AI agents for b2b saas companies
AI agents alongside Salesforce, HubSpot, and Stripe. Lead routing, renewal prep, and CRM hygiene run so revenue teams sell and retain instead of updating fields.
Systems of record this works alongside
Starter workflows
Lead routing and enrichment
Enrich the inbound lead, score it against the ideal-customer profile, route it to the right rep on the rules, and draft the first-touch outreach, so leads get worked fast and the CRM starts with a complete record.
Renewal and churn-risk prep
Ahead of each renewal, assemble the account's usage, support, and billing signals into a health view, flag the churn risks, and draft the renewal plan for the customer success manager. Renewals stop being a surprise.
CRM hygiene
Keep Salesforce or HubSpot current by drafting the field updates after each meeting and email, flagging stale opportunities, and reconciling the pipeline against reality, so the forecast is built on data the team can trust.
Billing and dunning support
Reconcile subscription and invoice data across Stripe and the CRM, surface failed payments and billing mismatches, and draft the dunning outreach and the internal flag before a payment problem becomes a churn.
The CRM is a system of record nobody keeps current
A B2B SaaS company runs its revenue on Salesforce or HubSpot, but the CRM is only as good as the data reps remember to enter, and reps are paid to sell, not to update fields. The result is a pipeline the forecast cannot trust and renewals that surprise the team. Ceven runs the routing, the hygiene, and the renewal prep around the CRM and Stripe, drafting the updates from the meetings and emails the team already produces, so the record reflects reality without the team babysitting it.
Renewals and churn caught before the quarter closes
Churn is rarely a surprise in hindsight; the usage decline, the support tickets, and the missed payments were all there, scattered across systems nobody reconciled until the renewal came up. Ceven assembles those signals into an account health view ahead of every renewal, flags the risks, and drafts the retention plan for the CSM, so the team acts while there is still time. The CSM owns the customer relationship; Ceven makes sure the risk surfaces early with the evidence attached.
Ceven is the operations layer, not another SaaS tool to churn
A SaaS company understands better than anyone that the systems of record, the CRM, the billing platform, the ERP, are sticky by design, and the value is in orchestrating across them. Ceven does exactly that: it reads across Salesforce, HubSpot, NetSuite, and Stripe, reconciles them, and drafts the actions for revenue teams to approve. Every action is logged, and anything customer-facing waits for a human. The company keeps its stack and gains the connective tissue between it.
Frequently asked
Does the agent close deals or send outreach on its own?
It drafts outreach and routes leads; reps and CSMs review and own the relationship. Routine, approved sequences can send on standing authorization, everything else waits for a human.
Does this work with Salesforce and HubSpot?
Yes, both on the standard adapter, along with NetSuite and Stripe. Ceven reads and drafts writes across the revenue stack on the company's authorization.
Can it reconcile billing against the CRM?
Yes. Ceven reconciles subscription and invoice data across Stripe and the CRM, surfaces mismatches and failed payments, and drafts the follow-up before it becomes churn.
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