Does the Really Simple Systems CRM agent actually execute tasks?

Yes. Unlike suggestions or copilots, DoMyWork executes the task across your apps. It doesn't just suggest a follow-up; it drafts the email and logs it in your CRM.

How is this different from native CRM AI?

Native AI in Really Simple Systems CRM usually stays inside the CRM. DoMyWork acts across your entire stack, moving data between your CRM, email, Slack, and spreadsheets.

Is this just another automation tool like Zapier?

Zapier requires you to build logic steps. DoMyWork uses an AI agent that understands your plain English instructions and handles the execution logic for you.

Can I monitor what the agent does?

The agent works on your behalf. You can set it to run on a schedule or trigger, and it provides a summary of every action taken in your Really Simple Systems CRM.

Security is our priority. We use secure integrations to access your Really Simple Systems CRM data only to execute the tasks you have explicitly authorized.

Can the agent connect Really Simple Systems CRM to other apps?

Yes. The agent is built to bridge Really Simple Systems CRM with 1,500+ other apps, ensuring your data flows exactly where it needs to go.

AI Agent for Really Simple Systems CRM

Qualify, enrich, and progress your sales opportunities automatically. DoMyWork AI agents work with Really Simple Systems CRM and 1,500+ apps to turn your CRM data into closed deals.

Find all contacts in my CRM without a phone number and search the web to fill them in

Draft a follow-up email in Gmail for every lead that hasn't been contacted in 5 days

Summarize the last 3 interactions for my top 5 open deals and post to Slack

Check my CRM for duplicate companies and merge the records

Identify deals that have been in the 'Prospecting' stage for over 30 days

Create a report of all new leads added this week and email it to the sales manager

Agent for

Really Simple Systems CRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Get every contact, deal, and follow-up working for you

Enrich CRM records, draft follow-ups, identify stale deals, and update your pipeline.

42 contacts enriched with numbers

Catch up on every lead from last week that nobody followed up on

"Check last week's leads in Really Simple Systems CRM, see who hasn't been contacted, and draft a follow-up email in Gmail for each one. Post the list to Slack when done."

Send Message

Find the deals that have quietly stopped moving

"Scan my open deals in Really Simple Systems CRM for any that haven't had a status change in 21 days and flag them for review."

Send Message

Enrich incomplete contact records with web data

"Find all contacts in Really Simple Systems CRM missing a job title or company website, search the web to find this info, and update the records."

Send Message

Draft responses to urgent sales inquiries

"Check my inbox for emails from prospects in Really Simple Systems CRM and draft responses based on their last interaction."

Send Message

Summarize deal history for upcoming meetings

"Pull the last 5 notes from Really Simple Systems CRM for all my meetings tomorrow and create a briefing document."

Send Message

Got a different task in mind? Describe it

Send Message

Clean up contact lists for better email delivery

"Identify contacts in Really Simple Systems CRM with invalid email formats and tag them for removal."

Send Message

Segment leads based on recent web research

"Research the industries of my new leads in Really Simple Systems CRM and update their category field."

Send Message

Identify high-intent leads from recent interactions

"Scan interaction logs in Really Simple Systems CRM for keywords like 'pricing' or 'demo' and add them to a priority list."

Send Message

Draft personalized outreach for new signups

"Find new contacts added to Really Simple Systems CRM today and draft a welcome email in Gmail."

Send Message

Report on lead source performance

"Calculate the number of new leads per source in Really Simple Systems CRM and summarize the findings in a sheet."

Send Message

Got a different task in mind? Describe it

Send Message

Identify accounts at risk of churning

"Look for accounts in Really Simple Systems CRM with no activity in 60 days and flag them for a health check."

Send Message

Summarize customer feedback from support tickets

"Review recent ticket notes in Really Simple Systems CRM and extract the top 3 common complaints."

Send Message

Draft renewal reminders for expiring contracts

"Find all accounts in Really Simple Systems CRM with contract end dates in the next 30 days and draft a renewal email."

Send Message

Update customer records after onboarding calls

"Take the meeting notes from my last 5 onboarding calls and update the relevant account fields in Really Simple Systems CRM."

Send Message

Flag accounts with pending support issues

"Check for open support tickets linked to high-value accounts in Really Simple Systems CRM and alert me."

Send Message

Got a different task in mind? Describe it

Send Message

Standardize company names in the CRM

"Review company names in Really Simple Systems CRM and fix common typos or inconsistent formatting."

Send Message

Audit CRM data for missing information

"Find all records in Really Simple Systems CRM missing mandatory fields and create a report of what needs fixing."

