Use case

Use AI agents for CRM work without losing governance.

Aexy gives agents the CRM, email, GTM, workflow, and company context they need while keeping tool access, approvals, and audit trails close to every action.

Book demo See company OS

Agents can enrich, summarize, route, and draft from CRM context.

Sensitive actions can require human approval before execution.

Every tool call and workflow decision can be reviewed.

Lead triage

Classify new leads and replies using CRM history and intent signals.

ICP scoring

Owner routing

Reply classification

CRM hygiene

Reduce manual updates by letting agents prepare record changes and summaries.

Field updates

Account summaries

Activity logging

Controlled execution

Keep humans in the loop for messages, field changes, and workflows that need approval.

Policy gates

Approval queues

Audit history

Related paths

Route evaluators to the pages that match their buying stage, tool replacement question, or implementation need.

Agent-native CRM CRM product AI agents HubSpot comparison

FAQ

Can agents update CRM fields?

Yes, when the workspace grants the right tools and policies allow the action.

Can agents draft emails?

Yes. Agents can draft contextual replies and hand them to a human or workflow for review.

Is this only for sales teams?

No. The CRM can connect to customer success, product, engineering, operations, and founder workflows.