Productized Service
AI Agent Inside Your CRM
An assistant that works in the CRM your team already uses
An AI assistant that lives inside your CRM instead of in a separate chat window. It reads the full contact history, searches your records, updates fields, writes notes, creates tasks, looks up property data, and searches the web. Every action it takes is written to an audit log you can read.
$7,500 - $25,000
What We Deliver
- Agent embedded in your CRM as a widget, not a separate app to log into
- Read access across the full contact record, including the whole activity history
- Write tools scoped to what you approve: field updates, notes, tasks, tags
- Record search across your database in plain language
- Outside-data tools where your work needs them, including property lookup
- Server-side web search so answers come from live sources, not model memory
- An audit log of every tool call the agent makes, with the arguments it used
- Tool-by-tool permissions so you decide what it can change and what it can only read
Typical Results
Built and running inside Follow Up Boss: 8 CRM tools plus property lookup plus server-side web search, shipped as a widget inside the CRM itself, with every action written to an audit log. That system is the reference build for this engagement.
Frequently Asked Questions
No, and that is the design constraint the whole build works around. The agent ships as a widget inside the CRM, on the record your agent is already looking at. It reads that contact and its full activity history without anyone pasting anything into a separate chat window. The reference build runs this way inside Follow Up Boss.
Investment
$7,500 - $25,000
Book a 30-minute discovery call. We scope your project and confirm fit before any commitment.
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