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AtomsAI / CRM agent

Your CRM, always right. Without anyone typing.

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.

Cobalt Systems · Greenfield Foods deal Live
Call ended · Jordan with Greenfield Foods, 24 min
Buyer said “Budget is approved for Q1. Maria, our CFO, signs off. Send us a proposal.”
Field Before After
Stage Discovery Proposal
Close date Dec 15 Jan 31
Next step Blank Send proposal by Friday
Decision maker Blank Maria Lopez, CFO
CRM updated 30 seconds after the call
Jordan didn't type a thing · close date moved, so the forecast was updated too

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Reps are busy selling, so calls go unlogged and fields go out of date.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.

Reps hate data entry

Every call means minutes of typing, so most calls never make it into the CRM.

Duplicates and gaps

Three records for one company, and no job title for the person who signs.

Deals slip unseen

The warning was on a call last week. The CRM never heard it.

Your buyers tell your reps everything. Your CRM hears almost none of it.

Same team. A CRM you can trust. What a 20-rep sales team's CRM looks like, kept by hand and with a CRM agent
Kept by hand
4 in 10 calls logged in the CRM
5 in 10 deals with a clear next step
5 hours a week each rep spends on the CRM
With the CRM agent
All calls logged in the CRM
9 in 10 deals with a clear next step
Under 1 hours a week each rep spends on the CRM
80 hours a week back for selling, and a forecast built on what buyers actually said. Illustrative

What it does

Logs it, cleans it, flags the risk. One agent for your whole CRM.

Updates the CRM after every call.

Stage, close date, people and next steps, filled in from what the buyer actually said.

Example · what the buyer said, and the field it changed
“Budget is approved for Q1.” Close date → Jan 31
“Maria, our CFO, signs off.” Decision maker → Maria Lopez
“Send us a proposal.” Stage → Proposal

Logs every touch.

Calls, emails and meetings, on the right deal.

Call · 24 min Summary and next step
Email to Maria Attached to the deal
Zoom demo Notes and attendees

Flags deals at risk.

Silence, competitors, moving dates: spotted from calls and emails, with the reason, before the deal slips.

Example · deals at risk this week, and why
Atlas Freight · $120k No reply in 14 days
Nova Retail · $38k Competitor mentioned twice
Pike & Co · $54k Close date moved 3 times

Merges duplicates.

One company, one record, with the history kept.

Orbit Media Created by Jordan
Orbit Media Ltd From a web form
orbitmedia.com From an email
Merged into one company

Fills the gaps.

Titles, phones and company details, from signatures and calls.

Job title CFO · from her email signature
Phone +1 312 555 0187 · same
Company size 220 staff · from the call

Keeps the forecast honest.

Checks each deal's stage against what was said, and tells the manager when they don't match.

To Sam · Sales manager
Deal
Pike & Co · $54k
Rep says
Commit
Agent says
Best case: no decision maker met yet

Briefs every call.

Who's joining, what was said and what was promised, before each call.

Brief · Thursday, Greenfield Foods Maria (CFO) joins. Budget approved for Q1. They mentioned Flowdesk. You promised the proposal by Friday.
Sent to Jordan an hour before the call

A CRM you can trust, and time back to sell.

Every call logged, a clean database, deals flagged before they slip, and a forecast built on what buyers said.

Example · one quarter, one 20-rep sales team
100% of calls and emails logged
4 hrs a week back for every rep
±8% forecast accuracy, from ±25%
1,200 duplicate records merged

Sources, capabilities and integrations

Every call, email and meeting. Written into your CRM.

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.

5

Sources in. One clean CRM.

Calls Video meetings Email Calendar Chat

Secure by default

SOC 2 Type II, HIPAA and GDPR. Your data is never used to train models.

CRM updates today 00:00 → 23:59

Always on

Every call and email, for every rep, every day, including the ones nobody would have logged.

Hands over to your team

The rep or their manager, with the deal, what changed and why.

When it hands over
  • As per your rules
  • A big deal is at risk
  • It isn't sure of a field
  • Two records conflict
AI agent
  1. Field to confirm JP Jordan P. Account executive
  2. Deal at risk SK Sam K. Sales manager
  3. Records conflict PM Priya M. Revenue operations
Handover note · deal, what changed, where it was heard

At home in your stack

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

Every deal. Up to date, with the risks in view.

See what changed today, where it came from, and which deals need attention.

Pipeline · today Where it came from Illustrative
Open deals 184
Updated today 61
At risk 9
Fields filled 1,240
Greenfield Foods · $64k Call Moved to Proposal · CFO added Updated
Atlas Freight · $120k Email No reply in 14 days At risk
Nova Retail · $38k Call Email Mentioned a competitor twice At risk
Kite Health · $22k Call Amount unclear on the call Rep to confirm
Orbit Media CRM 3 records for one company Merged
1 field waiting for the rep Review Hold updates
  • One view of every change Every field the agent updated, with the call or email it came from.
  • Big changes need a yes Amounts and stages can wait for the rep to confirm, if you prefer.
  • Undo anything Every change and merge can be reversed in one click.
  • Review or hold Check the fields it wasn't sure of, or hold updates for a deal your team is handling.

Sales team on the phone? There's a play for that.

Pick your industry to see what the agent logs, cleans and flags.

B2B software

Long deals with many people, and a forecast nobody trusts.

  1. Update

    Demo call to stage change

    VideoCRM
    Trigger

    A demo ends with “send us pricing”.

    Agent

    Moves the stage, adds the buyers, sets the next step.

    Result

    Deal up to date without the rep

  2. Risk

    Champion went quiet

    Email
    Trigger

    The main contact hasn't replied in two weeks.

