Agentic automation
CRM agents
Every call, email and meeting logged, enriched and actioned by agents.
- Audit
- Report
- Implement
- Ship
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
Built around your workflow.
- 01
Activity agent
Emails, meetings and calls logged against the right contact and deal.
- 02
Enrichment agent
Contacts and accounts completed from public and internal sources.
- 03
Hygiene agent
Duplicates merged, stale deals flagged, stages corrected from signals.
- 04
Account review agent
Weekly health and renewal risk for every account, with recommended actions.
- 05
Handoff agent
Sales-to-delivery and support handoffs assembled with full context.
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.
Before we build
01How do we start?
We audit the workflow and report the opportunities, scope, and success criteria before implementation.
02How long will it take?
The report sets milestones based on your integrations, data readiness, and agreed scope.
03What happens after launch?
We hand over documentation and train the workflow owner. Ongoing support can be scoped separately.
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.