Captured, not typed
Records fill in from email, calls and meetings.
Budget · Timeline · Contacts
Valnora & Elric · Agent CRM
UpcomingA CRM that fills itself in.
Agent CRM is designed so records update from email and calls, deals move with your team, and Relays suggest the next step.
Agent CRM is an upcoming AI-native CRM from Valnora & Elric, the company behind Agent Serve. It is designed to capture fields from email and calls, keep the pipeline current, forecast from live data, and let Relays suggest next steps.
Not available yet. Join the waitlist to hear first.
What we are building
The pipeline, always current.
Agent CRM will keep records up to date so your team can spend time with customers.
- 01
Deals that move themselves
Stages, amounts and next steps are designed to update from the conversations your team already has.
- 02
Fields filled for you
Budget, timeline and contacts will be captured from email and calls, with the source attached.
- 03
A forecast you can trust
Forecasts will come from the same governed metrics and dashboards teams use in Agent Serve.
Planned flow
How a deal will keep itself current.
A preview of the planned flow. Agent CRM is not available yet, and the details may change before it opens.
- 1
Capture the conversation
Emails and calls with a prospect are planned to be read as they happen.
- 2
Fill the fields
Budget, timeline and contacts will be filled in on the deal, with the source attached.
- 3
Suggest the next step
A Relay will suggest the next step and draft the follow-up for the owner to approve.
- 4
Roll into the forecast
The forecast is planned to update from the same governed metrics teams use in Agent Serve.
Planned pricing
Agent CRM vs Salesforce: what you’d pay.
Pick a team size and a Sales Cloud edition. Agent CRM is planned from 100k USD a year, unlimited seats, self-hosted.
Salesforce Core · list price$585,000per year · 250 users × $195 × 12 months
Agent CRM · Planned pricing · UpcomingFrom 100k USD / year
- Unlimited seats
- Self-hosted in your cloud
- AI usage: pay as you go for agentic CRM workflows
Indicative difference: $485,000 / year in Agent CRM’s favour at 250 users.
Agent CRM starts below Salesforce Core list price from ~43 users.
Tentative starting price for planned self-hosted deployments; final pricing depends on deployment and usage.
Meanwhile, in legacy CRM
Every feature, one more line item.
Per-seat pricing turns every feature into another line on the bill. Press a few keys on this fictional quote machine and watch the tape grow.
Legacy CRM Pro · quote
- Seat licence × 250$270,000
- Email sync × 250$75,000
Per year$345,000
Plus enterprise?
Legacy CRM Pro QuoteMaster 98
Total / yr$345,000
Agent CRM · planned
- Unlimited seats, self-hostedFrom 100k USD / year
AI usagePay as you go
One line. No seat count, no add-on keys. Agent CRM’s tape stays this short whether you have 250 users or ten times that.
Salesforce prices are public list prices per user/month for Sales Cloud editions, billed annually, as published on salesforce.com on 2026-10-06; excludes add-ons, taxes and negotiated discounts. Salesforce is a trademark of Salesforce, Inc.
Satire of per-seat, add-on-heavy CRM pricing; not any vendor’s price list. Legacy CRM Pro is fictional.
Source: www.salesforce.com/sales/pricing/Designed for
AI-native, not AI-added.
Relays inside
Relays suggest next steps and draft follow-ups for approval.
Revenue Analyst · Support Triage
Built-in BI
Pipeline and forecast dashboards on governed metrics.
Coverage · Win rate · Forecast
Access by design
Row-level security and roles from the start.
Territories · Teams
Planned scenarios
Pipelines Agent CRM is being designed for.
Three planned scenarios in financial services. They describe intended use, not something teams run today.
Lending pipeline
Agent CRM is planned to keep lending deals current from relationship manager email and calls, with forecasts on Agent Serve metrics.
- Client email
- Deal updated
- Next step suggested
- RM approves
Broker and renewal book
Agent CRM will track renewals by broker and suggest which accounts need a call, with territories enforced by Agent Serve row-level security.
- Renewal due
- Account flagged
- Call suggested
- Broker manager reviews
Client relationship records
Agent CRM is designed to fill client records from meetings and email, with Agent Serve Relays drafting follow-ups for adviser approval.
- Meeting held
- Record filled
- Follow-up drafted
- Adviser approves
Examples show what teams can build in Agent Serve. They describe patterns, not named customer deployments.
Planned scope
What Agent CRM is planned to include.
| Status | Upcoming. Not available yet; no release date announced. |
|---|---|
| Access | Join the waitlist through request access. |
| Data capture | Planned to fill fields from email, calls and meetings, with the source attached. |
| Pipeline | Planned deal stages, amounts and next steps that update from conversations. |
| Relays | Planned to suggest next steps and draft follow-ups for approval. |
| Forecasting | Planned pipeline and forecast dashboards on governed metrics. |
| Access control | Planned row-level security and roles from the start. |
Built on
Agent Serve modules Agent CRM will build on.
- Agent CRMTables
Available today: typed tables for records. Planned: Agent CRM records built on the same foundations.
- Agent CRMDashboards & BI
Available today: pipeline dashboards and governed metrics. Planned: Agent CRM forecasts on them.
- Agent CRMRelays
Available today: Relays that ask before they send email. Planned: next steps inside Agent CRM.
- Agent CRMSecurity & compliance
Available today: roles, SSO and row-level security. Planned: the same controls in Agent CRM.
On the roadmap
Where Agent CRM stands.
Questions
About Agent CRM
Is Agent CRM available today?
Not yet. Agent CRM is an upcoming product from Valnora & Elric. Join the waitlist to follow its progress.
Can I track a pipeline in Agent Serve today?
Yes. Agent Serve Tables and Dashboards hold and chart pipeline data today, and the Pipeline tracking dashboard template is a starting point. Agent CRM is planned on top of them.
Will Agent CRM change records without review?
Agent CRM is designed so Relays suggest next steps and draft follow-ups for approval, the same way Agent Serve Relays ask before they send email.
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