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Sales & CRM

An AI sales agent that runs your pipeline admin

Fleece AI runs an autonomous agent across your CRM and inbox to log activity, send timely follow-ups, update deal stages, and enrich records — so your reps spend their hours selling, not typing.

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In short

An AI sales agent is an autonomous agent that keeps your CRM clean, drafts and sends follow-ups, updates deal stages, and handles pipeline admin without a rep doing data entry. Fleece AI runs one across HubSpot, Salesforce, Pipedrive, Apollo, Close, Gmail, and Slack, working on a schedule and asking for sign-off before sensitive actions.

At a glance

Best forB2B sales teams & revenue leaders
Key integrationsHubSpot, Salesforce, Pipedrive, Apollo
Connects to2,500+ apps via managed OAuth
SetupConnect your tools — no code required
AutonomySuggest-only to fully autonomous, with approval gates
Pricing7-day free trial, then paid plans

By Loïc Jané · Updated June 8, 2026

How the agent works

From trigger to action — Fleece AI does the work in between.

Triggers
Gmail

Gmail

Emails & calls

Pipedrive

Pipedrive

Deal activity

Fleece AI

Fleece AI

Fleece AI at work

1Log activity from email & calls
2Update deals & enrich contacts
3Draft & send follow-ups
Agent teamApproval gatesRuns on schedule
Actions
HubSpot

HubSpot

CRM updated

Salesforce

Salesforce

Stage advanced

Slack

Slack

Daily digest

TriggersFleece AI at workActions

Reps sell less when the CRM eats their day

Pipeline only reflects reality if someone updates it — and that someone is usually your most expensive talent doing the least valuable work.

Deals sit in the wrong stage because no one logged the last call or email.
Warm leads go cold while follow-ups wait in a rep's mental to-do list.
Forecasts are guesswork when half the activity never makes it into the CRM.
Reps spend more time on data entry and admin than in front of buyers.

How your AI sales agent works

1

Connect your stack

Link HubSpot, Salesforce, Pipedrive, Apollo, Close, Gmail, and Slack through managed OAuth. For tools without an API, the agent can drive a real browser.

2

Set the goal

Tell the agent what good looks like: keep records current, follow up within a day, advance stuck deals. Define how much autonomy it gets.

3

It works autonomously

The agent reads emails and calls, logs activity, drafts follow-ups, updates deals, and enriches contacts — delegating to specialized child agents when a task spans teams.

4

Run it on a schedule

Turn the workflow into a recurring flow that runs every morning or on triggers, with approval gates on anything sensitive before it ships.

What the agent handles for you

CRM hygiene on autopilot

The agent logs activity, dedupes contacts, fills missing fields, and keeps every deal record current without a rep touching it.

Follow-ups that go out

It drafts context-aware follow-ups from email and call history and sends them on time, so warm leads never go quiet.

Deal stages stay accurate

As conversations progress, the agent advances or flags deals so your pipeline reflects what's actually happening.

Agent teams for scale

A lead agent delegates to specialized child agents — enrichment, follow-ups, reporting — that work independently like a real sales ops org.

You stay in control

Approval gates pause the agent before sending key emails or changing forecast-critical fields, so nothing risky ships unreviewed.

Connects to your whole stack

Beyond your CRM, the agent reaches 2,500+ apps via managed integrations and a real browser for tools without an API.

Connects to the tools your team already uses

Plug your AI sales agent into HubSpot, Salesforce, Pipedrive, Apollo, Close, Gmail, and Slack — plus 2,500+ other apps through managed integrations, with browser automation for anything without an API.

HubSpotSalesforcePipedriveApolloCloseGmailSlack
Explore all 2,500+ integrations

What you can put on autopilot

Keep CRM records current across HubSpot, Salesforce, and Pipedrive without manual logging.
Send follow-ups on time so warm leads don't slip while reps are busy.
Advance and flag deals so your pipeline mirrors what's really happening.
Free up selling hours by handing repetitive admin to an autonomous agent.

Frequently asked questions

Give your reps their selling hours back

Build an AI sales agent that keeps your CRM clean and your follow-ups moving — free to start, no credit card required.

Powered by Fleece AI · autonomous agents for 2,500+ apps

AI Sales Agent for CRM & Pipeline Admin | Fleece AI