AI agents that work like a connected business crew.

Crewlee turns AI agents into specialized workers for the real operating flow of a business: leads, campaigns, inbox, deals, proposals, onboarding, projects, revenue and invoices.

Meet the AI workforce Read the glossary

Specialist roles Shared business context Human approval

1. Connect & ingest

Connect your tools. Crewlee syncs the data.

CRM HubSpot, Pipedrive, Salesforce

Email Gmail, Outlook, Microsoft 365

Calendar Google Calendar, Outlook Calendar

Drive & Docs Google Drive, Notion, OneDrive

Finance QuickBooks, Xero, Stripe

Ads & Analytics Google Ads, Meta Ads, GA4

Support Intercom, Zendesk, HelpScout

More Open API and webhooks

2. The Crewlee AI architecture

Data layer

Live data from connected tools becomes one trusted business record.

Real-time sync
Data validation
Source of truth

Knowledge layer

Company context, playbooks and workspace memory shape the work.

Expert playbooks
Workspace knowledge
Learning context

Intelligence layer

Agents reason through context, choose tools and detect missing inputs.

Context retrieval
Tool selection
Confidence scoring

Decision layer

Recommendations are generated with evidence, risks and next steps.

Structured output
Evidence sources
Risk detection

Action layer

Agents prepare updates, drafts, tasks and handoffs for approval.

Create or update
Draft and generate
Human approval

3. Agent operating system

Agent memory Remembers context per workspace

Tools & integrations Calls tools securely via API

Guardrails & rules Safety, compliance and limits

Evaluator & critic Quality checks before output

Feedback loop Learns from outcomes

4. The crew (19 AI agents)

Olivia Lead Hunter Sales Ethan Sales Coach Sales Sophia Proposal Specialist Sales Lucas Inbox Manager Operations Noah CRM Manager CRM +14 more Specialized agents across every department

5. Outcomes & value

More revenue Find and close higher-quality deals

Save time Automate repetitive tasks and follow-ups

Better decisions Data-driven recommendations

Happier clients Faster responses and better experiences

Full control You approve what matters most

Built-in principles

Agents don't guess. They investigate.
Every recommendation has evidence.
Your data stays private and secure.
You stay in control.

Security & privacy

Role-based access
Approval boundaries
Audit-ready activity
No public-model training

Human in the loop

Sensitive actions need approval
Edit, approve or reject outputs
Full activity visibility

Scalable & extensible

Add your own tools
Create custom agents
Advanced workflows
Open API and webhooks

Business flow

Where AI agents sit in Crewlee

Agents become useful when they live inside the same operating journey as your leads, deals and invoices.

Lead Find, enrich and score demand
Message Classify replies and prepare follow-up
Deal Move opportunities and draft proposals
Operate Coordinate tasks, meetings and delivery
Revenue Track invoices, cashflow and risk

Crewlee model

How Crewlee defines a real AI agent

An AI agent needs more than a prompt. It needs a role, context, permissions, outputs and handoffs.

Role

The agent owns a clear business function, such as lead hunting, inbox management or finance follow-up.

Context

The agent reads CRM records, timelines, task queues and customer data instead of working from isolated chat.

Boundaries

The agent knows what it can prepare safely and what requires approval.

Handoffs

The agent can route work to another Crewlee agent when the next step belongs somewhere else.

Capabilities

What AI agents can do safely

Crewlee separates preparation work from sensitive business decisions.

Agent action	Business example	Control model
Prepare	Draft proposals, replies, briefs, reports and reminders.	User reviews before sending or publishing.
Analyze	Score leads, classify intent, detect risk and summarize revenue.	Signals are visible with context, not hidden as black-box decisions.
Route	Create tasks, hand off work and connect records across agents.	Sensitive ownership, merge and finance decisions require approval.
Watch	Monitor overdue invoices, replies, stale deals and customer health.	Escalations become suggested next actions, not silent changes.

Agent examples

Meet five agents in the Crewlee workforce

Each profile shows the agent's mission, workflow, safe actions and approval boundaries.

Sales Olivia Lead Hunter

Olivia is Crewlee's Lead Hunter. She turns imported lists, manual lead records and campaign segments into cleaner CRM entries with fit, intent, value and risk context attached.

Operations Lucas Inbox Manager

Lucas is Crewlee's Inbox Manager. He turns replies, bounces, meeting requests and customer questions into classifications, CRM context, draft responses and follow-up tasks.

Sales Sophia Proposal Specialist

Sophia is Crewlee's Proposal Specialist. She converts sales context into structured proposal sections, pricing suggestions, approval requests and follow-up tasks.

Finance Emma Revenue Analyst

Emma is Crewlee's Revenue Analyst. She reads pipeline value, campaign performance, customer health, invoice status and cashflow notes to show revenue movement and risk.

Finance Hugo Finance Officer

Hugo is Crewlee's Finance Officer. He tracks invoice status, overdue payments, payment reminders, invoice drafts and finance tasks connected to deals and customers.

Agent directory

Browse by operating area.

Every profile explains the agent's role, workflow, approval boundaries and handoffs inside Crewlee.

Crewlee agents

Dedicated AI workers, not one generic chatbot.

The Crewlee workforce is structured around roles with specific inputs, outputs and human approval rules.

4Sales4Marketing4Operations1CRM2Research2Finance1Support1Procurement

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Olivia Lead Hunter

Meet Olivia, Crewlee's Lead Hunter AI agent for lead enrichment, scoring, segmentation and sales-ready handoffs.