Send Message

Merge duplicate contact records

"Detect duplicate contacts in Really Simple Systems CRM based on email address and merge them into the oldest record."

Send Message

Sync CRM data to internal spreadsheets

"Export all new deals from Really Simple Systems CRM to a Google Sheet for weekly reporting."

Send Message

Validate contact phone numbers

"Check phone numbers in Really Simple Systems CRM for correct length and format, flagging any that look wrong."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Really Simple Systems CRM AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Really Simple Systems CRM AI Agent

🛸 Autopilot

Act on your CRM data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new entries, validate data, and trigger follow-ups before you even open the CRM.

Setting up an autopilot is too easy

New contact is created in Really Simple Systems CRM

Describe...

1. Qualify new leads the moment they arrive

WhenNew contact is created in Really Simple Systems CRM

Then

Research the company, check if they meet our ICP, and update the lead score in the CRM.

Put on Autopilot

2. Send a personalized welcome to new prospects

WhenNew contact is created in Really Simple Systems CRM

Then

Draft a welcome email in Gmail based on their industry and company size.

Put on Autopilot

3. Alert the team to high-value deal changes

WhenRecord is updated in Really Simple Systems CRM

Then

If the deal value is over $10k, post a summary of the change to Slack.

Put on Autopilot

4. Catch up on daily deal progress

WhenEvery day at 08:00 AM

Then

Summarize all deals closed yesterday and email the report to the sales manager.

Put on Autopilot

5. Flag deals that have gone cold

WhenEvery Monday at 09:00 AM

Then

Check for deals with no status change in 30 days and flag them for review.

Put on Autopilot

1. Enrich new leads with social data

WhenNew contact is created in Really Simple Systems CRM

Then

Find the lead's LinkedIn profile and add the URL to the CRM record.

Put on Autopilot

2. Route leads to the right campaign

WhenNew contact is created in Really Simple Systems CRM

Then

Analyze the lead source and tag them with the correct campaign in the CRM.

Put on Autopilot

3. Notify marketing of new high-intent leads

WhenNew contact is created in Really Simple Systems CRM

Then

If the lead mentions a specific product, alert the marketing team in Slack.

Put on Autopilot

4. Clean up new contact data

WhenNew contact is created in Really Simple Systems CRM

Then

Format the phone number and capitalize the name fields.

Put on Autopilot

5. Send weekly campaign performance summaries

WhenEvery Friday at 04:00 PM

Then

Summarize lead growth by source and email the team.

Put on Autopilot

1. Welcome new customers automatically

WhenNew contact is created in Really Simple Systems CRM

Then

Send a personalized onboarding email in Gmail.

Put on Autopilot

2. Flag churn risks early

WhenRecord is updated in Really Simple Systems CRM

Then

If the account status changes to 'At Risk', notify the success manager in Slack.

Put on Autopilot

3. Check for pending support issues

WhenEvery day at 09:00 AM

Then

List all open support tickets for high-value accounts.

Put on Autopilot

4. Update customer health scores

WhenRecord is updated in Really Simple Systems CRM

Then

Recalculate the health score based on recent activity.

Put on Autopilot

5. Send monthly account reviews

WhenEvery 1st of the month at 09:00 AM

Then

Summarize usage stats and email the account owner.

Put on Autopilot

1. Validate new contact information

WhenNew contact is created in Really Simple Systems CRM

Then

Check if the email is valid and flag if not.

Put on Autopilot

2. Sync new deals to central reports

WhenNew deal is created in Really Simple Systems CRM

Then

Add the deal details to the master Google Sheet.

Put on Autopilot

3. Detect duplicate records

WhenNew contact is created in Really Simple Systems CRM

Then

Check for existing contacts with the same email and flag for merging.

Put on Autopilot

4. Monitor data quality

WhenEvery day at 06:00 PM

Then

Find all records missing critical fields and email a report.

Put on Autopilot

5. Backup CRM data

WhenEvery Sunday at 12:00 AM

Then

Export all CRM records to a secure storage folder.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Really Simple Systems CRM

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Lead Qualification Playbook

FormCollect data with form

1. Enter Lead Details

Enter Lead Details

Fill fields below 👇

Lead Name *

Email *

Company *

AI AgentExecute agent from playbook

2. Research Company

Agent

Find company size, industry, and LinkedIn for {{Company}}.

AI AgentExecute agent from playbook

3. Score Lead

Agent

Score lead against ICP and write a reason.

