Agents onThe autonomous CRM
The CRM that runs itself.
HighFive CRM puts a team of AI agents to work on every lead, deal and customer. They engage buyers, qualify, book meetings, follow up and keep every record current, around the clock. Your people step in to close.
Illustrative preview of an AI agent activity feed showing scripted entries such as answering a website visitor, qualifying a lead and booking a meeting, sending a follow-up and updating a deal. This is not a live view of any real data.
- Every buyer engaged, day or night
- 24/7Every buyer engaged, day or night
- From inbound lead to first reply
- SecondsFrom inbound lead to first reply
- Fields your reps update by hand
- ZeroFields your reps update by hand
- System of record for the whole team
- OneSystem of record for the whole team
01The problem
Your CRM is a to-do list for your reps.
Leads wait hours for a reply. Follow-ups slip. Records go stale the moment a call ends. Most CRMs store the work and then hand it straight back to your team. HighFive does the work.
A typical CRM
- Inbound leads sit in a queue until someone gets to them
- Reps type up call notes and update stages by hand
- Follow-ups depend on someone remembering to send them
- Pipeline reviews start with arguing about what is true
HighFive CRM
- Agents reply to every lead in seconds and qualify them on the spot
- Calls, emails and meetings log themselves to the right record
- Follow-ups and nurture send themselves at the right moment
- The pipeline updates itself, so reviews start with decisions
02The agents
Meet your AI revenue team.
Each agent owns a job from start to finish. They work inside your CRM, with your data, your rules and your brand voice, and they never clock out.
Website agent
Greets every visitor, answers product and pricing questions over chat or voice, qualifies them in the conversation and books the meeting before they leave the page.
Inbound SDR agent
Replies to every form fill and inbound email in seconds, researches the company, scores the lead against your criteria and routes the hot ones straight to a rep's calendar.
Follow-up agent
Writes and sends personal follow-ups and nurture sequences, reads the replies, answers objections and keeps going until the buyer books, buys or opts out.
Meeting agent
Finds a time, sends the invite, confirms the day before, handles reschedules and briefs the rep with a one-page account summary before the call.
Pipeline agent
Captures every call, email and meeting, writes the notes, moves deals between stages and flags the ones going quiet, so the forecast is always current.
Research agent
Enriches every company and contact, identifies the accounts visiting your site and keeps titles, roles and firmographics up to date without anyone asking.
Support agent
Triages incoming tickets, answers what it can from your knowledge base, resolves routine issues and escalates the rest with full context attached.
Ask HighFive
Ask anything in plain language — which deals are at risk, who to call today — and get an answer. Tell it what to do and it does it.
03How it works
Signal in. Revenue out.
Agents run a continuous loop on every buyer and every record. No queues, no hand-offs, no waiting for someone to get to it.
Step 1
Sense
Website visits, form fills, emails, calls, meetings and tickets stream into one record the moment they happen.
Step 2
Decide
Agents weigh the full history, your qualification rules and buying intent to choose the next best action.
Step 3
Act
They reply, book, follow up, update stages and route deals — end to end, without waiting for approval.
Step 4
Learn
Every outcome feeds back in. What books meetings and moves deals gets more of the agents' effort.
04System of record
A system of record that keeps itself current.
Six connected records, and agents filling every one of them. Every object links to every other, so context follows the customer from first visit to renewal.
Companies
Every account auto-enriched, with its people, deals and history in one timeline.
Contacts
Roles, titles and email addresses kept accurate by the research agent.
Leads
Captured, scored, qualified and routed the moment they arrive.
Deals
Stages move themselves as the conversation progresses, from first call to close.
Activities
Calls, emails and meetings logged automatically, with notes already written.
Tickets
Triaged, answered and resolved by the support agent, right next to the account.
05Self-driving pipeline
A pipeline nobody has to update.
The pipeline agent listens to every call and reads every email, then moves the deal, writes the next step and sets the follow-up. Reps and managers open the board and it is already true.
- Stages advance automatically from real buyer activity
- Stalled deals are flagged and re-engaged by agents
- Forecast and next steps always current, no Friday scramble
Illustrative preview of a pipeline board with four columns — Prospect, Qualified, Proposal and Closed — showing placeholder deal cards. This is not a live view of any real data.
06Control without approvals
You set the rules. Agents do the rest.
Autonomy does not mean a black box. You define the goals and the boundaries once; agents act on their own inside them, and every action is on the record.
Goals and playbooks
Tell agents what good looks like: who to target, how to qualify and when a deal is ready for a rep.
Rules of engagement
Set brand voice, topics to avoid, contact frequency and which actions belong to people.
Full audit trail
Every message, booking and update is logged on the record with the reasoning behind it.
Take over any time
Jump into any conversation with one click. The agent steps back and picks up when you are done.
07Onboarding
Agents working by this afternoon.
No consultants, no six-week rollout plan. Import, teach, set the rules and switch the agents on.
- 01
Import your data
Bring contacts and companies across from a CSV in minutes. Agents start enriching straight away.
- 02
Teach your agents
Point them at your website, product docs and past emails. They learn your offer and your voice.
- 03
Set the guardrails
Choose goals, qualification rules and autonomy levels with a guided checklist. No code required.
- 04
Turn them on
Switch agents on and watch the activity feed fill up as they work your leads and pipeline.
08Open by design
Built to plug in.
Every account includes API keys and a documented REST API. Read and write any record, trigger agents from your own tools and stream agent activity into the systems you already run.
09FAQ
Common questions
Something else on your mind? The demo call is the fastest way to get a straight answer.
Talk to the teamPut your CRM to work.
Book a walkthrough and watch the agents work a pipeline like yours, live.