A CRM that matches what customers said.
Steery’s CRM mission compares each open deal with what customers last said in email, calls and meetings. It finds deals that are out of date and proposes the exact changes to each deal’s owner. It writes to HubSpot, Salesforce, Pipedrive or Attio only after that owner’s Go.
Install the Steery Mac app and iPhone app, then start the mission: read and follow steery.dev/missions/ai-crm-updates.mdWaitlist: 100 places. Your agents run on your own Claude Code, Codex or omp plan.
How it actually works
No new SaaS. Your own Claude Code does the work.
It runs on your machine and your plan, with the MCP servers and CLIs you already use. Steery is the control plane on top: it keeps the work organized and brings you only the calls that matter.
- Your agent
Claude Code, Codex or omp
Does the work on your machine, with your own MCPs and CLIs:
HubSpotSalesforcePipedriveAttioGmailGoogle Calendarcall notesSlack
- Steery
A shared mission table
One table of every item, its owner and its state, shared by your team and its agents. News from your tools wakes your agent.
- You
The calls that matter
Anything outside its rules waits for your Go, signed on your phone.
- Never write to the CRM without the deal owner’s Go on the exact changes.
- Never email or message a customer.
- One row per deal; never two.
One item
Start to finish.
- Hears
A customer says something
Dana at Northwind: “Send the order form, we’re ready to sign.”
From sent mail, meetings, call notes or a customer Slack channel.
- Compares
The CRM is behind
HubSpot still says Demo, next step blank
One row per deal that needs work.
- Asks
The deal owner approves
Update 2 deals in HubSpot? → Kasra: Write both
The exact field changes, with the evidence quoted.
- Lands
The record is true
Northwind · Contract sent · next: order form Fri
Updated a deal, and the out-of-date count drops.
Instead of another subscription
Steery vs Day.ai, Attio or Salesforce
Each of these is one more product to buy and learn. With Steery, the agent you already pay for does the same job, organized.
| What it does | Who acts | Price | |
|---|---|---|---|
| Steery | Keeps the CRM you have true, one approved change at a time | Your own Claude Code, after your Go | Waitlist: 100 places |
| Day.ai | An AI-native CRM built from email and meetings | Day.ai, inside its own CRM | $24, $60 or $200 a month per agent |
| Attio | A flexible CRM with AI features | Workflows you set up | $44 or $99 per user a month |
| Salesforce | The CRM itself, with Agentforce | Salesforce automations | Starter Suite $25, Pro Suite $100 per user a month |
Prices from each vendor’s own page, checked 17 October 2026: Day.ai, Attio, Salesforce.
Questions
Before you start
Is this an AI agent Steery built?
No. Your own Claude Code, Codex or omp does the work, on your machine and your plan, with the MCP servers and CLIs you already use. Steery is the control plane on top: a mission table your team and agents share, news that wakes your agent, and your Go on the calls that matter. You buy no Day.ai or Attio or any other SaaS for this. It is you, your Claude Code and Steery.
Can AI update HubSpot automatically?
This mission proposes each HubSpot update from email, calls and meetings, and writes it after the deal owner’s Go. It never changes a record without that Go.
Which CRMs does it work with?
Any CRM your agents can reach with their own tools: HubSpot, Salesforce, Pipedrive and Attio among them.
Does it email customers?
Never. It reads what customers said and keeps your records true. Outreach is a separate mission.
Is it a new CRM?
No. It keeps the CRM you already have accurate. Your team keeps working where it works today.
More missions
Other outcomes teams run on Steery
A CRM that matches what customers said.
Install Steery on your Mac and iPhone. It runs with the Claude Code you already use.