Kona CRM · Agentic sales & admissions

The CRM that works your pipeline for you.

Every morning, Kona has already scored your leads, flagged what's stalling, and drafted your follow-ups. You review, approve, and move on. Fifteen governed agents across three suites — agentic from the ground up on Kona Agentic OS, not AI added on.

Next best action LEAD-9842
A
Aarav Sharma
AGENTIC AI CAPSTONE · HYDERABAD
89
SCORE ↑27
OUTREACH AGENT · 92% CONFIDENCE
Send the re-engagement email now — Aarav opens at ~9 PM IST. Draft is ready.
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Scheduler booked 3 demos
3.2×
Faster follow-up
+50%
Qualified leads
−40%
Time on admin
92%
Forecast accuracy
The agent roster

Three suites. Fifteen governed agents.

Each agent owns a job with an explicit autonomy level from the Kona autonomy ladder — agents act where it's safe, queue anything sensitive for approval, and never touch what's reserved for humans.

Sales & Admissions Suite

6 agents

The pipeline suite — from first enquiry to enrolment or closed-won. In education deployments these agents speak admissions natively: enquiries, applications, offers, intakes.

Lead Scoring Agent

Scores every lead and enquiry 0–100 from intent, fit, and behaviour — re-ranked continuously.

Auto · audited

Pipeline Hygiene Agent

Detects stalled, overdue, and missing-next-action records and publishes the ranked daily work list.

Auto · audited

Outreach Agent

Drafts personalized follow-ups in your voice, grounded in the record — never auto-sent unless allow-listed.

Human approval

Scheduler Agent

Books demos and counselling sessions into calendars, with reminders over email and WhatsApp.

Auto · audited

Nurture Agent

Runs long-cycle re-engagement sequences for cold leads and future-intake enquiries.

Human approval

Forecast Agent

Predicts the quarter — or the intake — from live pipeline signals and flags slippage early.

Auto · audited

Customer Service Suite

5 agents

The post-sale suite — every conversation captured, triaged, answered from grounded knowledge, and escalated with full context when a human is needed.

Triage Agent

Classifies and routes every inbound message by intent, urgency, and SLA risk.

Auto · audited

Knowledge Agent

Answers from your governed knowledge base with citations — abstains when ungrounded.

Human approval

Case Summary Agent

Maintains a running, grounded summary of every case for instant handoffs.

Auto · audited

SLA Watchdog Agent

Monitors ageing and breach risk across every open case and escalates before deadlines slip.

Auto · audited

Escalation Agent

Packages context and history and hands the case to the right human with a recommended action.

Human approval

Revenue Operations Suite

4 agents

The operations suite — the data quality, reporting, and process integrity work that keeps the record layer clean enough for every other agent to trust.

Data Quality Agent

Detects duplicates, gaps, and decay; proposes merges — merge execution always needs a human.

Human approval

Enrichment Agent

Fills missing firmographic and contact fields from governed sources, with provenance.

Auto · audited

Reporting Agent

Builds and narrates pipeline, conversion, and cohort reports on schedule.

Auto · audited

Process Compliance Agent

Audits every record transition against your playbooks and flags out-of-process deals.

Auto · audited
What's inside

Everything a modern CRM should do — automatically.

360° lead profiles

Every touch, source, and signal unified on one timeline.

Unified inbox

Email, WhatsApp, and calls in one thread per contact.

Smart segments

Auto-built cohorts that update as behavior changes.

Approval workflows

Nothing sends without your sign-off when you want it.

Live dashboards

Pipeline, conversion, and rep performance in real time.

Agent guardrails

Scoped, governed, and fully auditable agent actions.

The competitive lane

Native + governed. Nobody holds both.

Legacy CRMs bolt AI onto a record-keeping core. AI-native startups move fast but skip the governance enterprises need. Kona is agentic from the ground up and governed from day one — the autonomy ladder, HITL approvals, and a full audit trail are the product, not a roadmap item.

Agentic from the ground up Autonomy ladder built in Every action audited Dedicated instance per customer
Legacy CRM + AI add-on
AI features on a record-keeping core — the agent is a copilot, not the operating model.
AI-native startups
Agentic and fast — but governance, audit, and isolation arrive later, if at all.
Kona CRM
Native and governed: the autonomy ladder, HITL approvals, event log, and per-customer isolation are the product.
Built for education-first ICP

Kona speaks admissions natively — enquiry → application → offer → enrolment, counsellor work lists, intake-cycle ageing, and parent/student conversations over WhatsApp — while staying a full sales CRM for services and B2B teams.

See Kona CRM on your pipeline.

We'll load a slice of your real data and show the agents working in a live walkthrough.

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At a glance

Kona CRM: The CRM That Works Your Pipeline

Kona CRM is a customer-engagement system where agents qualify, follow up and escalate inside the permissions and approval gates you define.

Product capabilities

  • 15 governed agents across three suites
  • Per-agent autonomy ladder
  • Admissions and enrolment vocabulary
  • Native + governed architecture