Agents by department
A CRM that is always up to date, without anyone typing into it.
Every call, email and meeting logged, enriched and actioned by agents.
- 100% activity logged
- 5h saved per rep, weekly
- 90 d earlier churn signal
In short
What do Velum CRM agents do?
Velum CRM agents keep the CRM accurate and useful automatically: logging activity from email, calendar and calls, enriching contacts and companies, updating deal stages from real signals, deduplicating records, and producing weekly account and pipeline reviews. They work with HubSpot, Salesforce and other API-enabled CRMs.
The CRM is only as good as what gets entered, and nobody wants to enter it. CRM agents capture activity from email, calendar and calls, enrich contacts and accounts, keep stages honest, and surface the deals and customers that need attention this week.
What we can implement
The agents in this line.
- 100% activity captured
Activity agent
Emails, meetings and calls logged against the right contact and deal.
- Clean records
Enrichment agent
Contacts and accounts completed from public and internal sources.
- Pipeline you can trust
Hygiene agent
Duplicates merged, stale deals flagged, stages corrected from signals.
- Churn seen early
Account review agent
Weekly health and renewal risk for every account, with recommended actions.
- No context lost
Handoff agent
Sales-to-delivery and support handoffs assembled with full context.
What changes
Before and after.
Typical ranges from comparable deployments. Your baseline is measured in the audit.
Time on CRM admin per rep
Before5 hours a week
After0 hours
−100%
Records with missing fields
Before40%
After< 5%
−88%
Renewal risk spotted
BeforeAt renewal
After90 days early
Quarter earlier
Ranges observed across comparable deployments. Your Assess produces the real baseline.
Your numbers
What is this work costing you today?
Move the sliders. The maths is simple and shown.
Your numbers
An assumption to explore, not a promised result.
What that is worth
58 h
reclaimed every week
$134,784
value per year
249 h
every month
1.4 FTE
of capacity returned
Hours on repetitive work, per week
Gross capacity estimate, not cash savings. Excludes implementation, software, and supervision costs. We validate assumptions in the audit.
CRM agents: good questions
01Can agents change CRM data on their own?
Logging and enrichment run autonomously and are sampled for review. Stage changes and deletions can be set to require approval.
02How do we start?
With an AI opportunity audit: we map the workflow, report the opportunities, and agree scope and success criteria before building.
03What happens after launch?
We hand over documentation and train the owner. Managed AI operations can run and improve the agents for you.
How we deliver it
Services behind every agent.
AI opportunity audit
Know exactly what to automate, and what it is worth.
We map how work actually moves through your teams and tools, score every candidate workflow on value, feasibility and risk, and hand you a costed roadmap. You decide what to build with real numbers in front of you.
2 to 3 weeksCustom AI agent development
Agents built around how your team already works.
We design, build and ship AI agents that do real work inside your tools: reading documents, updating systems, drafting replies and making routine decisions, with a person approving anything that matters. Tested on your real cases before launch.
4 to 8 weeks per agentManaged AI operations
Agents that keep getting better after launch.
Once agents are live we run them: monitoring quality and cost, re-running evaluations on every change, upgrading models, fixing integrations when vendors change their APIs, and shipping new improvements every month.
Monthly, cancel any time
A CRM that is always up to date, without anyone typing into it.
Clear scope. Tested workflows. A supported launch. Thirty minutes to find out if your function qualifies.