Revenue operations
Inbox-to-CRM agent
Inbound email gets read, the sender enriched, the CRM updated, and a reply drafted for a human to approve or rewrite.
What was broken
Every enquiry arrived in a shared inbox and sat there. Nothing reached the CRM unless someone remembered, and follow-ups depended on who was at their desk.
What the agent does
An agent watches the inbox, classifies the message, looks up the contact, enriches the company, then writes the record and drafts a reply. Anything above a value threshold waits for approval in Slack rather than sending.
What changed
The inbox went from a queue people avoided to a review screen. Records land in the CRM the same day and nothing sends without a person pressing the button.