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Agent FM
Desktop app that works across files, browser, and inbox to complete work.
What is Agent FM?
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.
Product typeCRM & Revenue Operations
Pricing ·
Deployment
APINot available
What teams use Agent FM for
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
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
Community reviewsReviews are owned and editable by their authors.
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
Google API Services User Data Policy (Limited Use)
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
