Question
AI agents for your CRM that ask before they write anything.
Kaypo Agents prepare two kinds of work every morning. The follow-up agent turns the next step on each deal into a CRM task due today with the email already drafted. The cleanup agent corrects close dates and stages from what the buyer did, using the median time your own wins took to close. A person approves each one, in Kaypo or in Slack, and every approval can be undone for seven days.
Why most CRM automation gets turned off.
An automation that changes records on its own has to be right every time, because one wrong close date in a forecast call costs more trust than a hundred right ones earn. So teams switch it off, and the CRM goes back to being updated at 4:00 on a Friday by whoever remembers.
The work itself is not the hard part. Knowing which deals need a follow-up, and which close dates no longer match what the buyer is doing, is. That knowledge already exists in the deal scores, so the agents start from it.
The follow-up agent.
Each morning it takes the next step Kaypo wrote for every deal that needs one, and prepares it as a task in HubSpot, Salesforce or Attio: due today, owned by the deal owner, with the draft email inside it. On HubSpot and Salesforce it also fills the deal's own Next step field so the record matches.
Under each one sits the proof from your own closed deals, for example worked in 99 of 115 wins like it. Nothing is sent to a buyer. The rep sends the email.
The CRM cleanup agent.
It looks for close dates that have passed on deals still open, and close dates inside two weeks on deals that have gone quiet, met a competitor or stalled after pricing. It proposes a new date from the median days your own wins took to close after the same situation, and says how many wins that number comes from.
A deal silent for six weeks is offered for closing only when your closed deals show that deals that went quiet were rarely won, with the counts beside it. Without those numbers it proposes nothing.
What approving does, exactly.
Approve on the Agents page, or press Approve in the 7 AM Slack message, which updates in place so nobody approves twice. A follow-up creates the task. A cleanup writes the fields through the same queue as any other edit and records the value before and after.
Undo is on every approval for seven days. It removes the task and puts the old values back. Admins can turn either agent off, and the work it had waiting is cleared.
Questions
Does Kaypo update the CRM on its own?
Kaypo does not update the CRM on its own. Its agents prepare follow-up tasks with drafted emails and propose corrected close dates and stages, each with its evidence, and a person approves every one, on the Agents page or in the morning Slack message. Approvals can be undone for seven days.
Do Kaypo Agents email buyers?
Kaypo Agents never email a buyer. The follow-up agent puts the drafted email inside a CRM task for the rep, who sends it from their own inbox.
Are Kaypo Agents included in the price?
Kaypo Agents are included in the paid plan, $499 a month or $4,500 a year. During the 14 day trial they prepare work on your own deals so you can see it, and approving it starts with the subscription.
It arrives in Slack
Every morning, each rep gets one message naming the deals on their own book that moved overnight, biggest mover first, with the reason beside each number and the deals that have gone quiet underneath.
$499 a month, or $4,500 a year.. One admin and up to 15 users. No per seat charge. Connect a CRM and it runs. No implementation fee. 14 day trial. No card.
Related reading
Getting deal alerts into Slack that people actually read
Every CRM can post to Slack, and almost none of it gets read: the alerts fire on field changes rather than on anything meaningful. What to send instead.
How to tell which of your open deals are actually real
Every pipeline has deals that are alive and deals being carried. The difference shows in what the buyer did, not the stage somebody dragged the card to.
Kaypo vs HubSpot
HubSpot is the CRM. Kaypo reads it and scores every open deal, then sends each rep a morning Slack message. What HubSpot already gives you and what it does not.
Kaypo vs Gong
Gong records and analyzes sales calls. Kaypo scores open deals and sends the reasons to Slack each morning. What each is for, and what they cost.
Reviewed October 5, 2026 against the product as it behaves today.