Agentic CRM

AI-powered CRM with autonomous agent "Todd" running campaign-driven daily cycles: research, draft, send, follow-up — with built-in safety rails.

Internal Systems
Todd Outreach CRM

The Problem

Traditional CRM systems are passive databases. You have to remember to follow up, write emails, research prospects, and update the pipeline. In a small team things fall through the cracks — deals disappear, follow-ups are missed, and the sales cycle stretches.

The Solution: Todd

Todd is an autonomous AI agent that runs the entire outreach cycle. Campaigns define ICP, messaging, and volume targets. Todd then works independently — but with a human approval loop for everything that gets sent.

Daily Autonomous Cycle

09:00

Research

Identify and enrich prospects matching campaign ICP.

10:00

Draft

Write personalized emails based on research. Queued for approval.

14:00

Follow-up

Create follow-up drafts (day 4 and day 10) for unanswered threads.

30 min

Polling

Monitor inbox. Classify replies (positive/negative/unsubscribe).

Safety Rails

Todd has hard limits built into the code — no configuration can override them:

Max 15 sends per day
Max 3 emails per contact total
Max 3 per company per week
Business hours only
Auto-unsubscribe on keywords
Human approval required for all drafts

Integrations

Gmail

OAuth-based sending and inbox polling. Replies auto-classified.

Telegram

One-way notifications: drafts ready, hot replies, daily report, errors.

Campaigns

Define ICP, messaging, volume. Only active campaigns get worked.

Why agentic?

The system flips the responsibility: Todd acts, you approve. The result: consistent outreach every day, personalized emails without manual writing, and zero missed follow-ups. What previously required a full-time SDR now happens autonomously — with better quality.