Identity & pipeline freshness AI agents for revenue teams
Pre built self-learning agents that automate duplicates and account matching, plus stale-opportunity enforcement and close-date drift - across your existing CRM, GTM stack, comms, and data warehouses.
Revenue agents that work on your existing stack and data
Agents pull signals from your existing systems and take traceable actions across the entire stack.
How it works
Prevent duplicates at creation
Agents catch duplicate leads/contacts/accounts at the moment they are created. Block, merge, or route to review so duplicates don’t break routing, attribution, and reporting.
Account matching that sticks
Agents attach inbound people and activity to the correct account - handling aliases, subsidiaries, and domain edge cases. Keep account hierarchies and rollups consistent.
Explainable merges
Every suggested merge comes with “why” evidence. Auto-merge only high-confidence cases and send the rest for approval - with an auditable trail.
Real-time pipeline inspection
Agents monitor and detect stale opps, missing next steps, close-date drift, and stage criteria gaps. No dashboards to babysit - the agent generates the cleanup queue automatically.
Nudges and escalations
Agents will create tasks and send Slack nudges to reps when deals go stale. Escalate to managers when it’s still not fixed, and log reason codes back into the CRM.
Forecast-ready by default
Keep every deal “forecast-ready” with consistent fields and change history. Forecast calls become decisions, not arguments about what’s real.
Secured in our cloud or your own
Built-in enterprise-grade security
What sets us apart
Connect, set your standards, and go live
Pick your standards, approve a few examples, and the agents take it from there - with a review queue and full traceability.
Value in weeks - fewer duplicates, fresher pipeline
Launch with your existing data and process, then agents learn over time from feedback. Most teams see duplicate reduction and pipeline cleanliness improvements within the first few weeks.
Explainable changes, always
Every merge, field update, and task is traceable - what changed, why, and who approved it. You get a weekly scoreboard for duplicates, match rates, stale opps, and close-date drift.
Clean data. Fresh pipeline. On autopilot.
Set up self-learning agents for your revenue team today.