Agree raises $11M to Launch AI Agents that Run Your Revenue Stack
CRM, accounting, and communication tools synced automatically — data flows in real time while your team focuses on closing deals.
Contacts, companies, and deal data sync bidirectionally with HubSpot and Salesforce. Enter data once, see it everywhere.
Invoices, payments, and customers sync to QuickBooks — with PDFs attached. Your books are always up to date.
Slack notifications on signatures, payments, and milestones. No one has to check dashboards.
Webhooks fire on every event — signatures, payments, invoice changes. Connect to any system you need.
Traditional workflow
Duct tape and exports
Manually export data from CRM into spreadsheets
Contract terms retyped into billing system by hand
Broken integrations found only after failure
Customer data siloed across disconnected tools
Agentic workflow
Connected by default
CRM contacts, deals, and terms sync automatically
Agreement terms flow into billing directly
Health monitoring alerts you before syncs break
Single source of truth across your entire stack
Data flows automatically. You don't manage integrations — they just work.
Agree and your CRM stay in sync so sales and finance are looking at the same contacts, companies, and terms. No re-entry, no "which system is right?"
Invoices and payments in Agree flow to QuickBooks so the books reflect what was signed and collected. Finance and sales looking at the same data.
Signatures, payments, and milestones show up in Slack so no one has to switch to a dashboard. Revenue events in the channels where your team already is.
Agree orchestrates contracts, billing, and revenue—so you don't have to.
15–30 min · No forms · No pressure
