Capture
Public intake form collects contact details, budget, timeline, source, and requirements.
AI agent CRM for small-business automation agencies
Capture the lead. Let the agent prep the sale.
AgencyOps turns inbound requests into scored CRM records, proposal drafts, and follow-up queues so a lean team can respond like a mature revenue operation.
Lead score and status without manual triage
Proposal drafts tied to CRM records
Follow-up history per lead
Admin pipeline for active opportunities
Lead agent run
Inbound: Luna Dental Studio
Agent decision
86
High-intent lead. Recommend CRM cleanup, missed-call workflow, review requests, and WhatsApp follow-up.
Proposal
Draft ready
Follow-up
n8n queued
Next best action: send proposal and schedule a 20-minute automation audit.
Qualify
The AI agent scores the lead and recommends the right automation offer.
Propose
A proposal draft is created and saved against the lead for review.
Follow up
n8n-ready endpoints prepare the path for Gmail, WhatsApp, ManyChat, and Vapi.
AI agent blueprint
Built as a workflow agent first.
1
Reads lead data and business requirement
2
Returns structured score, status, and recommendation
3
Creates a proposal draft and stores it in Supabase