HachiAI Solutions

Governed Agents for CRM

Eliminate manual data entry. HachiAI ensures your CRM is always up-to-date with real-time syncs from email, calls, and external data sources.

Lead Entry

Pipeline Hygiene

Activity Logging

Contact Enrichment

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Capabilities

Common Automated Workflows

Replace manual data entry and repetitive checks with intelligent workflows that run 24/7.

Lead Capture

Instantly create leads from web forms, emails, and LinkedIn interactions.

Data Hygiene

Automatically deduplicate records and standardize formatting.

Deal Velocity

Move deals through stages automatically based on activity triggers.

Custom Process

Talk to us about your own processes and we'll build IDWs that complete them end-to-end.

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Supported Platforms

HachiAI integrates seamlessly with the tools you already use.

ActiveCampaign

Bloomerang

Copper CRM

DonorPerfect

EveryAction

Freshsales

HubSpot CRM

HubSpot Marketing Hub

HubSpot Sales Hub

HubSpot Service Hub

Insightly

Keap (Infusionsoft)

Marketo

Microsoft Dynamics 365 CRM

Neon CRM

Nimble

Pardot (Salesforce)

Pipedrive

Raiser's Edge (Blackbaud)

Salesforce Financial Services Cloud

Salesforce Marketing Cloud

Salesforce Sales Cloud

Salesforce Service Cloud

Salsa CRM

Zendesk Sell

Zoho CRM

Don't see your platform? Contact us for custom integration.

Ready to automate your Lead Entry?

See our CRM automation agents in action on your own data. Book a tailored demo with our solution architects today.

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