Integrations · CRM & sales
HubSpot, kept honest by your AI teammate.
Every call and reply written back to the right deal. The Monday pipeline review built from the CRM, per client, without anyone exporting anything.
HubSpotYour AI teammate keeps the CRM honest and reports the pipeline.HubSpot CRM & salesHubSpot CRM & salesWhat an AI teammate does with it.
Reading and reporting from day one. Actions that change something wait for your yes on that job.
- Logs calls, replies and next steps on deals
- Runs the weekly pipeline review
- Fixes hygiene by your rules, flags the rest
- Answers questions from the CRM
- Creates contacts and deals from the thread
In the client's channel.
Fictional clients. Real shape of the work.
Live in three steps.
No integration project. A minute, and the AI teammate is working.
Find it
Pick the tool from the list, or ask the AI teammate to connect it.
Place it
With the whole firm, with one AI teammate, or with one client. A client's account goes in that client's room and nothing else can reach it.
Done
The AI teammate gets to work and reports back. Change or remove the connection any time.
Questions people ask.
Does it change records by itself?
Only the fixes you have approved by rule. Everything else is flagged for a person.
Can a client's HubSpot stay separate from ours?
Yes. A client's CRM is connected to that client's room and visible only there.
Related tools, and how a connection stays in its room.
Get started
Hire your first AI teammate.
We take on a few firms at a time and set each AI teammate up with the firm that owns it.
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