AI CRM Data Cleanup and Contact Management
One clean list of every customer.
The Records agent merges duplicates, fills gaps and keeps every stage current, so your whole crew works from the same facts.
From $9/mo · $99/mo workspace required
What the Customer records upkeep agent does
Finds the same customer entered three ways and joins them.
Adds missing phone numbers, websites and addresses.
Moves deals along as emails and calls happen.
Flags when two records disagree about the same fact.
Pricing
Monthly, on top of the $99 Brainztem Workspace. Change level any month.
~200 record updates per month
For a business just getting going, or trying one agent for the first time.
~500 record updates per month
Fits most small businesses: a full inbox and a steady flow of customers and jobs.
~1,500 record updates per month
For a busy shop or a growing team with high volume in every channel.
Setup: nothing to set up.
Questions
Can it delete my data?
It proposes merges and edits for your approval and never deletes a record on its own.
What do I need to set up?
Nothing. It works from your knowledge brain as soon as your workspace is live.
How much does it cost?
Customer records upkeep starts at $9 a month on top of the $99 Brainztem Workspace, and $15 a month for a typical small business.
Does anything go out without my approval?
No. Every outgoing email, post, quote, invoice and call script waits in your review queue until you approve it.