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Agos CRM

Companies, deals, quotes and support on one pipeline, with your own AI reading every deal.

Agos CRM home: deals won and open this month, open deals by owner, and a wall of companies marked Needs a look or Needs a move.

Know what is closing this month.

Each stage carries its total, and a deal that sits too long turns red.

The Agos CRM pipeline: Lead, Discovery, Proposal sent and Negotiation, with quiet days marked in red on each deal.

Every deal has a read.

Your AI writes the chance it closes, why, and the next step. Anyone on the team can overwrite it.

A deal in Agos CRM with its amount, stage, contacts and the read written by Claude: 72%, with the reason and the next step.

What your AI does here

It works as you, and anything it would send waits for your Send.

Moving from HubSpot? See what comes across.

Connect your AI in a minute.

It signs in as you, sees what you can see, and every change it makes carries its mark.

  • Acts for you, with your permissions
  • Takes no seat and costs nothing
  • Its edits can be undone for 30 days
  • Never sends an email, decides an approval, exports your data or deletes a workspace
  1. In Claude, open Settings, then Connectors, then Add custom connector.
  2. Name it Agos and paste the address.https://mcp.agos.symph.co/mcp
  3. Click Connect and sign in to Agos as yourself.
  4. Ask it: what needs me today?
  1. Run this once in a terminal.claude mcp add --transport http agos https://mcp.agos.symph.co/mcp
  2. In Claude Code, type /mcp, pick agos and sign in./mcp
  3. Ask it: what needs me today?
  1. Add the server.codex mcp add agos --url https://mcp.agos.symph.co/mcp
  2. Sign in to Agos as yourself.codex mcp login agos
  3. Ask it: what needs me today?

Free for one person.

$14 a member a month, billed yearly, when your team joins.