Leads, pipeline, automations and CRM.
Pipeline X-Ray
Live snapshot of the pipeline.
CRM
Move leads, mark won and lost.
Create Pipeline
Stand up a new pipeline.
Export Leads
Leads into a sheet.
WhatsApp Template
Templates and campaigns.
Brand the Subaccount
The CRM in the client's brand.
What is an AI CRM agent?
An AI CRM agent is a piece of software that manages your leads, pipeline and follow-up for you, without a separate app to log into. Sarah is an AI CRM agent that runs inside the AI assistant you already use (Claude, Claude Code, Cursor or Codex), so your CRM lives where you work.
Instead of clicking through dashboards, you just ask. Sarah gives you a live snapshot of your pipeline, moves leads between stages, marks deals won or lost, stands up a brand new pipeline, and exports your leads into a sheet. It is AI-powered CRM automation built as an agent, not another tab.
Ask her a question in plain English and she answers with real pipeline data. Tell her to update a deal and she updates it. That is the promise of an AI CRM: less admin, more selling.
Who Sarah is for and what she does
Sarah is for founders, sales teams and agencies who want AI CRM software without the setup, seat fees or subscription. If you run leads and a pipeline and you already work inside Claude, Cursor or Codex, Sarah slots straight in as your AI sales assistant.
Her skills cover the full lead-to-close loop: Pipeline X-Ray for a live snapshot, CRM moves to shift leads and mark them won or lost, Create Pipeline to spin up a fresh one, Export Leads to send them into a sheet, WhatsApp Template for outreach campaigns, and Brand the Subaccount so a client CRM carries the client's own logo and colors.
The outcome is simple: cleaner pipeline data, faster follow-up and lead management that keeps itself tidy, all driven by one AI agent.
Runs inside Claude, Cursor or Codex
Sarah is not a hosted platform and not a monthly plan. She is an installable agent you drop into your own AI assistant, so there is no separate login, no API key to manage and no per-seat pricing.
You buy her once, install her inside Claude, Claude Code, Cursor or Codex, and she runs on your machine using the assistant you already pay for. Your pipeline, leads and CRM automation stay under your control.
- Pipeline X-Ray
- CRM
- Create Pipeline
- Export Leads
Ask for the skill in a quick popup. No payment, no card.
You get the skill file and a license. No inbox hoops.
Drop it into your AI (Claude, Cursor, Codex) and it runs.
What is an AI CRM agent?
An AI CRM agent manages your leads, pipeline and follow-up through natural language instead of a dashboard. Sarah is an AI CRM agent: you ask for a pipeline snapshot, tell her to move a lead or mark a deal won, and she does it. She runs inside your AI assistant, so there is no separate CRM app.
Does Sarah work with Claude, Cursor or Codex?
Yes. Sarah is built to run inside Claude, Claude Code, Cursor and Codex. You install her into the assistant you already use and she works there, no extra software required.
Do I need to install anything or set up an API key?
You install the agent into your AI assistant once, and that is it. There is no separate app to run and no API key to manage. Sarah operates through the assistant you already have.
What CRM tasks can this AI sales assistant handle?
Sarah gives you a live pipeline snapshot (Pipeline X-Ray), moves leads and marks them won or lost, creates a new pipeline from scratch, exports your leads into a sheet, builds WhatsApp templates and campaigns, and brands a client subaccount with their own logo and colors.
Is Sarah a subscription?
No. Sarah is a one-time purchase, not a monthly plan and not a per-seat CRM. You buy the agent once and run it inside your own AI assistant, with no recurring CRM fee.
Can Sarah replace my CRM software?
Sarah covers the core CRM automation most small teams need: pipeline visibility, lead management, moving and closing deals, exports and outreach templates. She works as your AI CRM layer so you can run leads and pipeline without logging into a heavy platform.
