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Free · The Agentic CRM Sales Playbook

Leave your CRM. Take the list.

How we switched to an agentic, open-source CRM. Every decision, the architecture, and what changed.

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growth.band/agentic-crm-playbook
Our self-hosted Growth.Band CRM with agents working on deals: a kanban of synthetic deals, BANT scores and agent actions.
HubSpot $2,160 a year, Attio about $2,000, Pipedrive $1,896, crossed out. Now $120 a year, self-hosted.
The same to-do list, now: seven rows taken by agents, two key decisions stay with Ilya.

Full guide · 5 findings · 7 process changes · 4 things to try yourself

What's inside

The whole story, in order

  1. 01What a year of HubSpot, Attio and Pipedrive costs for 2 seats, against $120
  2. 02The switch: chaos or agentic
  3. 03A letter from Ilya, and the post that started it
  4. 04Why we left: me against agents, and AI in the decisions
  5. 05The decision: Max's call, the first week, the stack on Twenty
  6. 06The move, stage by stage: audit, analysis, cleanup, 5 findings, 7 changes
  7. 07BANT: from a look back at past deals to who we write to, with a live scorer
  8. 08Psychotype: how the call decides the follow-up
  9. 09Proposals: personal pages with a Slack demo, tracked on the deal
  10. 10Metrics: the base ones, and the new agentic ones
  11. 11Rules of the game and /day
  12. 12LinkedIn next to email
  13. 13How it looks now, stage by stage
  14. 14Agents alone, or my OK
  15. 15What it costs, with a calculator
  16. +FAQ, and what is still unfinished
The live BANT scorer: four sliders with evidence lines and the total on the deal card, 6.9 (synthetic example).

Interactive

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