GB

AI agent · Customer retention

AI customer retention agent in your CRM

The AI agent analyses your CRM every day, finds customers about to leave and wins them back with personal offers over SMS, email and social media. The team spends less time searching and more on those ready to return.

How to get started
Schools and studiosFitness and subscription servicesRetail with loyalty programmesOnline servicesSales teams

The problem

Sound familiar?

Customers leave unnoticed

While the base is reviewed by hand, some customers slip away.

No time for everyone

Tracking activity and writing to each person is impossible by hand.

One-size-fits-all mailings

Generic messages work worse than personal offers.

Channels are scattered

SMS, email and social media are run separately, with no shared logic.

What it can do

What the agent does

Daily CRM analysis

The agent watches activity and finds those about to leave.

Personal offers

It builds an offer for the specific customer.

Multi-channel outreach

It sends over SMS, email and social media.

Win-back with no manual search

The team works from a ready list, not by hand.

Who it's for

Who it's for

Schools and studios

Fitness and subscription services

Retail with loyalty programmes

Online services

Sales teams

How to get started

How we connect the agent

  1. Step 01

    Intro and access

    We discuss the goals and you open access to the CRM and channels.

  2. Step 02

    Logic setup

    We set who counts as a churn risk and which offers to send.

  3. Step 03

    Trial period

    We test on your base and check the result together.

  4. Step 04

    In operation

    The agent analyses the CRM daily, builds and sends offers.

Pricing

How much it costs

Estimated cost of a typical project. We'll give exact pricing and timelines after a free consultation.

Integrationfrom $2,000
Supportfrom $150/mo

FAQ

Before you connect

What does the AI customer retention agent in a CRM do?

It analyses activity in your CRM every day, finds customers at risk of churn and sends them personal offers over SMS, email and social media itself. At the Dream Team dance school this raised customer win-back by 40%, and communication became twice as fast.

Which channels does the agent use to reach customers?

SMS, email and social media. Offers are built personally for the customer, and the channels and message tone are agreed at the start.

Will the agent replace a manager?

No. The agent takes on the routine: analysing the base, finding customers at risk of churn and sending offers. Decisions on terms and talking to "hot" customers stay with the team.

What access is needed?

Access to your CRM to analyse activity, and to the outreach channels — SMS, email, social media. You decide the scope of access at the start.

How long does it take to launch?

Roughly 4–8 weeks from start to a working environment. The exact timeline depends on your CRM and outreach channels.

How much does the AI retention agent cost?

Implementation from $2,000, support from $150/mo. The final price depends on the CRM, channels and the size of the base. Leave a request and we will prepare a free estimate.

Free consultation

Customers leaving? We’ll price an agent for your CRM

Leave your contact details — we'll help connect the agent and set it up for your processes.

What you'll get from the consultation

Analysis of your businessWe map out the processes where AI will have the greatest impact.
Expert recommendationsWhich type of solution fits: a product, a ready-made solution, or custom development.
A demo of what’s possibleWe show how it works, with examples.
A clear launch planStages, timelines, and the expected outcome.
AI retention agent · from $2,000