ProcessForge
Marketplace listing

CRM Agent

Keeps CRM data clean, maps lifecycle changes, flags stale opportunities, and summarizes pipeline movement for managers.

From $490/mo

pricing

4.9/5

rating

68

reviews

4

integrations

Features

Data hygiene

Marketplace packages include configuration guidance, test data, permissions, and rollout metrics for this capability.

Deal risk scoring

Marketplace packages include configuration guidance, test data, permissions, and rollout metrics for this capability.

Lifecycle automation

Marketplace packages include configuration guidance, test data, permissions, and rollout metrics for this capability.

Pipeline summaries

Marketplace packages include configuration guidance, test data, permissions, and rollout metrics for this capability.

Screenshots

Run overview

Approval queue

Analytics

Reviews

4.9 average

Teams most often mention faster rollout, clearer approval gates, and better alignment between operations and engineering.

Launch demo

Integrations

01

Salesforce

02

HubSpot

03

Pipedrive

04

Notion

Install the CRM Agent workflow.

Map a process, pick an agent, run a pilot, and turn the result into a reusable operating system.

Request pilot