It reads and writes your CRM in plain language. Pull up a deal, research an account, update the notes, move a stage and chase what has gone quiet, all in one message.
No migration. It works on your existing CRM through its API.
Example exchange
The data exists. It is in someone's head, someone's inbox and someone's notebook. It is not in the CRM, because putting it there takes twenty minutes nobody has at 6pm.
Not out of laziness. Because the form has eleven fields and the rep has another call in four minutes.
The answer to "what is happening here" sits in four tabs, so people just ask whoever owns it.
Pipeline reviews run on records nobody has touched in a month, so the forecast always surprises.
What is closing this month. Which deals have gone quiet. When is my next call with them. Answers come back in a sentence rather than as a report you have to build first.
Example answer
Update this person, move that deal, research this company, write the notes up, book the follow up. One message, and the CRM is correct.
Example actions
Give it a list of companies and it researches each one: what they do, what has changed, and who is worth your time. That is a brief rather than enrichment.
Example brief
More than a job title from a database. The person most likely to care, why they are the one, and the thing about them that should change how the first sentence goes.
Example recommendation
Research in a document is research nobody reads. It writes what it finds onto the account itself, where the next person will see it.
Example run
Nobody is moving off their CRM because a tool asked them to. This connects through the API, so nothing is exported and nobody is retrained.
Example connections
We connect it and set it loose on a list, so you see the value before anyone changes how they work.
Read and write access to the objects you choose. Nothing is exported and nothing else changes.
Give it a batch of accounts to research and write up. That is when it becomes obvious.
Questions, updates and notes in plain language. Records stay current because it stopped being work.
A CRM agent sits on top of your existing CRM and lets you read and change it in plain language rather than navigating screens. You ask what is going on with an account, tell it to update a record, move a deal or research a company, and Carl does that through the CRM's own API.
No, and that is the point. It connects to what you already run through the API. Your CRM stays the system of record, nothing is exported, and people who never open the agent still benefit because the records are correct.
Both. It creates and updates records, moves deal stages, writes notes and creates tasks. It confirms every change it made, so you are never guessing whether something landed.
Enrichment fills in fields. This writes a brief: what the company does, what has changed recently, whether they are a good fit, who is worth contacting and what to open with. It also says when a company is a poor fit, which a field filling tool cannot do.
It reports every action it takes, so a wrong change is visible immediately rather than discovered at quarter end. You choose which objects and fields it can write to when it is connected.
Connecting the CRM is quick. The useful first step is usually pointing it at a real list of accounts to research and write up, which is where most teams decide whether it earns its place.
Anything with an API is in scope, including systems built in house, because the agent talks to the API rather than to a particular vendor. If your CRM can be reached programmatically, it can be connected.
Fifteen minutes on your own pipeline, not a canned demo. You will see the questions it answers and the records it updates.
No obligation, and nothing to install to take a look.