T
Traject-AI
Agent Store/CRM Agent
Coming Soon

CRM Agent

AI-powered CRM automation across Zoho, HubSpot, and more

Automates your entire CRM workflow. Syncs customer conversations to Zoho CRM or HubSpot, creates deals, updates contact records, sends invoices, and manages your sales pipeline — all powered by AI with zero manual data entry.

Tenant-isolated
Live in minutes
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Live demo coming soon.
Subscribe to get early access.

What this agent does

Every capability is sandboxed under our Supervisor-Worker architecture — no hallucinations, no rogue actions.

Zoho CRM and HubSpot integration (Salesforce coming soon)

Auto-syncs customer conversations to CRM records

Creates deals, contacts, and tasks automatically

Invoice generation and payment tracking

Pipeline dashboard with conversion metrics

AI-powered follow-up recommendations

How to get started

1

Subscribe

Click "Subscribe to CRM Agent" above and sign in with Google. Complete payment via Razorpay - takes about 30 seconds.

2

Onboard your business

Upload your business documents (PDFs, CSVs, brochures) or talk to our AI onboarding assistant. Your agent learns your business in minutes.

3

Go live

Deploy on WhatsApp via Meta Embedded Signup, embed a chat widget on your website, or share your public page link. Your agent starts working immediately.

Ready to put CRM Agent to work?

$39/month. No setup fees. Cancel anytime.