Pipeline Pulse runs the operational layer of your CRM — auditing deals, enforcing your data rules, flagging what's broken — every hour, on the Salesforce or HubSpot org you already have.
Read-only access · Findings in days · No install, no obligation
Each agent runs on a schedule inside your existing CRM — no dashboards to check, no reports to pull. Pick the ones that match your pain. Most clients start with one and add from there.
Your pipeline stays clean without anyone touching it.
A Monday brief your revenue leader actually reads.
Board numbers you can actually defend.
Stop paying salespeople to do data entry.
Speed-to-lead without the spreadsheet triage.
Quality that never regresses to next quarter's cleanup.
Renewals get worked, not discovered.
Fewer alerts, and the ones left actually matter.
The prospecting engine behind Soleil's own pipeline.
All monthly retainers include monitoring, tuning, and reasonable scope evolution — agents get smarter about your business over time, and month-to-month terms mean the agents earn their keep or they're gone.
Agents operate with explicit permission boundaries — read-only where you want caution, human approval gates on anything irreversible, and full audit trails on everything they touch. Because it's just me, the person who builds your agent is the person who answers when you want it to do more.
Pick the agent, define its guardrails, set the permission boundaries. Usually 30–45 minutes — and you leave with a concrete quote.
I deploy and tune the agent against your org. Fixed fee, defined deliverable, clear timeline. Your free audit report arrives within days of access, and most single agents are live in production inside two weeks of scoping — including a shadow week where I personally review every report before your team relies on it.
The agent works. I monitor, tune, and answer when you want it to do something new. Direct access — no account managers.
Agent projects usually die in security review, so this one is designed for it.
The agents run standalone on your own stack. No new software seats, no Salesforce Agentforce SKUs required, nothing billed to a third-party AI platform you don't control.
Salesforce access is through a connected app your admin creates, controls, and can revoke at any time. Write permissions exist only where you've explicitly signed off, scoped narrowly, with every change logged and reversible.
Reports go only to the recipients you designate. The agents store none of your Salesforce data at rest. If your security team has questions beyond that, they talk directly to the person who built the system — me.
Pipeline Pulse sweeps your pipeline on a schedule and checks each deal against the rules you described in plain English. Clean records pass silently. Anything that breaks a rule gets flagged, attributed to an owner, and rolled up to you.
Free audit · read-only access · findings in days
The best demo isn't a slide deck — it's your own org. I'll run a read-only Pipeline Hygiene Agent pass against your Salesforce and hand you the report: what's stale, what's inflating your pipeline, what your forecast is really built on.
Read-only. No records modified. If the findings aren't worth acting on, it cost you one meeting.
Tell me what hurts and I'll come back with a recommendation — starting with the free read-only Pipeline Hygiene Audit.
✓ Got it — Max will reply within one business day
Meanwhile: the Agentforce-tax white paper covers the market math, and pricing is fully public.