Outbound + Inbound Lead gen Agents

Moves data between tools; reduces repetitive admin; adds audit trail

About business

About business

About business

How it works

Workflow orchestration that syncs customer data, proposal status, and pipeline movements across all your tools in real-time with full logging.

How it works

Workflow orchestration that syncs customer data, proposal status, and pipeline movements across all your tools in real-time with full logging.

How it works

Workflow orchestration that syncs customer data, proposal status, and pipeline movements across all your tools in real-time with full logging.

Use case

Your team manually copies customer info from forms into Salesforce, then pastes it into email, then logs it again in your proposal software. The same data lives in 5 places. When something updates, you have no idea where the truth is—and no record of who changed what.

Use case

Your team manually copies customer info from forms into Salesforce, then pastes it into email, then logs it again in your proposal software. The same data lives in 5 places. When something updates, you have no idea where the truth is—and no record of who changed what.

Use case

Your team manually copies customer info from forms into Salesforce, then pastes it into email, then logs it again in your proposal software. The same data lives in 5 places. When something updates, you have no idea where the truth is—and no record of who changed what.

01

Elimination of manual data

Eliminates manual data entry between your tech stack (CRM, email, proposal software, etc.), freeing your team from repetitive tasks that drain 5-10 hours weekly

02

Complete audit trail

Creates complete audit trail of every action, so you have visibility into what moved, when, and why—critical for compliance and process improvement

Core Metrics

12hrs/week

8-12 hours/week saved per team member on manual data syncing

99.2%

99.2% data accuracy (eliminating human entry errors across systems)

100%

100% audit trail of all customer data changes (compliance-ready)

Stack:

Let's Talk

Let's Talk

Use for Free