Keep your CRM. Get the answers it can't give you.
Your CRM records activity. The cause sits in calls, sequences and the dialer. We join them, and agents draft against each task for your rep to approve.
What you're after
Reports that explain why
Which accounts, reps and touches produce pipeline and revenue, read across every system.
A CRM reps trust
Research, notes and next steps logged for them, after they approve.
No migration project
We build around the CRM you have, with no rebuild.
Illustrative: one task, start to finish
Illustrative. Companies, people and numbers are fictional. Northwind sells route-planning software, and this task comes from its peak-season play.
| Stage | What happens | Where |
|---|---|---|
| Task created | "Follow up: new VP Operations started" on a distribution account, owned by the rep | CRM |
| Agent reads | Account history, the last call, open opportunities and the signal behind the task | Warehouse, through one connector |
| Agent drafts | An email and call opener on peak-season readiness (missed deliveries, overtime), attached to the task | CRM task, Slack queue |
| Rep approves | Edits or approves. Nothing reaches the buyer before this | Review queue |
| Sent and logged | Sent through your sequencer or dialer. Outcome written back to the task | Sequencer, CRM |
AI inside the CRM, or AI on top of your whole business
- Sees only what's in the CRM
- Keeps your data and context inside its product
- Runs behind the models your team already uses elsewhere
- The CRM stays your system of record, with no migration
- Agents read the CRM next to calls, sequences and signals
- Write-back only per workflow, after a person approves
How the CRM fits each step
- Step 011
Connect your data
Sync the CRM into a warehouse you own with your sequencer, dialer and calls, and write down what each stage and field really means.
- Step 022
Prioritize by revenue impact
Find the stage where the most revenue stalls, and map won and lost deals side by side at that moment.
- Step 033
Ship into the tools your team uses
The play creates a task on the right record. The agent drafts against that task, and your rep approves.
- Step 044
Keep improving
Task outcomes are written back to the record, and the play is read against accounts that didn't get it over the same weeks.
By CRM
| CRM | What we watch for |
|---|---|
| HubSpot | Its built-in AI works mainly from HubSpot records, so call and sequence data comes in through the warehouse. Early teams may not need a warehouse yet, and we'll tell you if so. |
| Salesforce | Years of admin changes often hide what fields mean, so the first weeks include writing definitions down. We work beside your admin or implementation partner. |
| Attio | Flexible and fast for small teams. Where it lacks a connection, we build a small connector. |
What we build with it
Agents
Agents that read before they write, draft against CRM tasks, and log every action.
Read moreAgentic tool implementation
Agents configure and clean up fields, stages and workflows in days instead of admin weeks.
Read moreGTM data warehouse
The CRM joined with every other system, in one place you own.
Read moreBefore you book
Should we switch CRMs first?
Almost never for this work. The missing context sits around the CRM, in calls, sequences and the dialer.
Will agents write to our CRM?
Not at first. Write access is added one workflow at a time, when a play needs it.
Do you have a relationship with HubSpot, Salesforce or Attio?
If we have one with your CRM's vendor, we tell you before you buy anything. Most of this work needs nothing new bought. How we recommend tools.
See what your CRM tasks could carry
Bring a stage where deals stall. In 30 minutes we'll sketch the task we'd build there.
Book a call