Six tests of an agentic CRM

Does every Lead have exactly one owner, and is that owner someone who may legally and practically work it (license, state, product, capacity)?

Leads sit unowned or land with people who cannot work them. Start with a list of unowned Leads from last week.

Does each Lead carry a clock set per source and stage, running on a business calendar, visible to the owner and the manager?

Without a clock, speed to lead is a feeling. Put one clock on one source and measure it for two weeks.

When the clock runs out or an offer is not accepted, does something happen automatically: the next eligible person, the queue, the manager?

An unaccepted Lead that nobody notices is the most expensive Lead you buy.

When AI proposes or drafts, does a named person approve before a customer is contacted or a record changes in a way that matters?

Autonomy without approval is a liability your compliance team has not signed. Ask the vendor to show the approval prompt.

Can you read back every action on a Lead, human or AI, with who, when and what changed, including assignments and reassignments?

If you cannot read it back, you cannot defend it. Ask for ten records from last week and try.

Does the platform leave your LOS, POS or AMS authoritative for the transaction, with a written scope of what flows and in which direction?

A tool that quietly becomes a second system of record creates the conflicts it promised to remove.