AI agent built for agencies & service providers
Sorting inboxes and compiling spreadsheets never once made it onto an invoice.
At an agency, qualifying inbound requests and putting together reports eats up hours that never turn into revenue. HelyOs Global deploys an AI agent that qualifies your leads, prepares recurring reports and supports the onboarding of new clients, freeing your teams to focus on the work that actually pays. Each agent is calibrated by a team that understands a services agency — lead qualification, reporting, client onboarding — not a generic script.
Meet Mercure, the agent joining your team
Live Scoping & Reporting
Standing by
Client brief
Standing by
Performance tracking
What you actually gain
Leads that arrive already qualified
Need, budget, timeline: the agent questions every inbound request and hands your sales team sorted contacts, ready to work.
Reporting prepared without eating up hours
Data pulled from your tools, recurring reports formatted automatically — one manual chore less every week.
A smooth start to every engagement
Kickoff information collected, documents sent, missing items chased so every project starts without dead time.
How we roll it out
01
We map your processes
Qualification criteria, recurring reports expected, onboarding steps worth automating: all defined together with you.
02
We connect your ecosystem
CRM, project management tools, dashboards, email, forms: the agent plugs into what you already use.
03
A review period
Qualifications, reports and onboarding follow-ups pass through your approval while your rules get refined.
04
Autonomy on the daily flow
The agent qualifies, reports and pushes onboarding forward on its own; only tough calls escalate to your team.
Tools & integrations
Frequently asked questions
Can the agent integrate with my current CRM and management tools?
Yes. It works with your CRM, project management tools and dashboards. Qualified leads, reports and onboarding tasks land in the tools your teams already use.
Is my clients' and prospects' data properly secured?
Yes. Information travels over encrypted connections, with access limited to what's strictly necessary, no unnecessary retention, in compliance with GDPR.
What timeline and budget should I expect?
From a few days to two weeks depending on your tools and how many processes need automating. Setup starts at €490, exact quote after a short call.
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Ready to make the move?
Describe what you need and get a demo plus a clear plan within 24 hours.