Adept: AI Agents for Sales and CRM Operations Teams
Adept is a AI Agents that turns written instructions into clicks and keystrokes inside existing software. Sales and CRM operations teams use Adept to update records and coordinate multi-step pipeline tasks across Salesforce and HubSpot. Adept handles visual, API-optional automation, while regulated workflows needing certifications beyond SOC 2 Type 1 still need separate compliance review.
- United States 44.5%
- India 9.3%
- Singapore 7.4%
- Philippines 6.9%
- Other 31.9%
What Adept Does
Adept converts a written instruction into a sequence of on-screen actions, so software gets operated the way a person would click through it. The system reads screens and web pages, locates relevant fields and buttons, and plans a sequence of steps before executing clicks and keystrokes. Because it works visually rather than through a prebuilt connector, Adept automates applications with no API, including legacy desktop tools and interfaces that change often. Adept also ships the Adept Workflow Language (AWL) for composing more precise multimodal web interactions than plain prompts allow.
Main Features
Natural-Language Task Execution
Adept accepts plain-language instructions and converts them into concrete UI actions instead of requiring scripted commands. The model interprets intent, then maps it to clicks and inputs inside the target application. This means staff who have never touched an automation tool can direct Adept the same way they would brief a colleague.
Screen and Web Understanding
Adept interprets interface elements, layouts, and web pages visually rather than through a document object model or API schema. It identifies what a field, button, or menu represents based on how it appears on screen. As a result, Adept keeps working when a vendor redesigns a page, since it reads pixels and labels instead of a fixed integration map.
Multi-Application Workflows
Adept chains actions across several desktop and web applications in one planned sequence, using its planning step to break an objective into ordered tasks. Localization then finds the exact field or control each step needs. This lets a single instruction span tools like a CRM, a spreadsheet, and a reporting dashboard without manual handoffs between them.
Enterprise Security & Compliance
Adept reports SOC 2 Type 1 compliance effective March 28, 2024, and offers enterprise customization including model licensing and partner-specific development. No ISO 27001, HIPAA, or GDPR certification is listed. Teams with strict regulatory requirements beyond SOC 2 Type 1 should confirm coverage directly with Adept before deployment.
Use Cases
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Sales and CRM operations teams
Teams managing hundreds or thousands of records across Salesforce and HubSpot bring high-volume update work to Adept. Its natural-language task execution coordinates multi-step pipeline updates, removing manual record-by-record editing from the daily workload.
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Compliance and reporting teams
Teams producing recurring monthly reports across Airtable and Tableau use Adept to gather information and complete report-generation workflows. Planning and localization sequence the data-pulling and formatting steps automatically.
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Design and technical teams
Teams performing repetitive visual work in applications such as Photoshop or blueprint software direct Adept with natural-language instructions. Screen understanding and computer control execute the interface actions those applications require.
Best For / Not For
Adept is built for organizations that need software operated across multiple applications without building custom integrations first, and that can absorb an enterprise procurement process.
Sales and CRM operations teams, compliance and reporting teams, and design and technical teams represent the audiences Adept names directly, covering record updates, recurring reports, and repetitive visual tasks respectively.
Adept is primarily enterprise-focused with custom pricing and integration requirements, so it is not a straightforward self-service option for individuals or small teams without a procurement budget. Public evidence on production customer deployments and measured ROI also remains limited, which matters for buyers who need case studies before committing.
Pricing
Adept does not publish pricing; the company uses a custom enterprise licensing model negotiated per deployment rather than listing fixed per-seat or per-month rates on its site.
| Pricing model | Custom / on request |
|---|---|
| Public price | Not listed |
| How to buy | Contact the vendor for a quote |
Reported pricing components include technology licensing, integration or professional services, and ongoing consultation or usage-based fees, none of which appear as fixed public figures. Buyers should expect a sales conversation rather than a self-service checkout, and should ask directly about minimum contract size, implementation costs, and what happens if usage scales beyond an initial agreement.
Pricing checked 2026-10-26.
Quick Comparison
Browser Use is Adept’s main alternative for browser-based task automation without a dedicated API. Browser Use focuses specifically on controlling web browsers through an open, developer-oriented automation layer. Adept differs with multi-application workflows that extend beyond the browser into desktop software like Photoshop. Choose Browser Use if the work is entirely browser-based and developer teams want direct control over the automation code. Choose Adept if the workflow spans desktop and web applications and an enterprise licensing arrangement is acceptable.
Verdict
Adept executes multi-application workflows for sales, compliance, and design teams, backed by $415 million in funding and SOC 2 Type 1 compliance. It fits enterprises that need software operated without building an API integration first. Small teams without a custom licensing budget should look elsewhere.
