Skip to content
EosHQ
Book a Demo

Agentic CRM, outbound and project management

Win business.
Deliver projects.
Just ask EosHQ.

Manage leads, run outbound campaigns, and coordinate client projects from WhatsApp or Slack. EosHQ keeps the records and carries out the work, with approvals where you need them.

See EosHQ in actionExplore the conversation

For services businesses that win and deliver client work.

EosHQ ChatWhatsApp · Slack · Web
Illustrative conversation

Create an opportunity for Northstar’s implementation. Value $24,000, expected close October 15.

Which Northstar company should I use: Northstar Consulting or Northstar Engineering?

Northstar Engineering.

Example recordNorthstar implementation
Company
Northstar Engineering
Value
$24,000
Expected close
October 15

Illustrative examples. Available actions depend on your setup and permissions.

01 Start conversations02 Manage opportunities03 Deliver the work

Win business

Find prospects. Keep opportunities moving.

Outbound Campaigns

Describe your audience and offer. Prepare personalized sequences, manage replies, and keep the next action in view.

Explore Outbound Campaigns

CRM & Sales Pipeline

Keep leads, companies, contacts, opportunities, and follow-up together. Ask for context and update records through Chat.

Explore CRM & Sales Pipeline

Deliver the work

Keep client projects moving.

Plan the project, assign the work, and see what needs attention. Your team can ask about deadlines, update tasks, and record time in conversation.

  • Projects, tasks, owners, dates, and dependencies
  • Staffing, workload, and project-health reviews
  • Time tracking and invoice preparation
Explore Project Management ↗
EosHQ project-health response in the web Chat interface
Project-health context in EosHQ Chat.

Work through conversation

The records stay useful because the work gets recorded.

Ask

Get the customer, opportunity, or project context you need. EosHQ asks you to clarify ambiguous records.

Act

Create records, update tasks, log time, and run your organization’s published Agents.

Follow through

Return to the underlying records, activity, and run history to see the result.

Control and connection

Choose what EosHQ can do for your team.

Your access rules still apply.

Connected members work within their organization’s permissions. Configure Agents and approval policies around the actions your team wants to delegate.

Explore AI Agents ↗

Start with your working channels.

Connect WhatsApp or Slack to EosHQ. Use the web app for setup, visual planning, administration, and detailed review.

Explore EosHQ Chat ↗

Your work, in conversation

Bring a sales opportunity or a client project.

See how EosHQ handles the next step, keeps the records, and puts you in control.

See EosHQ in action