CRM clean-up list
A short daily list of deals with no owner, a stale stage or no next step, with a suggested fix for each.
What changes
Today
Deals sit with missing fields, stale stages and no next step, so nobody trusts the pipeline forecast.
With the agent
Every day the agent scans open deals, suggests a fix for each problem in plain words, and changes nothing until someone approves.
How it works
- Every day the agent scans open deals for missing owners, stale stages and no next step.
- It suggests a fix for each problem in plain words.
- The deal owner approves each change.
- The sales manager gets a short daily list of what was cleaned and what's still open.
Keep looking
More like this
- AI agentRun the back office
IT helpdesk fix suggestions
Every new IT ticket gets an internal note with the likely fix from your own guides, before a technician opens it.
- Your service desk
- Your IT guides
- AutomationRun the back office
New hire onboarding setup
Add a new hire once and every checklist task, welcome email and IT request is set up for you.
- Your work platform
- Outlook or Gmail
- AutomationRun the back office
Who's out today post
One clear post in Slack every morning showing who's off today, and the whole week on Mondays.
- Slack
- Your HR system
Next step
Seen one you want?We'll build it around your team.
Book a 30-minute call. We look at how your team works, pick where an agent helps first, and build it. You own what we build.
- Automations deployed
- 100+
- Live clients in
- AU / SG / VN / ID
- Kickoff to live
- 2 to 4 weeks
- Code and data
- Yours
You own everything we build. No lock-in.
Not ready for a call? Request a free AI audit.