, intent, and next action
Explanation for every lead score
CRM task generation for priority leads
Also includes
Forecast Intelligence
Replace spreadsheet-driven forecast calls with explainable AI forecast confidence.
Forecast confidence by team, region, rep, and quarter
Signal-based, not opinion-based
Slippage risk detection
Risk explanation for every flagged opportunity
Also includes
Account Intelligence
Give every rep a smart briefing before the call.
Account health summary
Expansion and cross-sell opportunities surfaced automatically
Relationship map and missing stakeholders
Suggested talking points for the next meeting
Also includes
Rep Productivity Automation
Make CRM updates happen as part of the workflow instead of after the workflow.
Call summary in CRM
Automated summaries, next steps, and email drafts
Opportunity field update recommendations
Missing MEDDICC/BANT/SPICED data alerts
Also includes
Quote Optimization
Accelerate quote creation, review, and approval.
Quote readiness score
Discount and margin risk alerts before delivery
Similar-deal comparison
Faster handoff to finance, legal, or operations
Also includes
Manager Coaching Intelligence
Turn pipeline review into targeted coaching.
Rep productivity view
Pipeline hygiene alerts and deal coaching prompts
Forecast behavior trends
Coaching agenda for 1:1s generated automatically
Also includes
What Changes When AI
Joins Your Revenue Team.
| Dimension | Before CRM Agents | With CRM Agents |
|---|---|---|
| Lead prioritization | Reps choose manually or by basic CRM fields | AI-ranked leads with fit, intent, and next action |
| Forecast review | Spreadsheet checks and rep opinion | Signal-based forecast confidence and risk explanation |
| Account planning | Manual research across notes, calls, and history | AI-generated account brief and expansion signals |
| Call follow-up | Reps write notes and follow-ups after meetings | Automated summaries, next steps, and email drafts |
| Quote turnaround | Back-and-forth across sales, finance, and approvals | Quote readiness, pricing risk, and approval summary |
| Pipeline inspection | Managers manually inspect every opportunity | AI flags at-risk deals and coaching moments |
| CRM hygiene | Missing fields and stale opportunities | Automated alerts and suggested updates |
| Rep time | Admin-heavy, constant context switching | More selling time and cleaner execution |
Specialized Agents That Work
Across Sales Workflows.
Ranks leads by fit, intent, likelihood to convert, and urgency. Explains why a lead matters and what to do next.
Analyzes opportunity movement, stage age, activity gaps, historical win/loss patterns, and close-date changes to identify deal risk.
Creates account briefs with relationship context, engagement history, open opportunities, risks, renewal signals, and expansion ideas.
Summarizes meetings, extracts next steps, recommends CRM field updates, drafts follow-ups, and creates tasks.
Reviews quote readiness, pricing risk, margin signals, discount patterns, approval needs, and similar deal history.
Flags rep behavior patterns, pipeline hygiene issues, forecast risk, and coaching opportunities for sales managers.
Every Revenue Role Has A
CRM Agents Workflow.
AI Revenue Intelligence
Inside The CRM You Already Run.
CRM Agents For Salesforce
CRM Agents enhances Salesforce Sales Cloud workflows with AI-guided prioritization, opportunity intelligence, account summaries, quote readiness, and sales activity automation.
CRM Agents For Microsoft Dynamics 365
CRM Agents brings AI revenue intelligence into Microsoft Dynamics 365 Sales, helping teams improve pipeline visibility, sales productivity, forecasting, and account execution.
Six Steps From CRM Data
To Revenue Action.
Connect
Connect CRM Agents to Salesforce or Microsoft Dynamics using approved integration patterns, role-based access, and permission-aware data handling.
Understand
CRM Agents learns your sales process, pipeline stages, qualification model, forecast categories, account structure, and leadership reporting needs.
Score
CRM Agents scores leads, opportunities, accounts, quotes, and pipeline health using your data and your business rules. Every score includes an explanation.
Recommend
CRM Agents recommends the next best action: call this lead, update this close date, inspect this quote, prepare this account expansion pitch.
Write Back
When approved, CRM Agents updates CRM fields, creates tasks, attaches summaries, drafts follow-ups, and logs actions back to Salesforce or Dynamics.
Govern
Every recommendation, CRM update, and AI-generated summary can be governed with audit trails, permissions, approval rules, and configurable thresholds.
Connect
Connect CRM Agents to Salesforce or Microsoft Dynamics using approved integration patterns, role-based access, and permission-aware data handling.
Understand
CRM Agents learns your sales process, pipeline stages, qualification model, forecast categories, account structure, and leadership reporting needs.
Score
CRM Agents scores leads, opportunities, accounts, quotes, and pipeline health using your data and your business rules. Every score includes an explanation.
Recommend
CRM Agents recommends the next best action: call this lead, update this close date, inspect this quote, prepare this account expansion pitch.
Write Back
When approved, CRM Agents updates CRM fields, creates tasks, attaches summaries, drafts follow-ups, and logs actions back to Salesforce or Dynamics.
Govern
Every recommendation, CRM update, and AI-generated summary can be governed with audit trails, permissions, approval rules, and configurable thresholds.
Enterprise-Ready From
Day One.
CRM Agents is built for enterprise CRM environments where trust, access control, and explainability matter. Every score, forecast flag, and recommendation includes the signal behind it - not just a number.
“Opportunity risk increased because there has been no activity in 14 days, the close date moved twice, and the quote is not approved.”
Talk To Our Security TeamStart With One Workflow.
Prove Value In 2-4 Weeks.
- Identify target workflow
- Map Salesforce or Dynamics data objects
- Define score inputs and business rules
- Align with sales leadership and RevOps
- Configure lead, opportunity, account, quote, or productivity agent
- Define recommendation logic
- Set human approval rules
- Build dashboard and reporting view
- Run CRM Agents on live or sandbox CRM data
- Review scoring quality
- Validate recommendations with sales managers
- Tune thresholds and workflow actions
- Launch with target team
- Track forecast accuracy, lead conversion, quote turnaround
- Monitor rep admin time and pipeline hygiene
- Expand to additional teams or workflows
Everything You Need To Know.
Start With One CRM Workflow.
We'll Show The Revenue Action For It.
Bring us one sales problem: poor forecast accuracy, weak lead conversion, rep admin overload, slow quote turnaround, or missed account expansion. We will show how CRM Agents turns your CRM data into measurable revenue action.
CRM Agents starts at $999/month plus a per-user fee.
Enterprise, customer-cloud, and on-premises options available. Talk to us for regulated or custom workflows.