Every AI sales tool on the market assumes you are running Salesforce. If your business runs on ConnectWise, Autotask, or HaloPSA, plus whatever CRM you layer on top, I build and run agents inside that stack instead of asking you to adopt a new one.
You are not migrating off your PSA to get AI agents that work. I build workers directly inside it, reading your records, updating your fields, and watching your pipeline and renewals, so the system of record stays exactly what it already is.
Flags accounts showing upsell or churn risk based on usage and engagement, not gut feel.
Surfaces stalled or quiet deals before they die, so reps can act while there is still time.
Drafts and sends a personalized recap within minutes of the call ending, while it is still fresh.
Pulls attendee, company, and deal history into a one-page brief before every call. No manual digging.
Salesforce in Claude works because Salesforce and Anthropic built it together, for Salesforce data. ConnectWise, Autotask, and HaloPSA do not have that, and most businesses running them also run a separate CRM for the sales side, which no off-the-shelf tool bridges well. I map into both: the PSA that runs service delivery and the CRM that runs sales, because an agent that only sees one side is guessing about the other.
Contract renewals are flagged 90 days out, tied to real usage and ticket data, instead of living in a spreadsheet nobody opens until it is too late.
A mid-market client with stakeholders across IT, security, and finance gets a live org map instead of tribal knowledge that leaves when an account exec does.
Post-call recaps and deal risk flags reach the right system, so sales and service see the same account.
No. The agents are built inside the stack you already run. Your system of record stays your system of record.
Outpost is $5,000 per month on a 12-month term, and entry is the GTM Audit with the agent opportunity map. The audit credits in full toward the engagement.
I do. Weekly tuning, monitoring, and incident response are part of the retainer, so it is not your team's job to notice when something stops working.
Twenty minutes. I look at your ConnectWise and Autotask setup and tell you honestly what is worth automating first. I take on a limited number of engagements at a time.
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