AI Agents
Salesforce AppExchange partner · Claude Partner Network applicant
AI Agents on Salesforce, powered by Claude.
360Asklogix builds AI agents that live inside Salesforce — combining the CRM data you already have with Claude's reasoning to automate the work that eats your team's week: qualifying leads, briefing you before every call, drafting proposals, and keeping your CRM clean. No new system to learn, no data leaving the org you already govern.
Built for any Salesforce team. Specialised for Financial Services.
Most “AI agent” vendors sell you a generic tool for customer support and call it done for every industry. We build the same way — Salesforce-native, Claude-powered — but we go deepest where 360Asklogix comes from: M&A advisory, private equity, and fundraising. If your firm runs deals or capital on Salesforce, partners spend their week chasing data instead of doing deals — target lists live in spreadsheets, call notes live in someone's memory, engagement letters get rebuilt from scratch, and the CRM that's supposed to hold it all together falls out of date within a quarter.
The six agents below are our Financial Services line-up, built and proven on exactly that workflow.
Six agents, one CRM.
Each one is built on the Salesforce/Claude stack we already run in production for M&A and PE clients.
Deal Intelligence Agent
Finds and qualifies target companies before your competitors do.
- Parses LinkedIn, company sites, and deal databases into a scored, structured pipeline
- Generates a one-page AI Deal Intelligence brief per target — sector, signals, fit rationale
- Feeds directly into Salesforce as scored Leads, ready for outreach
Sales & Pipeline Coach Agent
Tells you which deals need attention today, and why.
- Ranks open Opportunities by risk and priority using live CRM data
- Flags stalled deals and drafts the next best action
- Learns each stakeholder's communication style so outreach lands right
Call Intelligence Agent
Captures and summarises every advisor call, IC meeting, and management presentation.
- Real-time transcription with deal terminology handled correctly
- Auto-generated call summaries logged straight to the Opportunity record
- Live translation for cross-border deal teams in English and French
Proposal & SOW Generator Agent
Turns a scoping conversation into a client-ready engagement letter in minutes.
- Parses discovery notes and past engagements into a structured draft
- Applies your firm's templates, fee structures, and terms automatically
- Routes for review inside Salesforce before it goes out the door
CRM Data & Metadata Agent
Keeps Salesforce clean, consistent, and actually trustworthy.
- Automates field, roll-up, and metadata hygiene across Opportunities and Accounts
- Catches data-quality drift before it reaches your reporting
- Built by Salesforce-certified consultants, not a generic RPA bot
Client & LP Concierge Agent
Answers routine investor and client questions instantly, escalates the rest.
- 24/7 first-line response for portfolio company and LP queries
- Multi-language, with compliance-ready audit trails
- Hands off to a human the moment a question needs judgement
Why 360Asklogix
Most firms have to choose between an AI vendor and a Salesforce implementer. We're both.
Salesforce-native, not bolted on.
Our AI Deal Intelligence CRM is listed on the Salesforce AppExchange — these agents run on the CRM data model we already build, not a parallel system you have to sync.
Claude under the hood.
We're building on Claude, and are in the process of joining the Claude Partner Network — the same model family enterprises are standardising on for reasoning-heavy, compliance-sensitive work.
Built for deal teams, by people who run deal pipelines.
We designed these agents around our own M&A and PE CRM products and our own bilingual (English/French) delivery team across London and Paris.
You keep your data.
Everything runs inside your Salesforce org. No new system of record, no data leaving the CRM you already govern.
Not sure which agent to start with?
Most firms start with one — usually Deal Intelligence or CRM Data Hygiene — and expand from there once it's proven inside their own pipeline. A 30-minute AI Readiness Assessment tells you which one, and what it'd take to stand it up in your org.
