Stop Logging Calls and Updating Deals — Let an Agent Do It For You
AI agents that capture every activity, move deals through your pipeline, and enrich contacts — so reps sell instead of typing.
Works with your stack
See it in action
Your crm agent agent, working for you
Show me pipeline health for this quarter
Pipeline is healthy overall, but the Negotiation stage has a bottleneck.
🔴Negotiation → Closed Won is converting at only 28% — down from 41% last quarter.
🟢Qualified pipeline is $2.1M — 15% above target with 6 weeks remaining.
Pipeline Value
$2.1M
Qualified Deals
31
Avg Deal Size
$68K
Negotiation Conv
28%
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End CRM Data Entry Forever
With DeskFerryYour CRM, Always Current
Every update handled — reps just sell.
Auto Activity Logging
Every email, call, and meeting is logged to the right contact and deal — no manual entry.
Deal Stage Updates
Agents analyze conversation signals to move deals through your pipeline automatically.
Contact Enrichment
Automatically fill in missing fields — job titles, company size, LinkedIn profiles, and more.
Duplicate Detection
Find and merge duplicate contacts and companies to keep your database clean.
Pipeline Alerts
Get notified about stale deals, missing next steps, and pipeline risks before they become problems.
Custom Field Mapping
Map data from emails, forms, and calls to custom CRM fields — no developer needed.
Plug into your CRM, define the rules, and watch your data stay clean on its own
Connect Your CRM
Link Salesforce, HubSpot, or Pipedrive. The agent maps your fields and pipeline stages.
Agent Syncs Activity
Emails, calls, and meetings are captured and matched to the right records automatically.
Pipeline Stays Current
Deal stages, contact data, and activity logs are always up to date — no rep input needed.
342
Contacts Updated
28
Deals Moved
97%
Data Accuracy
5.2/rep
Hours Saved
Slack#sales-ops
@CRMBot Show me all deals stuck in Negotiation for over 2 weeks. Who owns them?
@CRMBot Enrich all contacts from yesterday's webinar. Add company size and LinkedIn.
@CRMBot Find and merge duplicate contacts for Acme Corp. Show me what you'll combine before merging.
Talk to your agents right where you work
Tag agents in Slack and pipeline updates, deal alerts, and enrichment reports come back like a teammate kept your CRM spotless.
Always on
Automated pipeline hygiene, on a schedule
Hygiene runs on its own — in real time or on a set cadence — so activity is captured, stages stay current, and stale deals get flagged without a rep lifting a finger.
Activity capture
Logs every email, call, and meeting the moment it happens.
Pipeline hygiene sweep
Cleans stale fields, updates stages, and fills the gaps.
Stuck-deal alert
Flags deals with no next step or activity for too long.
Weekly pipeline review
Summarizes stage movement and at-risk deals for the team.
Multi-agent
Chain agents into an end-to-end CRM workflow
One agent hands off to the next — from raw activity to a clean, enriched, up-to-date record — with no manual data entry in between.
Capture Agent
Pulls activity from email, calendar, and calls.
Enrichment Agent
Fills in missing contact and company data.
Hygiene Agent
Dedupes records and updates deal stages.
Alert Agent
Notifies reps about stale deals and missing steps.
Memory
Your agent remembers your context and improves with every task
Correct it once and it remembers. DeskFerry agents build up your field mapping, stage criteria, and approval rules over time.
How agent memory worksField mapping
Knows where each piece of data belongs in your CRM.
Stage criteria
Learns what moves a deal from one stage to the next.
Duplicate patterns
Recognizes how duplicates tend to show up in your data.
Approval rules
Auto-updates routine fields and flags the big changes.
With enterprise-grade infrastructure and security
Role-based access control
Manage reusable roles, shared credentials, and secrets with scoped access controls.
Custom AI APIs
Bring your own API key.
Human-in-the-loop
Define approval gates for sensitive actions. Agents pause and escalate when they need a human call.
Usage monitoring
Track organization-wide model usage in real-time with granular dashboards.
Audit logging
Generate detailed audit trails for actions, deployments, and data access.
Data encryption
All data encrypted at rest and in transit.
Learn more about this use case
Guides, tutorials, and insights to help you get started.
Frequently Asked Questions
Yes. The agent maps to any custom field in your CRM. You can also create rules for how data from emails and calls maps to specific fields.
Yes. Configure separate rules for different pipelines — sales, renewals, partnerships, or custom workflows.
The agent uses email addresses, domain matching, and conversation context to associate activity with the right contact and deal.
Yes. Set approval workflows for critical updates like deal stage changes or large deal amounts. Routine updates can be automated fully.
Clean Up Your CRM in Minutes
Connect your CRM and let the agent start logging, enriching, and updating.