Run CRM agents that keep contact records current, log interactions automatically, suggest follow-ups, and surface insights about relationship health from your customer data. These agents understand customer lifecycle, engagement patterns, and relationship building, helping you maintain meaningful connections at scale. Build customer relationship systems augmented with AI.
58 agents available • Page 4
Channel-partner AI agent — deal-reg routing, commission calc prep, partner enablement, joint-pipeline reviews.
Customer success AI — health-score watch, QBR prep, expansion flagging, renewal-risk alerts.
An AI agent that watches your pipeline and drafts the next follow-up for every cooling deal.
An AI agent that answers questions about your customers from your own records.
An AI agent that texts your old, gone-quiet leads and books the ones who are ready to buy again.
An AI agent that sends post-visit follow-ups, logs job notes, and flags callbacks so field crews close the loop without manual texting.
An AI agent that scores renewal risk from usage and support signals, drafts save calls, and surfaces accounts that need attention before contracts lap...
Track TC milestones and draft deadline reminders. No IDX.
Watch first-response timers and escalate breached inbound leads.
Watch closing checklist items approaching due dates.
Watch contingency dates approaching due.
Watch under-contract dates approaching due.
Draft solo-agent lead nurture without IDX claims.
