Contact

Your workflow

Explore the agents

Customer Service
Credit Control
Proposal Generator
IT Helpdesk
Customer Renewal
CRM Hygiene
Customer Service
Credit Control
Proposal Generator
IT Helpdesk
Customer Renewal
CRM Hygiene

A pipeline forecast. You can trust.

The CRM Hygiene Agent reads your calls, emails, and meeting notes - and keeps your deal records accurate, complete, and current. Without a single manual entry.

Watch AI update your CRM after every sales call

Try the live demo

INTERACTIVE DEMO Click “Review Call Updates” to see AI update a stale CRM record
Zoho CRM · Pipeline — Post-Call Review
Agent-Ready ✶
Pipeline Deal Record Call Log Reports #DEAL-002847
Clearstone Partners — Discovery Stage
⚠ Last updated 23 days ago
Zoho CRM · Deal #DEAL-002847 · Owner: Mark W.
Clearstone Partners Ltd
StageDiscovery (stale — 23 days)
Value£18,000 (est.)
ContactSarah Mitchell (CEO) — no CFO on record
Next actionNone set
Recent Call Log
Sarah Mitchell + James Forde (CFO)Yesterday · 52 min
“The month-end close takes three days — all manual. We’ve set aside £15–20k for this. James is the sign-off authority. We need it done before Q1 reporting — February at the latest.”
Sarah Mitchell (CEO)3 weeks ago · 28 min
“Can you send us a proposal? We’re ready to move forward if the approach is right.”
Try it
✶
Agent Panel
Awaiting
✶
Review the latest call transcript and apply the proposed CRM updates.
Parsing call transcript…
Built around your CRM workflows • AI-assisted • Human approved • Nothing updates automatically.

2 wks

Pilot to live

£1,995

Pilot Price

100%

Post-call records updated

What it actually does.

The CRM Hygiene Agent connects to your call recording platform, email, and CRM – Zoho, HubSpot, or Salesforce. After every customer interaction it reads what was discussed, compares it against the current deal record, and proposes the correct updates: stage progression, contact enrichment, next action, and conversation summary. Your sales team approves in bulk.

What the agent reads.

  • Sales call transcripts
  • CRM opportunity records
  • Emails and meeting notes
  • Pipeline stages and deal history
  • Contact and stakeholder records
  • Next actions and commercial activity

What the agent prepares.

  • CRM update drafts
  • Stage progression recommendations
  • Contact enrichment suggestions
  • Commercial summaries
  • Next-step actions
  • Pipeline quality reports

Human review stays in control.

Nothing is sent automatically.

Your team reviews, edits, and approves every CRM change before updates are applied.

How it works.

We configure the agent around your CRM structure, sales process, pipeline stages, and data quality standards – then refine outputs with your team until updates feel commercially accurate and operationally trusted.

01

Scoping call.

60 minutes to scope. A focused workshop to map your CRM fields, sales stages, approval workflows, call sources, and pipeline quality benchmarks.

02

Pilot build.

2 weeks to deploy. The agent configured against one live pipeline stage with post-call updates and enrichment suggestions produced for review.

03

Review & approve.

Your sales team reviews the first outputs. We refine mapping logic, approval workflows, and enrichment rules together.

04

Full deployment.​

Agent expands across your full pipeline with monthly optimisation, monitoring, and enrichment iteration included.

Start small. Scale when it works.

AI Draft → Human Review → Send

Deploy a focused pilot around one pipeline workflow before expanding into wider sales operations and commercial automation.

Pilot.

£1,995

Live in 2 weeks. One pipeline stage - post-call updates and anomaly alerts produced for team review.

Get started

Full Build.

£5,500

Full pipeline coverage. All integrations, approval workflows, and team onboarding included.

Get started

Monthly Ops.

£550

/MO

Ongoing stage expansion, additional enrichment sources, and data quality monitoring each month.

Get started

When did you last trust your pipeline forecast completely?

Book a 20-minute walkthrough.

We’ll run a free pipeline audit on your CRM and show you exactly what the agent would fix – before you commit to anything.

 

  • Works with Zoho, HubSpot, and Salesforce.
  • Bulk approval workflow - your team stays in control.
  • Cancel monthly ops anytime.
See your workflow in action