Manage the CRM without logging into the CRM.
Send a WhatsApp message: "What are today's new leads?" - get an answer. "Move Moshe to the next pipeline stage" - done. "What are my meetings tomorrow?" - sorted. A CEO agent that runs the whole system in natural language.
Book a discovery callHow it works
01
Connect to CRM
We connect the agent to your existing CRM.
02
Set permissions
Define what the agent can see and update.
03
Work in WhatsApp
Send instructions in natural language and get results.
04
Logs and accountability
Every action is logged and reported to management.
What the agent can do
- Queries on leads, meetings, and deals
- Status and pipeline updates in natural language
- Meeting scheduling and editing
- Reports and data on demand
- Task and reminder creation
- Lead transfers between team members
Business owners using the office manager agent run their business from anywhere, without a computer screen.