Sales Tracking Agent that doubles up as a CRM

Name: Sales Tracking Agent that doubles up as a CRM
Availability: InStock
Author: bhasinanant

by bhasinanant·Mar 9, 2026·1 point·1 comment

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AI Analysis

●MidSolve My Problem

AI reads your emails and WhatsApp to auto-update deals, but traditional CRMs already do this.

Strengths

•Zero manual data entry—automatically parses email and WhatsApp conversations
•Transparent AI reasoning shows exactly what was analyzed and why
•Free tier available for individuals testing automated CRM workflows

Weaknesses

•Requires deep email and WhatsApp access raising legitimate privacy concerns
•AI CRM automation is crowded—Clay, Folk, and HubSpot AI already compete here

Post Description

Hey everyone.

I am Anant. Previously used to work at Goldman Sachs, and have worked on a few projects since I decided to go full time bootstrapped.

I also have a family business that is mostly my day job, which involves a very boring non-tech life for the most part involving industrial supplies, manufacturing and a lot of inquiries and sales.

At some point, keeping track of inquiries in email became a choke point for me. What ends up happening is that during busy times, I always end up prioritizing bigger inquiries, but in the long term, this is hazardous for customer relationships.

The answer to my problem is a CRM, but the reason I have never used one prior is because I absolutely can not use my time to update a dashboard.

For the past 4 months I have been building something that solves this problem for me. It is a full featured CRM, free usage is available, even though team functionalities are coming soon.

What it does is it tracks every email, and every whatsapp interaction. Those are the two channels immediately important for me, and automatically keeps track of deals, tasks and contacts, and even sets up reminders that show up and work through the app(Android in Beta).

The result is a platform that works seamlessly, is ZERO data entry(except for calls for now), and works with context on its own, all while not blowing the budget through the roof.

There are a lot of things that I want to integrate sooner rather than later: Google Calendar sync, Agentic Chat for steering(custom workflows and prompt modifications), and deeper integration with reminders.

Focus is purely on a system that works as well as a Human sales assistant would while requiring absolutely zero or very minimal input from me or other users.

Would love to hear your thoughts and what would features would be the difference makers for you in a system like this.

P.S. Does not use OpenClaw or similar projects. Agent Orchestration is custom built, and very modular in nature. Tested over months with my live business data.