Not all opportunitiesare created equal
Your agent already sits in your CRM, calendar and inbox. Customer Magic gives it the tool — and the skill — to find, rank and work every opportunity you'd otherwise lose track of.
- Every source, one ranked pipeline
- Win-backs, expansions, warm leads, new demos
- Outreach drafted, first step ready
Illustrative pipeline — a ranked list of the warm relationships worth working first, each scored, sorted into the play it belongs to, and carrying the first physical step. Yours is built from your own relationships.
The problem
Opportunities don't die. They scatter.
A renewal sitting in Stripe. A warm intro buried in your inbox. A lead who went quiet in the CRM, a happy customer nobody asked for a referral. Each one lives in a different tool, none of them is ever urgent — and what's not on a list quietly stops existing.
How it works
Give your agent the revenue skill
You already work in an agent connected to your tools. Customer Magic plugs in and closes the loop — every source swept, every opportunity ranked, the next move drafted — on one board you can actually see.
Plug it into your agent
One connection over an open standard (MCP). Works from Claude, ChatGPT or Cursor — or the built-in agent, if you'd rather stay in the browser.
It sweeps every source
CRM, calendar, inbox, billing, product data. The agent holds the overview, so nothing warm has to live in your head.
Six plays, one pipeline
Retention, expansion, win-backs, lead nurture, new business, advocacy — every opportunity sorted, scored and ranked.
It does the slow work
The research, the draft in your voice, the smallest physical first step. You make the call; it does the labor.
Why it works
Two things — and they only matter together
A pure automation tool creates dependence and plateaus. A pure course creates knowledge nobody has time to apply. Customer Magic does both at once.
It does the work — not just advises on it
It sweeps your sources, spots the opportunities behind each person, and drafts the message. The whole chain, not a nagging reminder.
It closes the expertise gap
Fifteen years of growth expertise, built into the engine and made visible — guiding setup in the highest-win order, explaining the judgment behind every move, teaching in the flow of getting the result.
Who it's for
Built for the founder who is the sales team
The bullseye: a solo founder at the center of a lean, 1–5 person team who personally owns the customer relationship and already works with an AI agent — with relationship data smeared across CRM, Stripe, inbox, LinkedIn, and WhatsApp.
- You've operated long enough to have a real book — live customers up for renewal, accounts that could be twice the size, a few hundred names who bought once.
- You're spinning up your next thing and can't afford to let the warm path decay.
- You want results this week — and to get sharper as an operator every week.
- You'd rather build the one thing you can't outsource while the machine handles the labor.
The governing principle
Automate the labor.
Protect the understanding.
Pricing
One price per seat. Start free for a week.
An hour a day. Every opportunity worked.
Create your workspace, connect your agent, and put everything you're sitting on back to work — today.