Marcus.
CRM hygiene, lead enrichment, follow-up sequences, pipeline reporting.
The expensive problems Marcus solves.
Five pain points that mid-market operators tell us cost the most — in hours, in churn, or in missed revenue. Marcus is built for these.
- 01The pain
Your CRM is a graveyard of stale deals nobody touches and leadership has no real visibility.
Every record stays current automatically. Stuck deals get flagged the moment they go cold.
- 02The pain
Reps say "I'll follow up Monday" and forget. Warm leads turn cold while you wait.
A 6-touch sequence runs autonomously across email and SMS until someone replies or opts out.
- 03The pain
New leads sit untouched for hours after a form submit. Conversion rate craters.
Every new lead enriched, scored, and assigned to a rep in under five minutes.
- 04The pain
You spend Friday afternoons manually rebuilding the pipeline report for Monday meeting.
Weekly pipeline report lands in your inbox Sunday night — wins, losses, time-in-stage, bottlenecks.
- 05The pain
Proposals take three days because the template lives on one rep's laptop.
Proposals drafted in 30 minutes from CRM data, your template library, and deal context.
End-to-end, not just chat.
10 concrete tasks, owned end-to-end. Not "AI suggestions" — actual work that closes the loop.
- 01
Pull every new lead from web, ads, and partner channels — enrich with company size, funding, stack.
- 02
Score every lead by ICP fit and route to the right rep with a written context note.
- 03
Run a 6-touch nurture sequence across email and SMS with polite-to-firm escalation.
- 04
Update CRM stage from email activity so reps stop manual data entry.
- 05
Flag any deal stuck more than N days at any stage with a re-engagement suggestion.
- 06
Draft proposals from your template library with deal data pre-filled.
- 07
Generate weekly pipeline reports — won, lost, slipped, time-in-stage, conversion bottlenecks.
- 08
Pull win-loss themes from closed deals so reps know what's actually working.
- 09
Run continuous CRM hygiene — dedupe contacts, merge accounts, fix bad data.
- 10
Set human-only follow-up reminders for the moments that need real judgment.
Don't see your tool? If it has an API, we connect to it during deployment.
Mid-market sales teams running CRMs that nobody actually updates. B2B with multi-touch sales cycles.
- Enrich every new lead with firmographics and intent signals
- Run multi-touch follow-up sequences without a human chasing
- Generate weekly pipeline reports with the stuck deals flagged
Your next hire shouldn't take 90 days.
Talk to us about deploying an AI employee in 14. We'll show you the role that pays for itself first.