Ai Agent
Every lead, client and order lives in your CRM but finding what matters still takes digging. The Bunch AI Agent reads your CRM data live, so you get answers to sales and operations questions the moment you ask, and can act on them instantly.
HOW THE AI AGENT WORKS
From CRM data to decision, in one question
1. Ask a question
Type it like you’d ask a teammate.
Less time in the CRM. More time closing.
Sales and ops teams spend hours a week just searching their own CRM for what’s overdue or unattended. The agent surfaces it without being asked.
95%
faster lead follow-up
2. Get an answer
Pulled from your live CRM data.
3. Act instantly
Turn it into a task, right there.
How we work
From empty workspace to running CRM
No templates to configure, no consultant to book. Here’s exactly how your CRM comes together.
Create your workspace
Sign up and your CRM shell is ready — Leads, Clients, and pipeline views already set up, waiting for data.
Bring in your leads and clients
Import from a spreadsheet or add them one by one every contact, conversation, and deal stage lands in one record.
Set up your team and pipeline
Invite your team, assign roles, and shape your pipeline stages to match how you actually sell.
Start working your deals
Track follow-ups, move deals through stages, and see your whole pipeline on one dashboard live from day one.
WHAT'S INCLUDED
12 modules. All on by default.
No “available on higher plans.” No module-by-module pricing. Everything below is included in every Bunch Lighter subscription, for every user, from the first day.
WHAT TEAMS ARE ASKING THEIR AI AGENT
“I used to spend my mornings scrolling through leads trying to figure out who needed a follow-up. Now I just ask the agent, and it tells me — with the follow-up already drafted.”
“The AI agent caught a client order that had been sitting untouched for four days. We’d have found out when they called to complain. Instead, we called them first.”
“I run a team of twelve and used to lose an hour a day just checking on what everyone was doing. Now I ask one question every morning and get the whole picture.”
“It’s not a chatbot bolted onto a CRM — it actually knows our pipeline. Ask it what’s overdue and it answers like someone who’s been reading our data all along.”
GET IN TOUCH
No pitch. Just a working CRM.
We’ll walk through your modules, your pricing, and how fast your team can be running.