Log every interaction automatically
Calls, emails, meetings, voice notes, Slack messages. Captured, summarized, and logged to the right deal in real time.
Keep your pipeline clean and your reps closing with an AI Sales & CRM Agent
Auto-log every interaction, update every deal, draft every follow-up, without your reps touching the CRM.
Book a Demo
TA CRM that updates itself. Stop losing deals to admin neglect.
- Every call, email, and meeting is logged automatically.
- Auto-log every call and email Update deal stages in real time
- Draft personalized follow-up messages
- Generate pipeline reports on demand
- Flag at-risk and stalled deals
- Surface upsell and expansion opportunities
- Sync data across HubSpot, Salesforce, GHL, Pipedrive
- Send proactive nudges to reps before deals stall
- Keep contact records always current
- Free your reps from CRM admin
Train It Once. Watch It run your CRM.
Every sales team has its own pipeline rules, deal stages, and follow-up cadences. Your agent learns yours and runs the playbook from there.
Move deals through the pipeline without manual updates
Demos delivered? Deal moves to evaluation. Contract sent? Deal moves to negotiation. Pipeline stays accurate without anyone touching it.
Draft follow-ups your reps would actually send
Send personalized follow-up emails written in each rep's voice, based on what was discussed.
Your closers are stuck doing data entry.
The AI Sales & CRM Agent handles follow-ups, deal updates, and pipeline hygiene so your reps can actually close.
$1,500/month.
- Same job.
- More accuracy.
- No backlog, no quarter-end scramble, no turnover.
Book a Demoto see your numbers in action!
Frequently Asked Questions
Seven days from contract signing. Onboarding covers CRM connection, deal stage mapping, follow-up sequence training, and approval rules. By day seven, the agent is running your pipeline.