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Sales use case

CRM hygiene on autopilot

Log calls, update stages, and chase missing fields. Your Sales AI employee handles this around the clock — no code, no hiring, and every action logged. You stay in control with approval steps wherever you want them; it does the repetitive work so your team does the judgment calls.

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How crm hygiene automation works

1The AI watches calls, emails, and form fills across all your connected tools.
2Every interaction is logged against the right contact and deal automatically.
3Missing fields and stale deals get chased with polite internal nudges.
4A weekly data-quality report shows exactly what was fixed.
Live in minutes, not weeksInstall from a template or describe it in plain English — your first run happens today.
Faster follow-up, cleaner pipelineThe outcome Sales teams hire for: consistent execution on every single crm hygiene task, 24/7.
You keep the keysAdd an approval step anywhere. Sensitive actions wait for a named human, and every decision is logged.

Works with

HubSpotSalesforceGmailSlackGoogle SheetsWhatsAppCalendly

Frequently asked questions

How long does it take to set up crm hygiene?Most teams are live the same day. Connect your tools in a few clicks, describe your rules in plain English, and run it in test mode until you trust it.
Which tools does it work with?HubSpot, Salesforce, Gmail, Slack, Google Sheets, WhatsApp, Calendly — plus 500+ more integrations and custom APIs. Connect once; every workflow can use them.
Can a human approve before it acts?Yes. Add an approval step anywhere in the workflow — the AI pauses, sends the decision to Slack, email, or the app, and continues only when you say so.
What does it cost to run?Usage is measured in credits: simple actions cost about one credit, AI reasoning steps a few. Start free, no credit card — the pricing page lists what each plan includes.

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Instant deployment · Cancel anytime · Human approval on any step you choose