AI for Agile CRM that knows the rest of your business
Agile CRM holds your pipeline and your customers. Liaison connects to it with access you grant and reads every deal, contact and activity, keeps one record per customer across the CRM, the books and the inbox, and works the follow-ups your team does not get to.
Because it reads Agile CRM together with your inbox, your books and your outreach, an answer about your pipeline and your customers comes with the rest of the picture. You keep Agile CRM; nothing is replaced or re-entered.
What Liaison does with Agile CRM
- Answers new inquiries from your account in your voice and books the call.
- Drafts the follow-up for every stalled deal and logs it back to the record.
- Keeps the CRM honest: closes the gaps between what is in the CRM and what is in the books.
- Wins back customers who quietly stopped buying, with a short sequence in your voice.
Questions it answers across Agile CRM and your other tools
- “Which deals went quiet for two weeks, and what did we promise them last?”
- “Who are our best customers by what they actually paid, not by deal size?”
- “Which new inquiries this week have not had a reply yet?”
- “What is in the pipeline for this quarter, and how much of it has a next step?”
What it can do in Agile CRM
13 actions Liaison can take in Agile CRM. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Add Score to ContactUsed to change the score of a contact
- Add Tags to ContactAdds a tag or tags to an existing contact
- Create CompanyCreate a new company in Agile CRM
- Create ContactCreate a new contact in Agile CRM
- Create Contact NoteAdds a note to a contact
- Create DealCreate a new deal in Agile CRM
- Create Deal NoteAdds a note to a deal
- Create TaskCreate a new task in Agile CRM
- Create TicketCreate a new ticket in Agile CRM
- Update CompanyUpdates an existing company in Agile CRM
- Update ContactUpdate an existing contact in Agile CRM
- Update DealUpdates an existing deal in Agile CRM
- Update Deal NoteUpdate a note attached to a deal
Works alongside Agile CRM
The tools Liaison most often reads together with Agile CRM.
Liaison in Agile CRM, set up with you, for $629 a month.
- Connects to Agile CRM with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Agile CRM with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Agile CRM?
No. You keep Agile CRM exactly as it is. Liaison connects to it, reads it together with your inbox, your books and your outreach, and does the work in it the way a person on your team would.
How does Liaison connect to Agile CRM?
With access you grant from your own Agile CRM account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Agile CRM without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.