CRM Agentic Automation · Draft Mode

AI agents that turn
CRM data into action

CoAgency connects your deal pipeline to AI agents that draft follow-ups, coach your reps, and flag context gaps — all inside your CRM workflow.

See the demo →How it works

The problem

CRMs collect data.
CoAgency makes it act.

📋

Reps don't fill in the CRM

Missing context means your AI can't help. CoAgency's Context Coach asks the right questions to fill the gaps — without nagging.

⏱️

Follow-ups fall through the cracks

Deals go cold because reps are juggling too many accounts. Our Follow-up Agent flags overdue deals and drafts the outreach for you.

🔍

No visibility into why deals stall

Managers can't coach what they can't see. CoAgency gives you a deal health score and AI-driven risk rationale for every open deal.

How it works

CRM data → AI reasoning → action

Every AI draft is transparent: you see exactly what context it used.

1
CRM data logged
Reps log calls, emails, and meetings. Context fields like pain point, competitor, and budget get filled in.
2
AI reads the context
Agents pick up industry, seniority, sentiment, and recent activity. Every suggestion shows a “Based on” snapshot so reps know why.
3
Draft surfaced for review
Follow-up message, deal coaching, or email draft appears in the dashboard. Reps can edit before confirming.
4
Human confirms or dismisses
Nothing fires without a human decision. Draft mode keeps you in control — Autopilot is opt-in, coming later.

The agents

Five agents, one pipeline

Record Agent

Log activities with AI summaries

Summarises calls and meetings into structured CRM records. Reps edit before confirming — no more blank notes.

Follow-up Agent

Never let a deal go cold

Detects overdue follow-ups and drafts the outreach message. Calibrated by industry and contact seniority.

Deal Coach

BANT + MEDDIC scoring on every deal

Scores deal health, surfaces risk rationale, and recommends the next concrete action — vertical-specific for manufacturing, SaaS, healthcare, and more.

Message Agent

Draft emails from CRM context

Turns a follow-up or coaching note into a polished ready-to-send email. Subject and body are editable before you approve.

Context Coach

Fill the data gaps that blind your AI

Spots missing fields and asks deal-specific questions to get them filled. Higher context = better AI, better coaching.

Based onIndustry: manufacturing·Seniority: director·Competitor: SAP Ariba·Sentiment: neutral

AI you can audit

Every AI suggestion shows exactly what CRM data it used. Reps understand why the recommendation was made. Managers can review the reasoning, not just the output. No black-box AI.

Ready to see it in action?

Log in with the demo account and explore a live pipeline with real AI agents running.

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