Ask in plain words
“Find leads nobody has answered in two weeks.” It understands common sales jobs, and says plainly when it can’t do one.
EazzyPath agents for your CRM
Agents that work your CRM, and wait for your OK.
Describe a job in plain words. EazzyPath turns it into a plan you can read, tests it on your real CRM without changing anything, then runs it on schedule and reports what it found. Nothing is changed or sent without your OK.
What it does
Give the busy work to an agent you can read and trust.
A plan you can read
See every step before anything runs: what it reads, what it would change, and which steps need your OK.
Test without risk
A test run reads your CRM and shows what it would do, without writing anything.
Nothing happens without you
Every task, update and email an agent prepares is its own approval. Nothing is done until you say yes.
Runs on schedule
Every day, weekdays, every Monday, or when you press run. Every run is recorded, step by step.
Teams and roles
Separate workspaces for sales and support. Builders, reviewers and viewers each see only what they should.
How it works
From an idea to a working agent in four steps.
Connect your CRM
We connect it with a read-only key and show you what your agents can see.
Describe the job
Say what you want in your own words. You get a clear plan back.
Test and save
Try it on your real data. Nothing is written. Save it when you like it.
Run and review
The agent runs on schedule. You read its report and review what it prepared.
Works with
Start with the CRM you already use.
HubSpot
Connected with a read-only key. Agents read your contacts and leads, find what needs attention and report on it. They never change anything in HubSpot.
MakeITEazzy CRM
Agents built right into the MakeITEazzy CRM, for its calls, bookings, leads and invoices.
Your data stays yours
Built for businesses that can’t afford surprises.
Private to your company
Your company’s data is kept apart from everyone else’s, and checked again by the database on every request.
Read-only by default
The CRM key only reads. Agents can’t delete, export or change owners, and they ask before anything else.
Everything on record
Every run, every approval and every change is written down, so you can always see who did what, and when.
Questions
Can an agent change my CRM or email my customers by itself?
No. With HubSpot, agents only read. Follow-up emails are prepared inside EazzyPath for you to review; today they aren’t sent to anyone. Sending, after your approval, is coming next.
Which CRMs does it work with?
HubSpot today, with a read-only key. The MakeITEazzy CRM is coming next. Using something else? Book a call and tell us.
Do I need to be technical?
No. You describe the job in your own words, read the plan, and press run. We help you connect your CRM.
How do I get an account?
We’re opening accounts one business at a time. Book a call, and we’ll set up your company and send you a sign-in.
Where is my data kept?
On our own server. Your company’s records are kept apart from every other company’s by the database itself. They aren’t sold or shared, and your CRM key is kept separately, where the agents themselves can’t read it.