The CRM Agent unifies all lead and interaction data into a single, real-time system. It automatically captures, cleans, and updates records across every channel.
It can work alongside or enhance your existing CRM by handling data synchronization, deduplication, and enrichment automatically.
Duplicates are detected and merged automatically, ensuring each lead has one clean, accurate record without manual cleanup.
Yes. Every interaction—chat, call, follow-up, or engagement—updates the lead record instantly.
No. The CRM Agent eliminates manual data entry by automating updates across the entire funnel.
It provides shared context and accurate data so every agent can act intelligently without repeating questions or losing information.