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ButlerCRM
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The CRM where people and AI agents work the same records

Keep the thread.

Your agents read every record, draft the follow-ups and work through the night. Your team gets one quiet page each morning with only the calls that are theirs to make.

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Most CRMs are a place you report to. Butler is a place that works back. Agents read the record, draft the email and chase the follow-up, then bring you only the decisions that are yours.

08:00 to 18:30

You work the day.

The hours that need judgement. Conversations, decisions, and the calls only a person should make.

  1. Approve two sends over coffee
  2. Ask an agent from the deal page
  3. The call transcript lands in memory
  4. Leave the rest with your agents

18:30 to 08:00

It works the night.

The hours that need patience. Reading, drafting, tidying and chasing. Anything that needs a yes waits for morning.

  1. Follow-up agent drafts the kickoff recap
  2. Data hygiene agent spots a changed phone number
  3. Reporting agent writes the onboarding status
  4. The morning brief is ready

One roster

Agents join the team. You hold the leash.

People and agents sit on one Team page. Each agent has a job, a set of tools and a setting on every tool. A new skill is a new tool on an agent, never another app to log in to.

Pick a tool

Sending an email and moving a deal stage always wait for a person, whatever the setting.

How much rope?

Ask first · Send an email

It drafts the email and puts it in the Inbox. Nothing sends until a person approves.

The human touch

They do the work. You make the call.

Everything waiting on a person lands in one Inbox. Go ahead, clear the sample. Every choice is one tap, and every one leaves a receipt.

Proposals stay proposals

Until the right person says yes, nothing goes out.

Receipts on everything

Who approved it, what changed and when.

Push back in a sentence

The agent tries again with your note.

Workspaces stay apart

Members, permissions and records never cross over.

Sample inbox3 need you

Follow-up agent

wants to send an email

Kickoff recap to Example Customer

Thanks for Tuesday’s call. I’ve attached the project brief we discussed. Would Thursday suit you to agree on success criteria before kickoff?

Each choice leaves a receipt here, with the time.

    The context stays. The work moves.

    Notes beside the relationship. Documents beside the project. Calls beside the deal. So the next person, or the next agent, never starts cold.

    1. 01

      Customers

      Contacts and companies with their whole story. A pipeline you drag. Campaigns.

    2. 02

      Work

      Projects with one board each, all work in one list, and goals tied to the deals behind them.

    3. 03

      Together

      Chat, documents, calendar and Gmail. Video calls whose transcripts become memory.

    4. 04

      Memory

      Docs, threads, calls and agent runs, linked into one graph your agents read before they act.

    5. 05

      Agents

      Sales, account management, support, data hygiene, reporting, or one you shape yourself.

    Go home on time. Butler’s got it.

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    A person reviews every new account. We email you when you’re in.