CRM & sales operations
Leads arrive on WhatsApp, email, and web forms - then die in someone's inbox because nobody logged them. Olano puts an AI front desk on your pipeline: every enquiry captured, qualified against your criteria, written into your CRM, and followed up with a draft a human approves before it sends. Start with one workflow and be live in days, not months.
A CRM is only useful when it tells the truth, and it only tells the truth when every lead is logged, qualified, and followed up. That is exactly the kind of repetitive, always-on work an agent does well. Olano watches your intake channels, and when an enquiry arrives it runs one consistent lifecycle: capture, qualify, update, draft, report.
The agent grounds every step in your own uploaded documents - qualification criteria, price lists, service descriptions, SOPs - and keeps persistent memory across sessions, so a prospect who replies two weeks later picks up exactly where they left off. Every action lands in an immutable audit trail, so you can always see what changed a record and why.
One managed workflow covers the unglamorous work that keeps a pipeline honest.
Olano listens on 15+ messaging channels - WhatsApp, Telegram, email, SMS, Slack, and more - plus inbound webhooks from your website forms.
Upload your qualification rules, price list, and service scope; the agent applies them consistently to every lead and asks the follow-up questions you would ask.
The agent creates or updates contacts, companies, and deals, moves stages, and logs activity so your records match reality.
Replies and follow-up emails are drafted from the actual conversation and your own materials, then queued for a human to approve, edit, or reject.
Scheduled tasks and proactive monitoring take reporting off your plate entirely.
HubSpot is a first-class toolkit in Olano, with an MCP preset that gets a HubSpot pipeline connected quickly. Salesforce and Google Sheets are also supported - plenty of SMEs run their pipeline in a spreadsheet, and the agent treats it with the same discipline it would give a full CRM.
Under the hood, the platform ships 75+ built-in integrations, each with its own specialist subagent, and a 200+ MCP server library for systems beyond the built-ins. Connector tokens and API keys are encrypted, and each customer's agents run in an isolated workspace.
Olano is human-in-the-loop by design. Trust levels 0-4 (Observer through Developer) set how much an agent may do on its own, and per-category approval gates cover external sends, financial actions, and system changes separately. In practice: research, qualification, and drafting run without friction, while every outbound follow-up waits in a queue for a human yes. An immutable audit trail records every action either way.
Because the agent both writes the records and watches the channels, it can report on the numbers that actually predict revenue: response time to new leads, leads captured per channel, and bookings made. A weekly KPI report on that framing - plus a stale-deal flag - is a typical first setup, delivered on whatever schedule you choose, to email, Slack, or WhatsApp.
HubSpot is a first-class toolkit with an MCP preset, so a HubSpot pipeline connects quickly. Salesforce and Google Sheets are also supported, and the platform ships 75+ built-in integrations overall. If your pipeline lives somewhere else, we check fit during the initial consultation.
Yes. The agent looks up existing contacts and deals before writing, updates the matching record instead of creating a duplicate, and logs every change to an immutable audit trail so you can see exactly what changed and why.
No. Anything outbound waits for approval by default: follow-up emails and messages are queued as drafts for a human to approve, edit, or reject. Read-only work such as research, qualification, and drafting runs without gates, and trust levels 0-4 let you loosen specific steps later as confidence grows.
Any schedule you choose. Scheduled tasks and proactive monitoring handle recurring jobs, so a Monday-morning pipeline summary, a daily new-leads digest, and a weekly KPI report covering response time, leads captured, and bookings made are all typical setups.
Most single workflows are live within 1-2 business days of onboarding; bigger rollouts take 1-3 weeks. Every Olano engagement is scoped individually - pricing reflects the workflows involved, required integrations, operating volume, deployment architecture, and ongoing management requirements. Following an initial consultation, we provide a fixed proposal before any work begins. AI usage runs within hard spending controls agreed in advance, and access is never priced per seat.
The CRM assistant pairs naturally with the workflows that feed it.
Answer enquiries on WhatsApp 24/7 with an agent grounded in your own knowledge - the front of the same funnel.
Catch the enquiries that arrive after hours or go unanswered, and turn them into logged, followed-up leads.
Turn qualified leads into confirmed appointments, with reminders that cut down on no-shows.
Book a consultation. We map your lead-to-follow-up workflow, quote the build before any work starts, and get you live in days, not months.
