The agentic CRM
Your pipeline, worked overnight.
Seven named agents read every email, brief every meeting, grade every deal, and draft every follow-up — then wait for your approval. Every claim they make carries a verbatim quote from the record. That's not a promise in a prompt. It's enforced in code.
CRM was built for reporting on your team. This one works for them.
The last generation of CRM made salespeople the data-entry layer for management dashboards. We inverted it: the system reads the record, does the homework, and proposes the next move — and your team spends their time selling, approving, and closing.
No quote, no signal
Every agent-extracted claim must carry a verbatim quote from the source, verified character-for-character after generation. A claim that can't produce its receipt is dropped, not published.
Agents propose, humans approve
There is exactly one path from an agent to the world, and it runs through your approval queue. Outbound email and invites are permanently draft-first — that gate cannot be switched off.
Numbers that never lie
ARR moves only when a contract is signed — never from pipeline, never from optimism. Health is a category with evidence, not a score. When a number is incomplete, the page says so.
Seven agents. Each with a name, a job, and a boss — you.
Not one chatbot bolted onto a database. A division of labour that runs on real triggers: every email, every meeting, every night, every Monday.
Scribe
Every inbound emailReads every synced email and extracts the signals that matter — new stakeholders, timelines, budgets, competitors, commitments, risks — each one carrying a verbatim quote from the source.
Prep
Two hours before every external meetingA one-screen brief: the single objective, what changed since last contact, who's in the room and where they stand, your open commitments, three talking points, two risks to probe.
Sentinel
Nightly, on every open dealGrades deal health as a category with evidence — green, yellow, red, never a fake-precision score — runs eight named risk checks, and names the single next action.
Delivery Sentinel
Nightly, on every active projectThe same discipline pointed at delivery: milestones slipping, unstaffed weeks ahead, burn running ahead of plan, a client gone quiet — with a concrete task to defuse each risk.
Forecast
Monday morningsAnnotates the month's forecast in plain words. It never computes a number — every figure is pre-computed and handed to it as a citable fact, and citing a fact that doesn't exist fails the run.
Chief of Staff
Every weekday, 7:30amThe briefing the whole team reads: ARR versus pace, at most three things that need a human today — each with a button that takes you there — and what the agents did overnight.
Ghostwriter
After meetings, or on demandDrafts follow-ups in your voice — it studies your real sent mail for tone, greeting, and sign-off. One clear ask per email. Approved drafts send from your own mailbox.
…and the Assistant
Ask anything across live sales and delivery data in plain language. Its only write path is filing a proposal into your approval queue — same rules as everyone else.
One number the whole company can watch — because it never lies.
Most revenue dashboards are negotiations. Ours is a ledger. The counter moves through exactly one code path — a signed contract — and post-sale changes go through one sign-checked path for expansion, contraction, and churn.
- ARR derives from signed contracts only, enforced at the database — pipeline can't leak in.
- When a deal signs, every screen in the company rolls at the same moment. Confetti included.
- A token-secured TV wallboard for the office: the counter, the pace, and the next milestone gate.
- Pace against a compounding trajectory, in plain words: “ahead by 3 weeks”, not a dashboard riddle.
A forecast built on judgment, with the math shown.
Monthly cadence, aligned to your financial year. The weekly agent-written note cites only pre-computed facts — every figure is one click from its source.
- Won, commit, best case, and weighted — per month, per rep, with coverage of the gap.
- Forecast category is explicit human judgment, never inferred from a stage.
- Recurring revenue and services are separate ledgers that never blend into each other.
- Hygiene surfaced, not hidden: past-dated and undated deals are flagged, not silently dropped.
The deal doesn't end at closed-won. Neither do we.
Win it, staff it, deliver it, bill it — one system. Closing a deal creates the project in the same motion, with the budget derived from what you actually sold.
- Weekly timesheet grid with copy-last-week, a billable flag, and a one-way submit → approve ladder.
- Utilisation live in the footer; a 12-week capacity heatmap with pipeline demand overlaid.
- Expenses with categories and the same approval ladder — nothing billable slips through.
- A delivery agent watches every active project overnight, the same way Sentinel watches deals.
Every billable hour finds its invoice.
Approved, billable, un-invoiced time and expenses roll up into one unbilled view with rate snapshots — so quarter-end stops being an archaeology project.
- Fixed-fee milestones, monthly retainers with live drawdown, and time & materials — per project.
- Unbilled work-in-progress grouped by account, one click from an invoice-ready export.
- Milestone revenue recognised deliberately — a button and a confirmation, never a side effect.
- The billing schedule reconciles against contracted services, so drift is flagged before the client sees it.
Commission accrues the moment the contract does.
Nobody rebuilds commissions in a spreadsheet at quarter end, and nobody argues about them either — the accrual and the contract are the same event.
- Accruals are born in the same database transaction as the signed contract — they cannot be hand-created.
- Flat-rate plans per person: a product rate and a services rate. No spreadsheet reconciliation.
- A clean status ladder — accrued, payable, paid — visible only to the business owner.
Everything a revenue team runs on, none of the bloat.
An approvals queue you clear in minutes
Everything the agents propose lands in one keyboard-driven inbox — j/k to move, a to approve, e to edit, x to reject with a reason the agent learns from. Low-confidence items sort to the top.
Microsoft 365 sync without the BCC
Email and calendar sync every five minutes, matched deterministically to the right account, deal, and contact. Opt-in per rep, tokens encrypted in a vault, revocable in one click.
Pipeline, deals, and win plans
Drag-and-drop pipeline with weighted stage totals, stakeholder maps, and human-owned win plans — where the agent's suggestions appear under the field they target, and your click is the approval.
Quotes and renewals
Numbered quotes snapshotted from deal line items — recurring, services, one-time — with a clean lifecycle. Renewals show every contract ending in 180 days and the ARR at stake.
Reports that can't disagree with themselves
Win rate, sales cycle, stage conversion from trigger-written history, revenue mix. Every panel exports to CSV, and the page and the export share the same math.
An API and webhooks from day one
A public REST API with org-scoped keys, cursor pagination, and rate limits, plus HMAC-signed webhooks — because your CRM should be a system you build on, not a silo.
Legacy CRM asks your team to type. Ours reads the record.
Put your revenue on rails.
The agents work the pipeline end to end — from the first synced email to the counter rolling on the office TV.