Refreshes stale records and drafts banker check-ins that never slip.
Refreshes stale records and drafts banker check-ins that never slip.
Refreshes stale records and drafts banker check-ins that never slip. Refreshes stale records and drafts banker check-ins that never slip.
Who and where
Built by and set up by differ here — that is normal
CRM Agent watches for relationships going quiet and records going stale. It refreshes what it can evidence, drafts the check-in in your voice, and puts both in front of a named person.
Stale is a fact, not a feeling
Last contact, deal stage and thread history decide what is stale — not a reminder someone set and stopped seeing.
Check-in drafted and sent
By a named person, logged against the record
Stale record refreshed
Fields updated from evidence, approved by a person
Quiet relationship surfaced
Ranked by how long and how valuable
Contact logged
So the next check-in knows about this one
Scan
Last contact, stage age, thread silence
Rank
Which relationships are worth a check-in
Draft
The note, in your voice, with the context
Commit
A named person sends; the CRM write journals
What you're buying
Counts as done when
A check-in is drafted against a stale relationship, sent by a named person, and the CRM record is updated with the contact.
Not charged when
The draft is discarded, the relationship was already contacted, or you reject the outcome within 7 days.
If it's wrong
Rework at no charge, or the USD 6 reversed. Tell us within 7 days of the outcome.
Approved by
A named person sends every check-in and commits every CRM write. The agent proposes both.
Override rate — not yet measured
Measured on
Not yet measured — 78 verified outcomes on release 1.4.
Areev-verified performance appears once a release passes 200 verified outcomes.
What it can do to your systems
Can touch
Reversible until
30 days after the write, from its before-image, in one click.
Cannot be undone — an email once sent.
Will not
Send an email on its own, or change a deal's stage without approval.
Your material
Never used to train a model, by Areev or by any model provider. Deleted on request, including caches and logs.
We sign your data-protection agreement — entity and residency statement on the compliance pack.
When it's unsure
It surfaces the relationship for a partner to decide on, rather than sending a check-in that reads wrong.
Abstention rate — not yet measured
SOC 2 Type II with report period, ISO 27001, ISO 42001, the DPA, the sub-processor and model list with 30 days' change notice, and the data-residency statement. Everything your risk assessment needs, in one file.
What you get, beyond the outcome itself.
Named-approver gates
A named person sends every check-in and commits every CRM write. The agent proposes both.
Before-image journal
Every committed write keeps the record as it was, so a mistake reverts in one click for 30 days. Cannot be undone — an email once sent.
Evidence travels with the outcome
Each completed follow-up carries the material it was decided on, exportable as one file so an auditor can re-perform it.
It stops rather than guesses
It surfaces the relationship for a partner to decide on, rather than sending a check-in that reads wrong.
Runs where your data already lives
Your tenant or your tenant. Support connects from the United States only.
Priced on the result
USD 6 per completed follow-up. Work that does not meet the contract is not billable.
CRM
(Deal records, stages, contacts)
Mailbox
(Thread history)
Templates
(Your check-in patterns)
Calendar
(Meeting history)
Contacts
(Bankers and intermediaries)
Custom sources
(Internal data)
Works with the tools you already use.
your tenant
Fastest time to value. Managed by Areev
Customer Cloud VPC
Deploy in your cloud (AWS, Azure, GCP)
On-premise
For maximum control. Your infrastructure
Transparent and simple.
USD 3,000
One-time implementation
Setup, configuration and training
From
USD 400
Monthly platform fee
Based on selected plan
USD 6
Outcome fee
Per completed follow-up
78
of 200 verified outcomes on release 1.4
Until a release passes 200, Areev publishes no accuracy figure for it. No star ratings, no testimonials — the number comes from the ledger or it does not appear.
What will be published
Every figure is exportable, so you can reconcile it against your own systems of record rather than take a dashboard on trust.
The answers are the contract's, not marketing's.
A check-in is drafted against a stale relationship, sent by a named person, and the CRM record is updated with the contact.
Explore the rest of the Hurdle deal-operations shelf.
