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Agent · CRM & Nurturing
Agent · CRM & Nurturing Thomas plugs your CRM into your whole agent team.
Centralize contacts, opportunities and interaction history. Lisa knows who to talk to, Margot who to call, Emma measures what it returns. One data foundation, seven agents drawing on it.
1,245
contacts centralized
7 agents
plugged into one base
0
double entry
Thomas Thomas is merging 2 duplicates, contact record up to date
1,245
contacts up to date
+89
new this month
Its superpowers
What Thomas does for you
An agent dedicated to one thing: giving your whole agent team a clean, shared data foundation.
Unified contact records
Details, history and interactions gathered on a single record per contact.
Shared pipelines
Clear pipelines by offer, agency or segment, readable by all your agents.
Consolidated history
Page views, campaigns received, forms and calls brought together in one place.
Automatic deduplication
Duplicates are detected and merged to keep a clean, reliable base.
Context for every agent
Lisa knows what to write, Margot who to call, Emma what it returns, on the same data.
Data under control
Per-team permissions, full audit and export anytime. Your data stays yours.
How it works
How it works
1
Connect
One-click OAuth to HubSpot, Salesforce or Pipedrive.
2
Sync
Contacts, deals, activities and custom fields.
3
Plug in
Each agent receives the context that's useful to it.
4
Steer
A single pipeline board in the Cockpit.
The results
Thomas in numbers
1,245
contacts centralized
+89 this month
7
agents plugged into the base
one foundation
0
double entry
continuous sync
100%
of interactions tracked
per contact
Integrations
Thomas works with your tools
It plugs natively into your existing stack. Your data stays yours, the agent puts it to work.
Better together
The agents at work
The team of agents that works alongside Thomas, coordinated by Max.
Max
CMO
Coordinates the brief and splits the work across the agents.
Lucas
Website
Website, blog and key pages powered by AI.
Lisa
Marketing
Campaigns, landing pages and forms in one place.
Nicolas
Local & GMB
Local presence and proximity visibility.
FAQ
The questions we get asked the most.
Does Thomas replace my current CRM?
He can be your CRM or sync with HubSpot, Salesforce or Pipedrive. Your data stays consistent on both sides.
How does contact import work?
In minutes via a file or a direct connection. Thomas cleans duplicates on import.
Who can see which data?
You set permissions by team and by pipeline. Every access is logged and revocable.
Do the other agents access the contacts?
Yes, within the scope you allow. That shared context is what makes the other agents relevant.
Can I export my data?
Anytime, in a standard format. Your contacts and your history belong to you.
Personal demo
Book a demo See Thomas in action, live.
Book 20 min with the team. We set up your agent team with you and answer your questions.
Ready to delegate?
Ready to give your agents context?
Thomas guides you to connect your existing CRM or start a new one. 5 minutes.
No coding required1-minute migrationCancel anytime
