30 Agents · CRM Automation · From $97/mo

The pipeline that works while you sleep.

30 agents capturing leads, scoring them, progressing deals, winning back churn, and flagging expansion — before a human touches the CRM.

Your sales and retention layer — running on real CRM data the moment you connect it.

30 CRM Automation Agents

Enterprise first. Every agent included in your subscription.

Enterprise

Contract Auto-Generation

Generates contracts from templates with deal-specific terms — closing day stops being a scramble.

Enterprise

Account-Based Marketing (ABM) Targeting

Identifies and prioritises accounts for account-based marketing — reps work the right 50, not all 5,000.

Enterprise

Sales Commission Calculator

Calculates sales commissions from quota and attainment — no more end-of-month spreadsheet disputes.

Enterprise

Customer Success Playbook Trigger

Triggers success playbooks based on health and lifecycle — the right play at the right stage, every time.

Enterprise

Account Expansion Opportunity Alerts

Alerts account managers to expansion inside accounts they own — revenue hiding in plain sight.

Growth

Proposal Generation

Generates proposals from deal data, pricing tiers, and templates — no more Friday-night Word docs.

Growth$45/mo

Churn Prediction & Risk Flagger

Flags customers at risk before they cancel — usage and engagement patterns caught early.

Growth

Customer Lifetime Value (CLV) Calculator

Calculates and tracks CLV per segment — so you know which customers to fight for.

Growth

Customer Winback Email Sender

Wakes up churned and inactive customers with personalised offers — before they forget you existed.

Growth$35/mo

Customer Health Scorer

Scores health from usage, support tickets, and payment history — the red flag you cannot see in one tab.

Growth

Referral Source Tracker

Attributes every new lead back to its referrer — your best channel stops being invisible.

Growth

Multi-Step Lead Nurture Sequences

Runs multi-step email sequences that carry leads down the funnel — no rep typing required.

Growth

Upsell Campaign Runner

Identifies which customers to upsell and runs the campaign — revenue from the base you already have.

Growth

Contract & Subscription Renewal Reminders

Sends subscription and contract renewal reminders on time — no silent lapses.

Growth

NPS Survey Sender & Tracker

Fires NPS surveys at the right moment and tracks responses — the voice of your customer, not an annual guess.

Growth

Sales Activity Auto-Logging

Logs sales activities from email and calendar automatically — reps sell, they do not type.

Growth

Deal Summary Documentation

Generates deal summaries and documentation automatically — handoffs stop losing context.

Growth

Competitor Mention Alerts

Alerts you the moment a competitor shows up in a customer thread — so you defend before it is lost.

Starter

Lead Capture

Every form fill, inbound email, and integration drops into your pipeline — before your rep opens the CRM.

Starter$30/mo

Lead Scoring & Prioritisation

Ranks every lead by engagement, fit, and conversion likelihood — so your rep works the hottest first.

Starter$20/mo

Deal Stage Progression

Moves deals forward when activity triggers the next stage — no more "forgot to update the pipeline".

Starter

Customer Onboarding

Fires welcome emails, setup tasks, and check-ins the moment a deal closes — first week handled.

Starter

Contact Enrichment

Fills in company data, social profiles, and industry info on every contact — no more blank records.

Starter

Lead Qualification

Qualifies leads by firmographic fit and behavioural signals — unqualified leads never hit your rep.

Starter

Quote Generation

Builds professional quotes from your product catalogue and customer requirements in seconds.

Starter

Quote Follow-up

Chases every pending quote with personalised reminders — stalled deals stop dying in silence.

Starter

Review Requests

Asks for the review at the peak moment — after a win or milestone, not weeks later.

Starter

Customer Birthday Emails

Sends personalised birthday greetings — the retention touchpoint you keep forgetting.

Starter

Lead Routing

Routes each lead to the right rep by territory, expertise, or capacity — no hot lead waits 48 hours.

Starter

Win/Loss Tracking

Records every won and lost deal with the reason — so you stop losing the same deal twice.

Market value of 30 agents in separate tools

$2,000+/month

Included from $97/month with XIntelliSync

Multi-Chain Automation Recipes

Each recipe chains 2-5 agents together in automated workflows.

Lead Capture to First Touch

Starter
Lead CaptureContact EnrichmentLead Scoring & PrioritisationLead RoutingNotify

Lead arrives → enriched → scored → routed to the right rep → rep notified — all before anyone opens the CRM.

Churn Prevention Pipeline

Growth
Customer Health ScorerChurn Prediction & Risk FlaggerCustomer Winback Email SenderNotify

Health drops → churn risk flagged → winback email fires → CSM alerted — before the cancel button gets clicked.

Simple Pricing

All prices in AUD. First month 50% off. No per-agent fees.

Starter

$97/mo

First month $48.50

50 AI agents

Growth

$297/mo

First month $148.50

100 AI agents

Enterprise

$497/mo

First month $248.50

150 AI agents

FAQ

How many CRM Automation agents are included?

30 agents across lead capture, scoring, deal progression, onboarding, churn prevention, winback, nurture, commission, success playbooks, and expansion alerts. Starter runs the core pipeline. Growth adds retention, CLV, deal documentation, and competitor mention alerts. Enterprise adds commission calculation, success playbooks, and expansion intelligence.

Can I replace my existing CRM?

Yes. XIntelliSync ships full CRM — contacts, deals, pipeline — plus 30 automation agents. No separate CRM subscription.

Do agents work with my existing contacts?

Yes. Import existing contacts and deals. Agents start scoring, enriching, and progressing from day one — not after a training period.

Compliance pillars covered by CRM Automation

These CRM Automation agents run inside the regulatory regimes most Australian SMBs hit. Each pillar tells you upfront what XIntelliSync prepares vs what stays your obligation.

Privacy Act / APP / NDB Compliance13 Australian Privacy Principles ExplainedConsumer Data Right (CDR) AustraliaPrivacy by Design for Australian SMBs

30 agents. Included from $97/month.