    Agent

    Flags the deal and suggests another contact.

    Result

    Deal rescued before quarter end

Illustrative workflows, configured around your rules and integrations. Contact us

Real estate

Agents talk to dozens of buyers a week and log almost none of it.

  1. Update

    Viewing feedback

    Voice
    Trigger

    A buyer calls after a viewing.

    Agent

    Logs what they liked, budget and timing.

    Result

    Better matches next time

  2. Hygiene

    Same buyer, three records

    CRM
    Trigger

    A buyer enquires through three portals.

    Agent

    Merges them into one contact.

    Result

    One history, one agent

Illustrative workflows, configured around your rules and integrations. Contact us

Insurance brokers

Renewal dates, policies and notes scattered across emails.

  1. Update

    Quote call logged

    Voice
    Trigger

    A client asks for a quote on a new van.

    Agent

    Logs the vehicle, cover wanted and renewal date.

    Result

    Quote ready, renewal tracked

  2. Fill

    Missing renewal dates

    Email
    Trigger

    Policies have no renewal date in the CRM.

    Agent

    Finds them in policy emails and fills them in.

    Result

    No renewal missed

Illustrative workflows, configured around your rules and integrations. Contact us

Financial advisory

Advisers must record every client conversation, and it eats their week.

  1. Update

    Client review notes

    Video
    Trigger

    A yearly review meeting ends.

    Agent

    Writes the notes, goals and actions into the CRM.

    Result

    Compliant record, no typing

  2. Next step

    Promised follow-up

    Email
    Trigger

    The adviser promised a pension summary.

    Agent

    Adds the task with a due date.

    Result

    Sent on time

Illustrative workflows, configured around your rules and integrations. Contact us

Manufacturing & distribution

Reps sell by phone and email, and orders stall in the CRM.

  1. Update

    Order volumes from a call

    Voice
    Trigger

    A buyer mentions next quarter's volumes.

    Agent

    Updates the opportunity amount and date.

    Result

    Forecast matches reality

  2. Risk

    Price pushback

    Email
    Trigger

    A buyer says a competitor quoted lower.

    Agent

    Flags the deal and alerts the sales manager.

    Result

    Counter-offer sent in time

Illustrative workflows, configured around your rules and integrations. Contact us

Recruiting & staffing

Recruiters juggle clients and candidates, and records go stale fast.

  1. Update

    Client call to new job

    Voice
    Trigger

    A client describes a new role on a call.

    Agent

    Creates the job with salary, skills and start date.

    Result

    Job open the same day

  2. Hygiene

    Stale candidates

    CRM
    Trigger

    Candidate records are a year old.

    Agent

    Flags them for a quick check-in.

    Result

    Fresh, usable database

Illustrative workflows, configured around your rules and integrations. Contact us

Auto dealers

Leads come from everywhere, and follow-ups get missed.

  1. Update

    Test drive feedback

    Voice
    Trigger

    A buyer calls after a test drive.

    Agent

    Logs the model, trade-in and budget.

    Result

    Right offer, sent fast

  2. Risk

    Hot lead gone cold

    SMS
    Trigger

    A buyer hasn't replied in a week.

    Agent

    Flags them to the sales manager.

    Result

    Lead saved

Illustrative workflows, configured around your rules and integrations. Contact us

Education admissions

Counsellors talk to hundreds of applicants and log very little.

  1. Update

    Applicant call

    Voice
    Trigger

    A student asks about a course and funding.

    Agent

    Logs the course, intake and funding question.

    Result

    Right follow-up sent

  2. Hygiene

    Duplicate applicants

    CRM
    Trigger

    A student applies twice with different emails.

    Agent

    Merges the records.

    Result

    One application, one counsellor

Illustrative workflows, configured around your rules and integrations. Contact us

Medical devices

Long sales to hospitals, with many people involved.

  1. Update

    Hospital meeting notes

    Video
    Trigger

    A meeting with a hospital buying committee ends.

    Agent

    Logs who attended, concerns and next steps.

    Result

    Everyone on the deal up to date

  2. Risk

    Budget cycle missed

    Email
    Trigger

    The hospital's budget deadline is near.

    Agent

    Flags the deal and suggests a next step.

    Result

    Deal kept in this year's budget

Illustrative workflows, configured around your rules and integrations. Contact us

Which fields update on their own, and which wait for the rep, is up to you.

Controls and evals

Every change traceable. Nothing you can't undo.

Controls

  • Only the fields you choose You decide which fields it can update, and which need the rep to confirm.
  • Every change explained Each update links to the moment in the call or email it came from.
  • Merges are reversible Nothing is deleted. Merged records keep their full history.
  • Your data stays yours Access is limited to your CRM, and nothing is used to train models.

Evals

  • Tested on your past calls Compared with what your reps entered, field by field, before launch.
  • Re-tested on every change A saved test set re-runs whenever fields or rules change.
  • Field accuracy tracked Every rep correction is counted, so accuracy is measured, not assumed.
  • Forecast checked Risk flags are compared with deals that actually slipped, every quarter.

Pricing

Custom built. Priced for your requirements.

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.

What shapes the price

  • Number of reps and deals
  • Sources: calls, meetings, email, calendar
  • CRM and the fields it updates
  • Data clean-up needed at the start
  • Risk and forecast rules

Always included

  • Design and build with our team
  • A one-time clean-up of your CRM
  • Testing on your past calls before launch
  • Weekly reviews and tuning after go-live
  • Security: SOC 2 Type II, HIPAA, GDPR

Tell us what you need.

Share your journeys, channels and systems. We'll come back with a scope and a price.

Contact us

Bring last quarter's pipeline. We'll show you what your CRM missed.

Share 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.

Contact us

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