AI data agent
You should not need a spreadsheet to know how your business is doing. Ask the data agent in plain language — "which customers didn't order this month?" — and get the answer from your own CRM in seconds.
Sound familiar?
- Answers about sales are buried in spreadsheets and reports
- Nobody has time to build reports every week
- Decisions are made on gut feeling instead of numbers
What the data agent does
- Answers questions about customers, deals and sales in plain language
- Summarises a customer before a call: history, quotes, open issues
- Spots trends: who stopped buying, which products sell, where deals get stuck
- Prepares a short weekly summary for the owner
- Works only on your own HubSpot data
- Keeps your data inside your HubSpot account
What you get: A ready call list for Sara — from a question that used to take an afternoon in Excel. Example, for illustration.
Who it is for
- Owners who want the picture without spreadsheets
- Wholesalers and distributors
- Companies with many repeat customers
What you prepare
- The questions you ask most about your business
- Clean customer data — we clean and organise it first
- Who should see which numbers
What GrowFlow does
- Sets up the agent in your HubSpot and connects it to your channels
- Trains it on your own material, in your tone
- Tests it on real questions before it goes live
- Reviews and improves it every month
- Tells you honestly when a task is better left to a person
What does it cost?
About 10 HubSpot Credits (~$0.10) per question about a record. Starter includes 500 credits a month, Professional 3,000. We confirm the plan it needs on your account before setup.
HubSpot licence: Starter ~€20 per user / month (monthly or annual billing); Professional ~€100 monthly or ~€90 annually per user, plus ~€1,500 one-time onboarding. See the full HubSpot cost table · GrowFlow plans from €590 / month: see the plans. HubSpot prices change — we confirm them with you in writing before anything is switched on.
Questions
Is it accurate?
It is as accurate as your data. That is why we clean and organise your CRM first, and check answers against the reports.
Does my data leave HubSpot?
No. The agent works inside your own HubSpot account.
Do I need to learn anything?
No. You ask in plain language, as you would ask an assistant.
All smart agents we set up
Start with one agent, one problem. Once it delivers, we add the next.
Want to see it working in your business?
In a free 30-minute call we show you a live example from your industry.
Book a free consultation