Reads your live data
Connects to the records your team already works in: deals, payroll, stock, trips, bookings and more.
Interactive Product Sandbox
Every d2bsuite product includes a built-in AI Agent trained for your workflows. Choose an agent and run any scenario to see how it analyzes live data and takes action.
CrmD Agent
Sales & CRM automation

Tracks deal velocity, drafts personalized follow-ups, and predicts revenue across your pipeline.
Run a scenario:
Try it yourself
Choose an agent, pick a question, and read the answer your team would get. Sample data, real workflows.

Tracks deal velocity, drafts personalized follow-ups, and predicts revenue across your pipeline.
Want CrmD Agent working on your real business data?
How it works
Whatever the product, the agent reads the records your team already works in, spots what needs attention, and prepares the next action for you to approve.
An example answer, taken apart
Connects to the records your team already works in: deals, payroll, stock, trips, bookings and more.
Scores every record, compares it with history, and flags what needs attention first.
Drafts follow-ups, orders and alerts, ready for you to review and send in one click.
The agents
Each one is trained on its own product's workflows. Pick one to test-drive it in the sandbox above.
Sales & CRM automation
Tracks deal velocity, drafts personalized follow-ups, and predicts revenue across your pipeline.
Test-drive this agent
HR & payroll automation
Automates multi-entity payroll runs, compliance deductions, attendance audits, and retention insights.
Test-drive this agent
Accounting & close automation
Automates GST/tax reconciliation, vendor bill matching, receivables chasing, and real-time cash flow forecasting.
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Orders, stock & production
Follows every order from quote to invoice, keeps stock levels honest, drafts purchase orders, and spots production shortages before they stop the line.
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Projects, timesheets & helpdesk
Unifies agile sprint tracking, SLA-backed IT/customer helpdesk triage, and billable timesheet utilization.
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Dealership & lot management
Manages vehicle acquisition, refurbishment costs, lot aging alerts, and WhatsApp buyer follow-ups.
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Clinic & pharmacy operations
Digitizes outpatient queues, traditional formulation prescriptions, herbal pharmacy stock, and patient follow-ups.
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Salon & spa management
Automates chair scheduling, no-show deposit protection, stylist commission splits, and lapsed-client rebooking.
Test-drive this agent
GPS tracking & fuel control
Watches every vehicle live, checks tank, pump and tracker against each other, and flags speeding, idling and geofence breaches as they happen.
Test-drive this agent
Start a 14-day free trial with sample or live data, or book a tailored 1-on-1 walkthrough with our product specialists.