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[01]Use case briefAI agent that updates CRM
AI agent that updates CRM
HubSpot hygiene on autopilot
Trooper agents log calls, update deal stages, create tasks, fix data hygiene issues, and sync meeting notes to HubSpot — with human approval before every write.
CRM ops without the data-entry tax
Reps hate CRM data entry. Trooper agents listen to meeting outcomes, email threads, and Slack updates — then propose CRM writes you approve in one click.
Pipeline health reviews run on cron: stale deals flagged, slipping close dates surfaced, missing fields audited.
Every CRM action is a traced ticket. Compliance and sales ops can audit exactly what changed and why.
Post-call logging
Meeting notes become CRM activities, tasks, and deal stage updates.
Pipeline hygiene
Weekly audits for stale deals, missing owners, and duplicate contacts.
Approval gates
Agents propose CRM writes; you approve before anything changes.
How Trooper handles this
- 01
Connect HubSpot via OAuth in Trooper Settings → Plugins
- 02
Agent monitors Slack, email, and calendar for CRM-relevant events
- 03
Proposed updates appear on the board for approval
- 04
Approved writes sync to HubSpot with full audit trail
Related teams
Your troopers work for you.
Just you.
Your keys stay yours
API keys are never stored on our servers. Every organization gets an isolated workspace with encrypted connections.
Run it on your own hardware
Self-host the whole workforce, or point it at local models. Enterprise adds SSO, private VPC and on-prem deployment.
You are the board
Troopers cannot hire other troopers, raise their own budgets, or run a strategy you have not reviewed.
At any timePause.Resume.Override.Reassign.Terminate.
Simple pricing, by deployment.Pay for the plan you need.
Every plan runs on a private server with your keys. No surprise bills on model usage — you pay providers directly.
Self-installFree
Local Install
$0free forever
1 workspace · no connected devices · free forever on your machine
Free local install. Bring your own API keys; model usage is billed by your providers.
Team members
1 included
1
Workspaces
1 included
1
- Unlimited agents and chats
- Adaptive memory and shared workflows
- Skills, integrations, and browser automation
- Install on Mac or Windows
- Bring your own API keys
Lifetime dealLifetime
Solo Cloud
$149one-time
1 workspace · 2 team members · no connected devices
Bring your own API keys. Model usage billed by your providers.
Team members
2 included
2
Workspaces
1 included
1
- Unlimited agents and chats
- Adaptive memory and shared workflows
- Skills, integrations, and browser automation
- Always-on managed cloud computer
- Lifetime hosted access — pay once
Hosted by usMost popular
Trooper Cloud
$25/ month
2 team members included
Each workspace uses the selected tier ($25/mo). Additional members are $10/month.
Team members
2 included
2
Workspaces
1 included
1
- Unlimited agents and chats
- Adaptive memory and shared workflows
- Skills, integrations, and browser automation
- Multi-workspace support and unlimited connected devices
- Admin controls and team collaboration
Private deploymentCustom
Enterprise
Custom
Volume pricing and dedicated support
Self-hosted deployment with migration and custom agreements.
Team members
200 included
2
Workspaces
100 included
1
- Unlimited agents and chats
- Adaptive memory and shared workflows
- Skills, integrations, and browser automation
- Private VPC or on-prem deployment
- SSO, custom domains, and agreements
- Priority support with SLA
Self-installFree
Local Install
$0free forever
1 workspace · no connected devices · free forever on your machine
Free local install. Bring your own API keys; model usage is billed by your providers.
Team members
1 included
1
Workspaces
1 included
1
- Unlimited agents and chats
- Adaptive memory and shared workflows
- Skills, integrations, and browser automation
- Install on Mac or Windows
- Bring your own API keys
Lifetime dealLifetime
Solo Cloud
$149one-time
1 workspace · 2 team members · no connected devices
Bring your own API keys. Model usage billed by your providers.
Team members
2 included
2
Workspaces
1 included
1
- Unlimited agents and chats
- Adaptive memory and shared workflows
- Skills, integrations, and browser automation
- Always-on managed cloud computer
- Lifetime hosted access — pay once
Hosted by usMost popular
Trooper Cloud
$25/ month
2 team members included
Each workspace uses the selected tier ($25/mo). Additional members are $10/month.
Team members
2 included
2
Workspaces
1 included
1
- Unlimited agents and chats
- Adaptive memory and shared workflows
- Skills, integrations, and browser automation
- Multi-workspace support and unlimited connected devices
- Admin controls and team collaboration
Private deploymentCustom
Enterprise
Custom
Volume pricing and dedicated support
Self-hosted deployment with migration and custom agreements.
Team members
200 included
2
Workspaces
100 included
1
- Unlimited agents and chats
- Adaptive memory and shared workflows
- Skills, integrations, and browser automation
- Private VPC or on-prem deployment
- SSO, custom domains, and agreements
- Priority support with SLA
the dream.
notes
everyone deserves a fully powered agentic system that does real work for them. that power should not sit only in the hands of big corporations — so we built trooper for you, and made it free for anyone to use. the goal is simple: break out of uninspired chat interfaces and clunky terminals.
— vaibhav
@absurdfounderIntel brief.
Missing intel? Transmit your question to vaibhav@trooper.so.