Most AI tools
Summarize calls or suggest CRM updates, and leave the changes for reps to make.
AI CRM Automation Agent
Your reps sell. Your CRM keeps up.
Every call and email changes the deal. Inventive AI captures what changed and updates your CRM stages, next steps, contacts, and more. Automatically, or with your approval.
Show updates in
- HubSpot and Salesforce
- Approval controls built in
- A record of every change
- Calls, email and calendar
- 50%
- Higher win rates
- 90%
- Faster RFP completion time
- 2.5x
- More submissionsIn just 3 months.
Trusted by revenue teams at
Everything that changes in a deal. Captured.
Create opportunities automatically
Identify new deals from conversations and create records for review.
NWNorthwind · PilotFound in: intro call with Sam Ortiz, Oct 27
- Stage
- Discovery
- Owner
- Dana Kim
- Primary contact
- Sam Ortiz
- Source
Gong call
“We’d like to start with a pilot for the London team.”
Create recordDismiss
Keep every deal current
Update stages, next steps, and key fields based on actual deal activity.
- Stage
DiscoverySecurity reviewUpdated - Next step
Schedule follow-upSend pricing proposalUpdated - Close date
Dec 15Jan 30Updated - Amount$48,000No change
From the call on Nov 2 and 3 follow-up emails
Capture the right contacts
Keep stakeholders and contact details connected to the right opportunities.
- MLMarcus LeeVP Operations · Champion
- JRJen RaoIT Security · Reviewer
- PSPriya ShahHead of Procurement · priya@acme.comAdded from email
Keep deal context together
Attach relevant documents and sales collateral to the opportunity.
- Security overview.pdfShared on the call · Nov 2Attached
- Acme pricing proposal.pdfSent by email · Nov 3Attached
- Logistics case study.pdfCollateral used in follow-upAttached
From conversation to CRM. Automatically.
AL Acme Logistics · Platform expansionOwner: Dana Kim · Deal Call ended
Conversation
- Gong call · 12:04
Marcus: Legal wants to start the security review next week.1
- Gong call · 18:30
Dana: I’ll send the pricing proposal by Friday.2
- Gmail · 3:12 PM
Marcus: Priya Shah, our head of procurement, will join from here.3
- Gong call · 27:48
Marcus: Budget is approved for 120 seats, starting in Q1.4
Suggested changesUpdated deal recordAgent
Reading the conversation…
- 1Stage
DiscoverySecurity reviewApplied - 2Next step
Schedule follow-upSend pricing proposal, FriApplied - 3Contact+ Priya Shah, ProcurementApplied
- 4Amount
$48,000$86,400Needs approvalApproved
Amount changes over 25% wait for a manager. Evidence is attached to every change.4 changes logged to deal history · amount approved by Jordan Ellis
Hover a change to see the line it came from.
Accurate by design. Scalable across every rep.
Grounded in real deal activity
Updates come from connected calls, emails, calendar activity, and CRM context, not assumptions.
No guessing on critical changes
Ambiguous updates are flagged for review, with supporting context.
One policy for the whole team
Set automation and approval rules by action and role. Roll them out consistently across your revenue organization.
Complete visibility
See what changed, why it changed, and which actions required approval.
Automation policyApplied to all reps
Try it: change any rule.
More than a CRM integration. An agent that gets work done.
Your CRM stays the system of record. Your agents keep it current.
The Inventive AI way
Turns deal activity into actual CRM changes, with persistent context, permissions, and approval workflows built in.
Integrations
HubSpot
Salesforce- Gmail
Google Calendar- Supported call recorders
Frequently Asked Questions
You control which updates are automatic and which require approval. Proposed changes include supporting context.
It flags ambiguous matches for review instead of guessing.
No. The agent can also use connected email and calendar activity. Call recordings provide additional context.
HubSpot and Salesforce.
Yes. Set actions to run automatically, notify your team, or require approval.
Stop chasing CRM updates.
Give your reps more time to sell, and your revenue team a pipeline they can trust.