Free · The Agentic CRM Sales Playbook
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How we switched to an agentic, open-source CRM. Every decision, the architecture, and what changed.
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Full guide · 5 findings · 7 process changes · 4 things to try yourself
What's inside
The whole story, in order
- 01What a year of HubSpot, Attio and Pipedrive costs for 2 seats, against $120
- 02The switch: chaos or agentic
- 03A letter from Ilya, and the post that started it
- 04Why we left: me against agents, and AI in the decisions
- 05The decision: Max's call, the first week, the stack on Twenty
- 06The move, stage by stage: audit, analysis, cleanup, 5 findings, 7 changes
- 07BANT: from a look back at past deals to who we write to, with a live scorer
- 08Psychotype: how the call decides the follow-up
- 09Proposals: personal pages with a Slack demo, tracked on the deal
- 10Metrics: the base ones, and the new agentic ones
- 11Rules of the game and /day
- 12LinkedIn next to email
- 13How it looks now, stage by stage
- 14Agents alone, or my OK
- 15What it costs, with a calculator
- +FAQ, and what is still unfinished

Interactive
- Chaos or agentic switch
- BANT scorer
- Psychotype 2x2
- Proposal click-through
- Savings calculator