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AI agents that research, route, and resolve, inside your CRM

We configure and govern Breeze AI agents inside your CRM so they research, route, and resolve real work, with a human always able to check what they did and why.

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Agents we deploy and govern

Every agent is scoped to a real bottleneck your team already feels. Filter by where you want to move first.

Customer agent

Resolves support inquiries across channels using your knowledge base.

  • Omnichannel replies
  • Knowledge base grounded
  • Human handoff rules
Service
Prospecting agent

Finds buying signals, sources contacts, drafts outreach for review.

  • Signal detection
  • Contact sourcing
  • Draft outreach for review
Sales
Data agent

Enriches records and answers custom questions from CRM and web data.

  • Record enrichment
  • Custom Q and A
  • CRM plus web context
Data
Content agent

Turns one piece of content into emails, social posts, and landing pages.

  • Multi-format repurposing
  • Brand voice tuning
  • Campaign-ready assets
Marketing
Custom Breeze workflows

Agent actions built into your own workflows and deal stages.

  • Workflow-embedded actions
  • Deal stage triggers
  • Governed autonomy
RevOps
Process

How we roll AI in, step by step

Agents earn scope as they earn trust. Every step keeps a human in the loop.

  1. 01

    Assess readiness

    Check data quality and process maturity before adding AI on top.

  2. 02

    Select & configure agents

    Match agents to the bottlenecks costing your team the most time.

  3. 03

    Connect workflows & guardrails

    Define what agents can read, write, and escalate.

  4. 04

    Pilot with human review

    Every agent action logged and reviewable before it runs autonomously.

  5. 05

    Scale with audit tracking

    Expand agent scope once accuracy and adoption are proven.

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Early access to what's coming next

HubSpot's AI agents are moving fast, from Breeze Assistant to fully autonomous agents with outcome-based pricing. IV-Lead gets early and beta access to these features, so we test and roll them out to clients before most of the market even sees them. That means your team is never the one waiting for the agency to catch up.

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Selected work

Outcomes we can point to.

Advanced Manufacturing

PCB Technologies

Challenge: Sales lived in HubSpot while operations and revenue lived in Priority ERP - finance spent days on manual reconciliation.

Solution: Two-way HubSpot-Priority sync via Engini with closed-loop reporting - sales and finance now read the same numbers.

60% faster month-end close
HealthTech

Nanox

Challenge: A commercial operating system that had to scale from a small Israeli team to a NASDAQ-listed medical imaging company.

Solution: Sales Hub as the core CRM with hardened deal stages and audit-ready revenue tracking through IPO.

100% audit-ready revenue tracking
Cybersecurity / SaaS

CHEQ

Challenge: A defined enterprise target-account list, but campaigns ran broad and pipeline contribution could not be tracked.

Solution: Account-based campaigns on LinkedIn with budget attribution wired directly into HubSpot pipeline.

3x pipeline lift on target accounts

Book a 30-minute portal audit.

We'll look at your HubSpot together, identify the 3 highest-leverage moves, and tell you honestly whether IV-Lead is the right partner for your organization.

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