SOL/02.CAI Automation · CRM

A CRM that cleans itself.

Pipeline hygiene, enrichment, scoring, renewal motion — orchestrated by AI agents that live inside your CRM and write back with full audit trails.

Engagement signals
Live
−81%
Manual data entry hours
+34%
SQL conversion lift
$3.2M
Avg. recovered ARR / yr
Overview

Where revenue leaks fixed.

Most CRM problems aren't software problems — they're throughput problems. We automate the work humans don't want to do, so reps focus on selling and ops focuses on strategy.

Capabilities

Six capabilities. One operating system.

HYG

Pipeline Hygiene

Auto-update stages, close dates, next steps — based on activity, email signal and meeting outcomes.

ENR

Enrichment

Real-time firmographic, technographic and intent enrichment from 30+ sources.

SCR

AI Scoring

Account, lead and opportunity scoring grounded in your own closed-won patterns.

REN

Renewal Motion

Risk detection, expansion identification, autonomous renewal drafting.

OUT

Outbound

Persona research, sequence drafting, follow-up automation — with rep approval.

RPT

Forecasting

AI forecast roll-ups grounded in pipeline reality, not gut calls.

Implementation

From kickoff to compounding outcomes.

01

Audit

CRM hygiene baseline, data debt inventory, process map.

02

Design

Agent roles, write-back boundaries, approval flows.

03

Build

Salesforce / HubSpot integration, enrichment pipelines, scoring models.

04

Pilot

One team, shadow mode, then partial production.

05

Scale

Org-wide rollout, expansion into marketing and CS.

Use cases

Where this earns its keep.

01

Revenue operations

Replace 80% of manual CRM admin with AI agents that respect your data model and approval rules.

02

SDR/BDR enablement

Auto-research, draft and personalize outbound at rep-quality, at 10x throughput.

03

Customer success

Health scoring, renewal risk, expansion plays — surfaced before QBR, not after.

04

Sales leadership

Pipeline you can trust, forecasts that hold, deal coaching grounded in actual call data.

FAQ

Frequently asked

Engagement

Audit your CRM debt.

A 30-minute walk-through of your CRM with leakage points, automation opportunities and projected ROI.