Updates the CRM after every call.
Stage, close date, people and next steps, filled in from what the buyer actually said.
AtomsAI / CRM agent
Updates your CRM from every call, email and meeting, keeps it free of duplicates and gaps, and flags deals at risk. Your reps sell, and your forecast reflects what buyers actually said.
Built for sales and revenue operations teams on Salesforce, HubSpot and Zoho.
Why it matters
Your forecast is only as good as your CRM.
Reps are busy selling, so calls go unlogged and fields go out of date.
By the time a deal slips, the CRM still says it's on track.
Every call means minutes of typing, so most calls never make it into the CRM.
Three records for one company, and no job title for the person who signs.
The warning was on a call last week. The CRM never heard it.
What it does
Stage, close date, people and next steps, filled in from what the buyer actually said.
Calls, emails and meetings, on the right deal.
Silence, competitors, moving dates: spotted from calls and emails, with the reason, before the deal slips.
One company, one record, with the history kept.
Titles, phones and company details, from signatures and calls.
Checks each deal's stage against what was said, and tells the manager when they don't match.
Who's joining, what was said and what was promised, before each call.
Every call logged, a clean database, deals flagged before they slip, and a forecast built on what buyers said.
Sources, capabilities and integrations
Reads calls, video meetings, email and calendars, and updates Salesforce, HubSpot or Zoho, field by field, with a link back to where it heard it.
SOC 2 Type II, HIPAA and GDPR. Your data is never used to train models.
Every call and email, for every rep, every day, including the ones nobody would have logged.
The rep or their manager, with the deal, what changed and why.
Salesforce, HubSpot, Zoho, Pipedrive and Microsoft Dynamics. Gmail and Outlook. Google Calendar and Outlook Calendar. Zoom, Google Meet and Microsoft Teams. JustCall for calls. Slack for alerts. Anything else through APIs and webhooks.
Scoped access, approved per action
Pipeline
See what changed today, where it came from, and which deals need attention.
Pick your industry to see what the agent logs, cleans and flags.
Long deals with many people, and a forecast nobody trusts.
A demo ends with “send us pricing”.
Moves the stage, adds the buyers, sets the next step.
Deal up to date without the rep
The main contact hasn't replied in two weeks.
Flags the deal and suggests another contact.
Deal rescued before quarter end
Agents talk to dozens of buyers a week and log almost none of it.
A buyer calls after a viewing.
Logs what they liked, budget and timing.
Better matches next time
A buyer enquires through three portals.
Merges them into one contact.
One history, one agent
Renewal dates, policies and notes scattered across emails.
A client asks for a quote on a new van.
Logs the vehicle, cover wanted and renewal date.
Quote ready, renewal tracked
Policies have no renewal date in the CRM.
Finds them in policy emails and fills them in.
No renewal missed
Advisers must record every client conversation, and it eats their week.
A yearly review meeting ends.
Writes the notes, goals and actions into the CRM.
Compliant record, no typing
The adviser promised a pension summary.
Adds the task with a due date.
Sent on time
Reps sell by phone and email, and orders stall in the CRM.
A buyer mentions next quarter's volumes.
Updates the opportunity amount and date.
Forecast matches reality
A buyer says a competitor quoted lower.
Flags the deal and alerts the sales manager.
Counter-offer sent in time
Recruiters juggle clients and candidates, and records go stale fast.
A client describes a new role on a call.
Creates the job with salary, skills and start date.
Job open the same day
Candidate records are a year old.
Flags them for a quick check-in.
Fresh, usable database
Leads come from everywhere, and follow-ups get missed.
A buyer calls after a test drive.
Logs the model, trade-in and budget.
Right offer, sent fast
A buyer hasn't replied in a week.
Flags them to the sales manager.
Lead saved
Counsellors talk to hundreds of applicants and log very little.
A student asks about a course and funding.
Logs the course, intake and funding question.
Right follow-up sent
A student applies twice with different emails.
Merges the records.
One application, one counsellor
Long sales to hospitals, with many people involved.
A meeting with a hospital buying committee ends.
Logs who attended, concerns and next steps.
Everyone on the deal up to date
The hospital's budget deadline is near.
Flags the deal and suggests a next step.
Deal kept in this year's budget
Which fields update on their own, and which wait for the rep, is up to you.
Controls and evals
Pricing
No fixed tiers. Every CRM agent is built around your journeys, channels and systems, so we price it the same way: after we understand what you need.
Tell us what you need.
Share your journeys, channels and systems. We'll come back with a scope and a price.
Contact usShare a sample of deals and their calls. We'll show which fields were wrong, which deals were at risk, and how early the agent would have flagged them.
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