About AGI Technologies
Build GTM workflows around clear sales decisions
AGI Technologies designs and builds Clay, HubSpot and AI workflows for B2B teams. We connect account research, enrichment, CRM records and handoffs so sales and marketing can act on reliable context.
The point of the work
Connect research, CRM and follow-up
As companies grow, account research, CRM history and campaign decisions often end up in separate tools. Sales may see a new signal without knowing the account owner or prior conversations. Automating that gap only moves incomplete context faster.
We define target accounts, select the facts worth checking, keep HubSpot records usable, and route relevant context to an owner. The team can inspect the source, review uncertain records, and update the rules as the process changes.
Start with one handoff, a limited record set, and agreed criteria for whether the new process works.
Where we focus
Route account data to the right owner
These parts work best when they are designed together. Each can also be a focused consulting or development engagement on its own.
Clay research and enrichment
Source accounts and contacts, check fit, enrich selected records, and bring relevant changes into view. Keep the reason for each data step clear, including what needs review before it is used.
HubSpot structure and workflows
Define fields, lifecycle rules, ownership, matching, routing, and campaign handoffs so research can become reliable CRM context rather than another ungoverned list.
Bounded AI workflows
Use AI to help with research, qualification, summaries, or drafting where the source and decision boundary are visible. Keep important customer and outreach decisions with the team.
Working together
Start with a real workflow, then decide what to build
We can begin with an introductory call about your current process: where leads come from, what your CRM knows, what your team must still do by hand, and where information gets lost. From there, the scope can be a review, a small working pilot, or a larger implementation.
We identify which decisions can be automated, where a person must review the result, and what the team will maintain after delivery.
Understand the problem
Look at the target customer, existing tools, available data, and the specific outcome the team needs.
Agree on a narrow first build
Choose the records, handoffs, review points, and measures that make the work testable.
Make it usable
Develop the workflow, check exceptions, document decisions, and give the team a way to operate and improve it.
A practical conversation
Bring the problem as it is
You do not need a finished architecture or a long technology brief to get in touch. It is enough to describe the market you serve, the tools you use, and a moment where a good opportunity is missed or a process takes too much effort. We can decide what to change first, including when a process change will solve the problem without new automation.
We document assumptions, data fields, review points and ownership so the team can maintain the workflow after delivery.
Get in touch
Tell us what you are trying to improve
Tell us where account research, CRM data or follow-up breaks down. We can discuss a focused review or first build.