Keeps the CRM clean, the pipeline accurate, and the forecast reliable. Flags stale deals, updates stages, and delivers reports, without anyone asking.
Capabilities
Cleans CRM data daily, duplicates, missing fields, stale contacts
Enriches company and contact records with fresh data
Updates deal stages based on latest activity and signals
Generates weekly pipeline and forecast reports
Alerts on deals stuck too long or missing next steps
Tracks forecast accuracy and pipeline velocity trends
Goal example
"CRM data completeness above 95%. No deal stuck longer than 14 days without a flag. Weekly forecast accuracy within 10%."
That's the entire setup. No prompts. No workflows.
Differentiators
Your AI sales ops worker ensures every deal stage reflects reality, not what reps remembered to log last week. Weighted pipeline forecasts based on actual activity, not optimistic estimates.
Deals that stop moving don't wait for pipeline review. Your AI ops worker flags them the moment they stall and recommends specific next actions.
Every Monday, your team gets a clean pipeline snapshot, changes from last week, deals at risk, forecast updates. No prep needed.
Reps don't update the CRM, the AI does. It reads email activity, calendar events, and call logs to update stages automatically. Reps sell. The AI does admin.
FAQ
Your AI Sales Ops worker handles the operational backbone of your sales team, cleaning CRM data, tracking deal stages, generating forecasts, and alerting on pipeline issues. It keeps everything accurate so your team can focus on selling.
It monitors email activity, calendar events, call logs, and CRM updates to determine where each deal actually is. When activity suggests a stage change, it updates the record, no rep action required.
CRM Ops focuses on data hygiene and enrichment. Sales Operations focuses on pipeline accuracy, deal tracking, and forecasting. Together, they give you a CRM that's both clean and actionable.
Other workers
Cleans your data. Enriches contacts. Fixes pipeline hygiene. Keeps your CRM honest so your forecasts aren't fiction.
Finds the right people to talk to and writes the first message. Builds prospect lists, tracks buying signals, and drafts outreach sequences, ready for your approval.
Drafts commercial proposals from templates using deal data. Tracks opens, sends reminders, and reports on win rates, so reps spend time selling, not formatting.
Your first Shadow Worker is ready in 30 seconds. No contracts, no workflows to build, no AI to babysit.