A living CRM that updates, segments and acts on itself.
Keeps every customer record clean, enriched and current, surfaces the accounts that need attention, and drafts the next action — so your CRM works for you instead of the other way around.
99%
profile completeness
real-time
segment refresh
−52%
manual data entry
Section 01
The business problem
CRMs decay the moment they go live — duplicate records, stale fields, missing consent and segments that were accurate last quarter. Teams stop trusting the data and revert to spreadsheets.
Why existing solutions fall short
- Data hygiene is a periodic project, not a continuous process.
- Segments are static snapshots that go stale within days.
- Reps spend more time updating records than talking to customers.
Section 02
How Fundle solves it
The CRM Agent continuously deduplicates, enriches and validates every record, keeps segments live against real behaviour, and proactively surfaces the next best action for each customer or account.
01
Auto-hygiene
Merges duplicates, fills gaps and flags stale or non-consented records automatically.
02
Live segments
Every segment recomputes in real time as behaviour changes — no manual refresh.
03
Next-action drafts
Suggests and drafts the next outreach for high-value or at-risk customers.
04
Unified timeline
Assembles a single chronological view across purchases, visits, messages and support.
How it works
From data to outcome — the agentic workflow.
Connect
Links POS, e-commerce, support and marketing sources into one profile.
Clean
Continuously resolves identities and enriches attributes.
Segment
Maintains always-current, behaviour-based segments.
Prompt
Pushes prioritised actions to reps and marketers.
Business impact & ROI
−52%
time on manual data entry
99%
record completeness
+22%
sales-ready contacts
Integrations
FAQ
CRM Agent — questions buyers ask.
Does it replace Salesforce or HubSpot?
It can be your system of record or sit on top of an existing CRM, keeping both clean and in sync.
How does it handle consent?
Consent state is a first-class field; non-consented data is quarantined and excluded from outreach.
Is my data secure?
Yes — data is encrypted in transit and at rest, with role-based access and full audit logs.
Get started
See CRM Agent on your data.
A 30-minute working session with the Fundle team — mapped to your brand, mall or programme.