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Agent FM

CRM and revenue operations · by Agent FM

Desktop app that works across files, browser, and inbox to complete work.

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What it does

Desktop app that works across files, browser, and inbox to complete work. Plans steps and works on its own, with finished work returned for sign-off. Available on macOS 14+ and Windows.

  • Completing repetitive computer work across files, browser, and inbox
  • Building one-page account plans from news, org changes, and hiring signals
  • Drafting personal openers for sales call lists
  • Researching company briefs before meetings
  • Sweeping CRM for stale deals and drafting revivals
  • Vetting carriers before tendering loads
  • Pulling comps for BPOs and drafting value ranges
  • Finding which markets will write a given risk
Category
CRM and revenue operations
Built for
Telecommunications
Users
Founders, Chiefs of staff, Operations teams, Sales teams and 2 more
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

  • Free plan$0

Prices as published by Agent FM, checked Oct 2026.

Security and compliance

As reported by Agent FM. Ask for audit reports before you buy.

  • Google API Services User Data Policy (Limited Use)Compliant

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