AI CRM That Automates Follow-Up and Enrichment 24/7
Most B2B pipelines leak because reps do not follow up fast enough, do not follow up enough times, and do not know who the buyer actually is. Our AI CRM watches every inbound signal, enriches every contact with firmographic and behavioral data, and runs a personalized follow-up cadence for you, hands free, day and night.
See a sample workflow →An AI CRM is a customer relationship management system where inbound response, contact enrichment, lead scoring, and follow-up sequencing run automatically through AI agents rather than manual rep work. Every new lead is enriched with firmographic and intent data in under 60 seconds, scored against your ICP, routed to the right owner, and hit with a personalized 7 to 12 touch follow-up sequence, day and night, until they convert or unsubscribe. Sits on top of HubSpot, Salesforce, Pipedrive, Attio, or a custom stack.
Numbers from live AI CRM deployments.
Aggregate metrics across recent AI CRM engagements in B2B SaaS, professional services, and PLG DevTools. Trailing 6 months.
Faster inbound response, median
More qualified meetings booked
Reduction in sales-ops headcount cost
Coverage across weekends, holidays, and off hours
We had 400 leads a month sitting in HubSpot with a first-touch time of 4 hours. Ninety days after MV3’s AI CRM went live, first-touch is under 45 seconds, and we book 3x the qualified demos. Our SDR seat spend dropped by two.
An operating layer on top of your CRM. Not another app.
Our team builds a set of AI agents that live inside your existing HubSpot, Salesforce, Pipedrive, or Attio, and take over the sales-ops work your reps hate doing. Six systems ship with every AI CRM deployment.
Every form submission, book-a-demo click, or reply-to-email fires an AI agent that reviews the lead, enriches the record, and either books a meeting or sends a personalized first-touch inside 60 seconds. Runs day and night.
Apollo, Clay, and proprietary sources merge into a single enrichment pipeline: title, seniority, team size, tech stack, funding, and behavioral signals. Every lead lands in your CRM already qualified.
A custom scoring model built on your closed-won data. Every inbound and outbound contact scored 0 to 100 against your ideal customer profile. Cold routed to nurture. Hot routed to a human rep in real time.
Multi-channel sequences (email, LinkedIn, SMS where opted in) with AI-personalized messaging by role, industry, and behavior. Auto-pause on reply, meeting booked, or unsubscribe.
Deals rot when reps forget to update stage or log a call. Our hygiene agents watch every deal, flag stalls, prompt owners for updates, and auto-close ghosts. Your forecast finally reflects reality.
A live dashboard your CRO opens Monday morning: touches, replies, meetings, pipeline created, and stall-outs by owner. Findings triangulated with your CRM and calendar data. No manual spreadsheet work.
We design the CRM ops. Then we build it and run it.
Consulting-only shops hand you a Notion doc and disappear. App-only vendors sell you software and no ops team. Our team designs the pipeline architecture, then builds the AI agents that actually run it inside your stack, and stays on to operate them.
Where your pipeline leaks, and which agent plugs it.
Week 1 is diagnostic. Our team maps your current lead flow end-to-end, measures leak rates at each stage, and produces the agent architecture that closes the biggest gaps first.
- 1Lead-flow audit: source to close, stage-by-stage leak measurement.
- 2ICP + scoring model built from your closed-won cohort.
- 3Agent inventory: which follow-up, enrichment, and hygiene agents ship on day one.
- 490-day roadmap: build order sequenced by revenue impact.
- 5Delivered as read-only Notion doc plus 45-min RevOps-led review call.
Our engineers build the agents inside your CRM.
Weeks 2 through 12, our team ships one agent at a time inside your live stack. Every agent is version-controlled, monitored, and handed off with a runbook your ops lead can operate without us.
- 1Inbound response + enrichment agents live in Week 3.
- 2Lead scoring + routing agents live in Week 5.
- 3Multi-channel follow-up cadences live by Week 8.
- 4Pipeline hygiene + weekly RevOps dashboard live by Week 10.
- 5Ongoing monitoring, tuning, and Slack channel access included on Growth and Scale.
Bundling multiple services? Request a custom proposal →
Three written promises on every AI CRM engagement.
If our team misses on any of these, you pay nothing that month.
Every inbound qualified lead gets a personalized first touch inside 60 seconds of submission, 24/7. Miss the SLA on more than 5% of leads in a month and that month is credited in full.
All six agents live inside your CRM within 90 days of kickoff. If any core agent (response, enrichment, scoring, cadence, hygiene, dashboard) is not live by Day 90, we work free until it ships.
On Growth and Scale, we guarantee 2x qualified meetings booked from your inbound lead pool by Day 120 versus your trailing 90-day baseline. Miss it and we run the following month at no charge.
Real agents. Real dashboards. Real pipeline.
Not a generic template. Three of the six agents that ship with every AI CRM deployment, drawn from a live client build (identifiers redacted).
