CRM Agent
Research accounts, fill the gaps in your records and draft follow-ups from your notes. The agent prepares the update; your CRM stays the system of record.
Works with
And 7 more routed sources
Run it from SpringBrand or the assistant you already use
Claude Code
Codex
Cursor
WorkBuddy
Hermes
OpenClaw
Windsurf
Built for account executives, sales ops, founders and customer success
1. Describe the job in a sentence
2. The agent picks the tools
Used for this job
Used for this job
Same request works from Claude Code, Codex, Cursor or WorkBuddy over MCP.
CRM AgentWhat comes back
Account research
- What changed at each account
- News and hiring signals
- Sources for each
CRMs store records. An agent keeps them worth reading.
Your CRM stays the system of record. The agent does the research and drafting around it.
Without SpringBrand
With SpringBrand
- Without SpringBrand:
Records missing half their fields
With SpringBrand:Gaps filled from Apollo and People Data Labs where data exists
- Without SpringBrand:
Pipeline reviews built on month-old notes
With SpringBrand:What changed at each account, from news and search
- Without SpringBrand:
Follow-ups written at the end of a long day
With SpringBrand:Drafts from your call notes, ready to edit and send yourself
- Without SpringBrand:
Duplicates nobody has time to find
With SpringBrand:Likely duplicates grouped with the matching field
- Without SpringBrand:
Tools that want to replace your CRM
With SpringBrand:Output shaped for import, so your CRM stays where it is
Describe the job once, run it wherever you work
Connect your data sources
Google and Exa for search, Firecrawl and Apify for reading pages, Apollo, Google Maps and People Data Labs for company data, plus seven social platforms — already connected, on one credit balance.
Run it where you already work
Run CRM jobs from SpringBrand, or connect over MCP and call the same tools from Claude Code, Codex, Cursor or WorkBuddy.
Describe the job in a sentence
No flowchart to build. Say what you need in plain language; the agent decides which tools to call and shows you what it used.
Account research
Update me on these 10 accounts before the pipeline review.
Fill gaps
These records are missing industry and size. Fill them in.
Follow-ups
Draft follow-ups from my notes on today’s three calls.
Read the page, not just the title
Page readers pull the real headings, claims and prices from the pages that matter, so the answer is built on what the page says today.
competitor.com/pricing
- H1Plans for every team
- H2What’s included
- H2Frequently asked questions
Check every claim
Results come back with the sources behind them. Open any link, check the claim and decide what to keep.
Hand off to the tools you own
Output comes as a list, table or draft you paste or import. SpringBrand doesn’t send, post or run on a schedule — each run starts when you ask.
Agent
Researches and drafts
You
Review and edit
Your tools
CRM, CMS or ad platform
Bring in a specialist when you need one
When a job needs a person, describe the problem and get matched with a fixed-scope service. You see scope and price first; some deliver in as little as 24 hours.
Matched service
Fixed scope, fixed price
- Scope and price shown before you order
- Delivery in as little as 24 hours
- One correction included
ApproveStart free, pay per run
New accounts get free credits on signup. Runs spend credits from one balance, and purchased top-ups never expire.
Free credits on signupOne balanceTop-ups never expirePay per runMonthly credits reset each cycle
Get started with popular CRM services
Rather hand the job to a person? These fixed-scope services show the scope and price up front, and you approve before anything is ordered.
Klaviyo Email Flow Copy Pack for Fitness Stores
Human-written welcome, abandoned-cart, and repeat-purchase flow copy bundled with ad-ready creative assets.
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Lifecycle email pack for paid newsletter conversion, win-back, and annual plan upsells.
B2B Lead List with Company, Role, Email, Phone & LinkedIn Verification
A verified B2B prospect list built from your ICP, target roles, exclusions, and outreach needs.
Restaurant & Hotel Private Event Lead Follow-up, Proposal & BEO Pack
Private event lead follow-up, proposal copy, BEO details, and sales handoff templates.
With guardrails on every run
Matched service
ScopeShown
PriceShown
Not nowApproveYou approve every order
The agent can match you with a service, but nothing is ordered until you’ve seen the scope and price and said yes.
- Password
No account access needed
Agents and services work from the facts and files you send. Never share passwords, codes or payment details.
- SearchRead pagesDraftPost or send
Research, not actions
Agents search, read and draft. They don’t post, send email or change your accounts on their own.
- sourcesourcesource
Sources on every result
Findings come with the pages they were read from, so you can check a claim before you use it.
Credit balance
MonthlyTop-ups never expireCredits you can see
Runs spend credits from one balance. Purchased top-ups never expire; monthly credits reset each billing cycle.
- Delivered1 correction included
One correction included
Fixed-scope services include one correction if the delivery misses the agreed scope.
Resources to help you go further
Guides, playbooks and docs for putting a CRM agent to work.
Put your first CRM agent to work
New accounts start with free credits, so the first run costs nothing to try.