Agent88 builds private workflow agents that help Hong Kong teams capture enquiries, prepare follow-ups, maintain lightweight CRM context, and keep opportunities moving — with human approval before important client-facing messages.
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A CRM follow-up agent is a managed AI workflow that keeps track of enquiries, conversations, next actions, due dates, owners, and proposal status across the channels where work actually happens.
It is not just CRM software and not an auto-reply bot. The useful agent prepares the work: summaries, reminders, draft replies, update notes, and escalation prompts. A human approves sensitive messages before they go out.
Summarize WhatsApp, email, form, or referral enquiries into a clean lead note with client context and source.
Draft replies, meeting requests, reminders, and next-step messages for human approval before sending.
Maintain opportunity status, owner, due date, last touch, next action, and proposal stage without demanding heavy CRM discipline.
Flag stale conversations and prepare context-aware nudges that sound like the business, not a generic bot.
Turn call notes into action items, quote assumptions, proposal outlines, and CRM updates.
Push pricing, legal, financial, or delicate client issues to a human instead of auto-sending.
Many small teams do not have a CRM problem first. They have a continuity problem: too many channels, too much context in people’s heads, and no consistent next-action rhythm. Agent88 starts with that operating reality.
Need follow-up discipline but do not want a full CRM project.
Need pipeline visibility and next actions from messy real-world communication.
Need to move from enquiry to brief, proposal, approval, and delivery without losing context.
Need careful client communication with approval-first boundaries.
Agent88 can review one real lead path and propose a CRM follow-up agent with clear human approval boundaries.
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