Sub-minute inbound response
Every inbound form, chat, or reply fires an AI agent that reviews the lead, enriches the record with Apollo + Clay data, matches it against your ICP score, and either books a meeting on the rep’s calendar or sends a personalized first-touch inside 60 seconds. Runs 24/7 with no rep on call.
- Median first-touch time under 45 seconds, weekends included
- Personalization pulled from title, company, funding stage, and page path
- Direct-book calendar links generated for qualified leads (ICP score 70+)
- Full audit trail written back to your CRM contact record
- Slack + email alerts to rep owner when high-value lead comes in
ICP score distribution
Every inbound and outbound contact scored against your closed-won pattern. Cold leads to nurture, hot leads to a human, medium to a longer cadence.
Pipeline hygiene sweep
The agent that scans every open deal, flags stalls, prompts owners for updates, and auto-closes ghosts. Your forecast reflects reality every Monday.
Weekly RevOps dashboard
Your CRO opens this Monday morning. Every metric that matters, pulled live from your CRM, calendar, and inbox. No spreadsheet copy-paste, no weekly ops meeting to reconcile numbers.
Most B2B teams cannot answer “how much pipeline did we create last week?” without a manual pull. The dashboard means your ops lead spends time acting on data, not producing it.
Six agents, 90 days, one flat monthly.
Every agent ships version-controlled and monitored. Every ops metric ships live in your dashboard. Every follow-up sequence tuned monthly against your reply and meeting-book data.
Book my CRM strategy call →How our team deploys AI CRM, every time.
Five stages. Same protocol every engagement. Reproducible, monitored, and handed off with runbooks your team can operate.
Lead-flow map from source to close. Leak rate measured at every stage against your last 90 days of CRM data.
Six-agent architecture written to your specific stack. ICP score model built from your closed-won cohort.
Agents shipped one at a time inside your CRM. Every deploy monitored, version-controlled, and rollback-able.
Follow-up cadences tuned monthly against reply and meeting-book data. Slack channel open to your RevOps lead.
Weekly RevOps dashboard live in your CRM. Monthly executive review call with your CRO or founder.
What operators say 90 days after go-live.
Outcomes reported by AI CRM clients after the six agents ship. Company identities are protected under NDA. Personas are composite illustrations of role, stage, and category.
We had two SDRs chasing follow-ups all day. The AI CRM took over inbound, and we reallocated them to outbound named accounts. Booked meetings up 3.4x in a quarter, same headcount cost.
First-touch was 4 hours. Now it is under 45 seconds at 3 in the morning. Meeting show rate jumped from 42% to 68% because leads are hit while intent is still hot.
The pipeline hygiene agent alone paid for the engagement. We had $1.2M of ghost pipeline disappear from the forecast in Week 2. My CFO stopped hating my Mondays.
Company names withheld under NDA. Metrics verified against client-supplied CRM + calendar exports. Avatars are initials placeholders, not client likenesses.
Your pipeline leaks in the same three places.
Findings pulled from our aggregate AI CRM audit data across B2B SaaS accounts, trailing 6 months.
Median first-touch time on inbound leads at audit start
of B2B teams stop follow-up after 3 or fewer touches per lead
of open deals show a stage / probability mismatch pre-hygiene
Response speedup post-deployment (median across cohort)
Individual results vary by lead volume, ICP maturity, and existing CRM data quality.
Starter $2,997/mo · Growth $5,997/mo · Scale $9,997/mo · Enterprise custom
- All six agents live in your CRM within 90 days
- Sub-60-second inbound response, 24/7
- Apollo + Clay enrichment on every contact
- ICP scoring model trained on your closed-won
- 7 to 12 touch multi-channel follow-up cadences
- Pipeline hygiene + weekly RevOps dashboard
- Dedicated Slack channel + monthly tuning cycle
3-month minimum, month-to-month after. 90-day live-deployment guarantee.
This is not for you if…
Our team holds a hard fit bar on AI CRM engagements. If any of the below is true, we are not the right vendor and we will say so on the intro call.
- You want the cheapest option. AI CRM is a senior-engineered ops layer, not a $99 automation template. Cheaper Zapier setups exist and will not survive your Q4 lead volume.
- You get fewer than 20 inbound leads per month. Sub-60-second response and multi-touch cadences pay back on volume. If you are pre-product-market fit, hire a human SDR first, then automate.
- You have no closed-won data yet. The scoring model is trained on your existing customer pattern. If you have never closed a deal, we cannot build an ICP model that predicts anything real.
- You want a bolt-on chatbot. This is an operating layer that touches every lead in your CRM, not a widget on your homepage. If chat-only is your need, use Drift or Intercom.
- You are not willing to give your team CRM admin access. Our team builds and monitors agents inside your live stack. If your legal or security posture blocks that, we cannot deploy.
If you are a fit, keep scrolling. Or book the call now →
Questions buyers ask our team.
Our team oversees every engagement Our team designs the pipeline architecture, builds the agents inside your stack, and stays on to operate them. Every engagement is delivered by our team The team signs off on every deliverable.
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