Sales & MarketingAI Website Chat Agent
An intelligent website assistant that understands questions, recommends services, captures leads, and schedules meetings.
RecommendationsLead captureSchedulingIntent detection
View ProjectSales & Marketing
AI CRM Assistant
Keep CRM clean and opportunities prioritized
Connects to CRM systems to summarize customers, update records, identify follow-ups, and prioritize opportunities.
Business problem
CRM data is stale and reps lack prep time.
Business impact
Summaries, follow-ups & prioritized opportunities
Overview
A co-pilot for sales ops and AEs that sits on Salesforce/HubSpot/Zoho—summarizing accounts, drafting updates, spotting stale deals, and recommending next actions.
Services we provide
1CRM co-pilot for summaries & updates
2Follow-up detection & reminders
3Opportunity prioritization
4Meeting-to-CRM note sync
5Data hygiene suggestions
6Manager pipeline insights
Integrations
SalesforceHubSpotZoho
Capabilities
Account summariesFollow-upsPrioritizationHygiene
Outcomes
- ✓Cleaner CRM
- ✓Better follow-up discipline
Use cases
- AE prep
- Pipeline reviews
- CRM cleanup
What you get
- CRM assistant
- Connectors
- Playbooks
- Adoption training
Industries
B2B sales teams
Tech stack
CRM APIsLLM Agents
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View ProjectWant this built for your team?
Tell us the workflow, the systems it must connect to, and where a human should stay in the loop.