CRM Administration 2.0
AgentHouse CRM Administrator Agent
Virtual CRM administration like a team member.
The CRM Administrator Agent complements your team like an additional colleague: accessible via Teams, Slack or Email, connected to Salesforce, HubSpot & Co. – and specialized in recurring CRM administration tasks.
Ready in less than 1 week
Connection to Salesforce / HubSpot
Billing by result
We calculate your potential time savings live and recommend the appropriate model.
How the CRM Administrator Agent becomes part of your team.
We bring your CRM landscape, your tools (e.g. Salesforce, HubSpot, Teams) and the agent under one roof – and ensure that the added value becomes measurable.
Step 1
Define Output Catalog
Together we determine which tasks the agent should take on: e.g. Data Cleanups, Workflow Configurations, User Management or Reporting Setup.
Step 2
Record Reference Times & Hourly Rates
For each output, we define a typical human processing time and your internal reference hourly rate. From this, we calculate the potential time savings.
Step 3
Bill Transparently Monthly
Based on the actually generated results, we calculate the result fee. You can see at any time: which task, how much time savings, which costs.
From Initial Consultation to Productive Agent
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130-Minute Initial Consultation We understand your CRM landscape, tools (e.g. Salesforce, HubSpot, Teams) and administration challenges.
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2Use Case Workshop & Setup (2 Days) Setup of integrations, definition of output catalog, initial context and prompt design.
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3Go-Live & Training Your team uses the agent like a team member – via Teams, Slack or Email.
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4Ongoing Fine-tuning In Variant 1 including 4 h/month, in Variant 2 via service packages – for new workflows, configurations and adjustments.
How can we support you?
Leave your contact and a few key details about your CRM system – we will get back to you promptly and suggest an appointment for the initial consultation.
30-Minute Initial Consultation – free & non-binding.
We look together at your current CRM administration effort, your tool landscape and 1–2 concrete use cases (e.g. Data Cleanups, Workflow Setup, User Management).
At the end you have:
- a rough ROI estimate for your CRM Administrator Agent,
- a clear feeling whether Variant 1 or 2 fits better (see Pricing),
- a proposal for the next 4 weeks.