AI Agents · CRM and sales AI agents
Sales agents that keep the CRM honest.
Sales teams know the CRM is only as good as the data entered, and entering data is nobody’s favourite job. A sales agent qualifies enquiries, logs activity, summarises the pipeline and drafts follow-ups, while people keep the relationships and the decisions.
The problem
Where the time goes today.
- Enquiries that arrive on several channels and are never logged consistently.
- Deals that go quiet because nobody noticed the last contact date.
- Pipeline reviews built from memory and spreadsheets.
- Follow-up emails written from scratch, or not written.
How it works
What the agent does, step by step.
- Capture the enquiryFrom WhatsApp, web forms or email, into a structured lead.
- Qualify itAsk the few questions you always ask and record the answers.
- Keep the CRM currentLog activity and propose field updates; changes to deal stage can require approval.
- Summarise the pipelineCounts by stage, deals with no activity, what changed this week.
- Draft follow-upsSaved as drafts for a person to edit and send.
Integrations
What it connects to.
“Used in our projects” means we have built and run that kind of connection. Anything else needs a feasibility review before we commit.
| System | Status | Note |
|---|---|---|
| CRM built by Odontofusion | Used in our projects | For example the QSIX Films bookings CRM. |
| Third-party CRM | Proposed: feasibility review | Depends on the CRM’s API and your plan. |
| Proposed: feasibility review | Drafts only; the agent does not send. | |
| Calendar | Proposed: feasibility review | To propose meeting times. |
| In our product plans | For inbound enquiries. |
In practice
Examples of the work.
Illustrative exchanges with fictional data. They show intended behaviour, not recorded client conversations.
Pipeline summary
Manager: “Which deals have gone quiet?”
Agent: lists deals with no activity for seven or more days, with the last contact and owner, and drafts a nudge for each.
Lead qualification
New enquiry arrives. Agent asks for service, timeline and company, creates the lead with those fields and assigns it by your rules.
Security and control
What keeps it safe.
- Reads and writes only the CRM fields you allow.
- Never sends email or messages on its own; drafts wait for a person.
- Respects who may see which accounts.
- Customer data is not used to train models.
- All changes are logged with who approved them.
Implementation
How we would approach it.
- Map your sales processStages, required fields, what “quiet” means for you.
- Define the agent’s permissionsWhat it may read, propose and change.
- Connect and evaluateTest on a copy of real pipeline data.
- Roll out to one teamMeasure whether the CRM is more complete and the follow-ups faster.
Commercial considerations
What it costs, and what it saves.
- Scoped as a custom build; the work depends mainly on the CRM’s API.
- Value is data quality and follow-up speed. Any increase in revenue is not assumed in the ROI calculator unless you enter it, and then only at contribution margin.
Related
Keep exploring.
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