For RevOps Teams
Governed AI agents for CRM hygiene, pipeline, and sales ops.
Deploy AI agents across Salesforce, HubSpot, and the rest of your revenue stack — with PII redacted before any external LLM sees it, write-paths gated by policy, and every action audited.
For RevOps Teams
Three RevOps jobs, off your team's plate
The work that fills a RevOps analyst's week — and the work that breaks when an ungoverned agent touches a CRM. ContextGate makes it safe to automate.
CRM hygiene
Dedupe accounts and contacts, backfill missing fields, retire stale records, normalise titles and industries — without an analyst spending their week on it.
Pipeline health
Flag stuck deals, validate stage transitions, catch forecast hygiene issues, and chase missing next-step fields before the weekly forecast call.
Sales ops automation
Log meetings from notes, route inbound leads, generate quotes from approved price books, attach signed contracts to the right opportunity.
Why ContextGate
Why RevOps leaders pick ContextGate
An AI agent with write access to your CRM is one bad prompt away from a forecast cleanup project. ContextGate puts policy, redaction, and audit in front of every call.
PII redaction at the boundary
Customer names, emails, phone numbers, payment details — stripped before the prompt leaves your workspace. The model plans the work without ever seeing the raw record.
Write-path gating
Salesforce and HubSpot write tools sit behind explicit allowlists. Bulk-delete, ownership changes, and price overrides require approval or are blocked outright.
Every action audited
Each tool call — which CRM object, which fields, which agent, which user — logged with full request/response. Drop into the audit log when RevOps leadership asks "what changed?"
CRM tool sprawl, contained
Salesforce and HubSpot MCPs ship hundreds of tools each. Toolboxes only expose the handful your agent needs — prompt baseline drops from 100k+ tokens to a fraction.
Get in Touch
Ready to govern your AI agents? Let us know about your use case and we'll help you get started.