AI agents that work inside the tools your business already runs on.
We build, launch and manage AI agents for small B2B companies. They connect to your CRM, email, calendar and accounting tools, do the work for you, and ask before anything risky.
Your agents
AI SDR Agent
Finds your buyers, reaches out and books qualified meetings on your calendar.
AI AE Agent
Works the sales side after a meeting is booked, so deals keep moving.
AI Business Assistant Agent
Answers questions about your business across your tools and does tasks for you.
AI Chief of Staff Agent
An AI chief of staff for founders and CEOs.
Waiting for your approval
A prospect asked a question the agent isn't sure about. It drafted an answer and is waiting for you.
Sound familiar?
You're running a growing company with a small team.
Founders tell us the same three things. Each one is work an AI agent can take off your plate.
The business
“Someone builds the weekly numbers by hand, and I can't get a straight answer from our CRM and accounts together.”
AI Business Assistant AgentYour own time
“My priorities, meetings and follow-ups live in my head and my inbox. Things slip.”
AI Chief of Staff AgentThe agents
Four AI agents. Each one does real work.
Start with the one you need most. Anything risky waits for you to approve.
AI SDR Agent
Finds your buyers, reaches out and books qualified meetings on your calendar.
- Builds lead lists from your ideal customer profile
- Writes and sends personalised outreach in your voice
- Handles replies, with risky ones waiting for your approval
Inbox · Replies
ExampleJordan Miles · Northwind Consulting
Sounds interesting. Does it work with HubSpot? Could we talk next week?
Yes, it works inside HubSpot. Here are three times next week: Tue 10:00, Wed 14:00 or Thu 11:30.
Waiting for your approval
This reply answers a product question, so it waits for you before it goes out.
Intro call · Northwind Consulting
Wednesday, 14:00 · booked on your calendar
Contact, emails and meeting logged in your CRM
AI AE Agent
Works the sales side after a meeting is booked, so deals keep moving.
- Picks up where the SDR Agent hands over
- Works inside your CRM, email and calendar
- Asks before anything risky goes out
CRM · Deals
ExampleNorthwind Consulting
Owner: you
Handed over by the AI SDR Agent
The next step for Northwind is ready.
Waiting for your approval
Nothing goes to the client until you've approved it.
AI Business Assistant Agent
Answers questions about your business across your tools and does tasks for you.
- Works inside Zoho, HubSpot, Salesforce, QuickBooks, Xero and more
- Gives you straight answers from your CRM and accounts together
- Does tasks across those tools
Business Assistant
ExampleHow much did we invoice last month, and which deals should close this month?
From QuickBooks HubSpot
Waiting for your approval
Send payment reminders for the 3 overdue invoices?
AI Chief of Staff Agent
An AI chief of staff for founders and CEOs.
- Your business knowledge in one place
- Keeps track of your priorities
- Helps you stay on top of meetings and follow-ups
Your week
ExamplePriorities this week
- Finish the hiring plan
- Review the Northwind proposal
- Prepare the monthly update
You told Northwind you'd send the proposal by Friday.
Waiting for your approval
A follow-up to Northwind is drafted and ready for you.
Bundles
Need more than one agent? Take them together.
Bundles cost less than buying the same agents one by one. We'll walk you through pricing on a short call.
AI Sales Agent
The AI SDR Agent and AI AE Agent working together, from first message to booked meeting and beyond.
Includes
- AI SDR Agent
- AI AE Agent
AI Growth Agents
All four agents, plus a dedicated support team with 100 hours a month.
Includes
- AI SDR Agent
- AI AE Agent
- AI Business Assistant Agent
- AI Chief of Staff Agent
- Dedicated support, 100 hours a month
Why Apzzo
Agents that fit into how you already work.
Your tools
CRM, email, calendar, accounts
The agent does the work
Sends, books, updates, follows up
You approve what's risky
One click to approve or edit
Done and logged
Everything recorded in your CRM
Works inside your tools
They connect to the CRM, email, calendar and accounting tools you already use. Nothing new to learn.
Takes action, not just answers
They send, book, update and follow up. Anything risky waits for a person to approve.
Done for you, owned by you
We build and run them in your own cloud account. You own the system and the data.
How it works
We do the building. You get an agent that works.
Nothing for your team to set up. The AI SDR Agent, for example, is usually live in about three weeks.
Step 1
Discovery call
We learn how you work, show you the agent and agree what it should do.
Step 2
Setup
We connect your tools, set it up in your own cloud account and test it with your team.
Step 3
Go live
The agent starts working. Anything risky waits for your approval.
Every month
We run it for you
We monitor it, fix issues and make small changes as your business changes.
Timelines depend on the agent and on how quickly we get access to your tools.
Your tools
Connects to the tools you already use.
We connect your tools during setup. Using something not shown here? Ask us on the call.
CRM
- Zoho CRM
- HubSpot
- Salesforce
Email & calendar
- Google Workspace
- Microsoft 365
Accounting
- QuickBooks
- Xero
FAQ
Questions we get on every call.
Other services
Need developers, a custom AI agent or a full project built? We do that too.
See an AI agent working on your business.
Book a discovery call. We'll show you the agent, map it to your tools, walk you through pricing and tell you honestly whether it's a fit.
Runs in your own cloud account · You own the system and the data · Risky actions wait for your approval