4. Update CRM

Update RecordinReally Simple Systems CRM

Lead Qualification Playbook

Qualify new leads in one click.

Clone This Playbook

Deal Briefing Playbook

Prepare for a deal meeting.

Clone This Playbook

Lost Deal Analysis Playbook

Review why a deal was lost.

Clone This Playbook

Competitor Research Playbook

Research a competitor.

Clone This Playbook

Meeting Follow-up Playbook

Follow up after a meeting.

Clone This Playbook

Campaign Launch Playbook

Launch a new campaign.

Clone This Playbook

Content Promotion Playbook

Promote a new blog post.

Clone This Playbook

Webinar Follow-up Playbook

Follow up with webinar attendees.

Clone This Playbook

Survey Analysis Playbook

Analyze survey results.

Clone This Playbook

Lead Nurture Playbook

Set up a nurture track.

Clone This Playbook

Onboarding Playbook

Onboard a new customer.

Clone This Playbook

Health Check Playbook

Perform a health check.

Clone This Playbook

Renewal Playbook

Manage a renewal.

Clone This Playbook

Feedback Collection Playbook

Collect feedback.

Clone This Playbook

Escalation Playbook

Handle an escalation.

Clone This Playbook

Data Cleansing Playbook

Clean up CRM data.

Clone This Playbook

Duplicate Merge Playbook

Merge duplicates.

Clone This Playbook

Field Mapping Playbook

Map fields.

Clone This Playbook

User Provisioning Playbook

Provision a user.

Clone This Playbook

System Audit Playbook

Audit system.

Clone This Playbook

1500+ App Integrations

Connect Really Simple Systems CRM + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

You Need A Budget (YNAB)

Wix

Accredible Credential

Box

Cisco Webex (Meetings)

GREEN-API (In Review)

Clio Grow

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New contact is created in Really Simple Systems CRM

Then

Recurring Work on autopilot

Autopilot

Lead Qualification

Enter lead email

Research company

Update CRM record

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Really Simple Systems CRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Really Simple Systems CRM AI Agent

It is an autonomous agent that connects to your Really Simple Systems CRM and 1,500+ other apps to perform tasks, enrich data, and execute workflows without manual input.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Really Simple Systems CRM

Get every contact, deal, and follow-up working for you

Catch up on every lead from last week that nobody followed up on

Find the deals that have quietly stopped moving

Enrich incomplete contact records with web data

Draft responses to urgent sales inquiries

Summarize deal history for upcoming meetings

Got a different task in mind? Describe it

Clean up contact lists for better email delivery

Segment leads based on recent web research

Identify high-intent leads from recent interactions

Draft personalized outreach for new signups

Report on lead source performance

Got a different task in mind? Describe it

Identify accounts at risk of churning

Summarize customer feedback from support tickets

Draft renewal reminders for expiring contracts

Update customer records after onboarding calls

Flag accounts with pending support issues

Got a different task in mind? Describe it

Standardize company names in the CRM

Audit CRM data for missing information

Merge duplicate contact records

Sync CRM data to internal spreadsheets

Validate contact phone numbers

Got a different task in mind? Describe it

How Does a Really Simple Systems CRM AI Agent Work

Act on your CRM data the moment it changes — with agents on autopilot

1. Qualify new leads the moment they arrive

2. Send a personalized welcome to new prospects

3. Alert the team to high-value deal changes

4. Catch up on daily deal progress

5. Flag deals that have gone cold

1. Enrich new leads with social data

2. Route leads to the right campaign

3. Notify marketing of new high-intent leads

4. Clean up new contact data

5. Send weekly campaign performance summaries

1. Welcome new customers automatically

2. Flag churn risks early

3. Check for pending support issues

4. Update customer health scores

5. Send monthly account reviews

1. Validate new contact information

2. Sync new deals to central reports

3. Detect duplicate records

4. Monitor data quality

5. Backup CRM data

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Lead Qualification Playbook

Deal Briefing Playbook

Lost Deal Analysis Playbook

Competitor Research Playbook

Meeting Follow-up Playbook

Campaign Launch Playbook

Content Promotion Playbook

Webinar Follow-up Playbook

Survey Analysis Playbook

Lead Nurture Playbook

Onboarding Playbook

Health Check Playbook

Renewal Playbook

Feedback Collection Playbook

Escalation Playbook

Data Cleansing Playbook

Duplicate Merge Playbook

Field Mapping Playbook

User Provisioning Playbook

System Audit Playbook

Connect Really Simple Systems CRM + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Really Simple Systems CRM AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Really Simple Systems CRM AI Agent