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Are You Agentic-Ready? Shifting Your CRM Mindset

Written by Chinmayi Udaybhaskar | Oct 6, 2025 10:57:53 AM

For years, AI has been pitched as the great transformer of CRM, promising smarter campaigns, faster insights and less manual work.

But for most CRM teams, the reality has been underwhelming, resulting in a widening gap between the promise of AI and what CRM leaders actually experience. 

That gap won’t be closed by more automation but possibly, by something smarter: Agentic AI.

What Is Agentic AI?

At its core, Agentic AI is artificial intelligence that acts with autonomy, context, and intent.

Unlike the rules-based assistants (which are mostly automation with a predictive logic), agentic systems think, adapt, and act more like teammates. They learn from their environment, refine decisions as conditions change and recommend actions that align with outcomes. 

You may have already seen examples of this in different industries:

  • AI copilots that refactor code in real time
  • Digital tutors that adapt lessons for each learner
  • Smart assistants that prioritise tasks, not just remind you of them

Now imagine that level of adaptive intelligence applied to CRM where workflows are increasingly complex and often fragmented, and where speed, scale and timing are everything.

Why CRM Needs to Get Agentic-Ready

Here’s the uncomfortable truth: most CRM platforms still struggle with the basics.

  • Campaigns take too long to launch.
  • Data lives in silos.
  • Journeys are rigid and reactive.

Layering AI on top of this doesn’t make it strategic, it just produces faster noise.

Instead of simply executing workflows, Agentic AI reimagines CRM as an engine of orchestration, intention, and outcomes. Every interaction is unified across channels, every action is rooted in strategy, and every result is delivered in milliseconds, all while being governed by compliance from the ground up. 

The brands that embrace this shift will move, grow, and win faster. 

What Does This Look Like in Practice?

iGaming & Sports Betting

It’s Friday, and the Premier League weekend is about to kick off. You’re the CRM Manager at a sportsbook.

The Old Way

The New Way

Normally, you’d be buried in:

  • Fixture lists
  • Odds and markets
  • Past campaign reports
  • Hours of stitching data together

By the time you’ve pulled everything together, the moment has passed.



With Agentic AI, you simply ask:

“What’s the best campaign strategy for this weekend’s games to drive bets from casual football fans?”

In seconds, your AI teammate:

  • Scans live fixtures, odds, and markets
  • Reviews your historical campaign performance
  • Identifies the right segments, bonus strategies, and send times
  • Even drafts subject lines and hooks tied to the storylines fans are already following

You go from buried in research to ready-to-launch in record time, with a campaign that’s timely, data-backed, and sharp.

Financial Services

Now imagine you’re leading CRM at a digital bank. Your latest credit card campaign isn’t landing with younger customers. 

The Old Way

The New Way

Normally, you’d:

  • Run endless SQL queries
  • Loop in analysts
  • Wait days (or weeks) for answers

Meanwhile, conversions keep slipping.



With Agentic AI, you just ask:

“Why aren’t younger customers converting on this card offer and how do we fix it?”

Your AI instantly:

  • Analyses behaviour across web, app, and email
  • Breaks down engagement by age and cohort
  • Surfaces the real drop-off points (bad timing, stale CTAs, poor offer fit)
  • Recommends specific fixes, from messaging to structure

You move from reactive firefighting to real-time course correction.

Xtremepush: Built for the Agentic Era

At Xtremepush, our one solution ethos primed us for the agentic era. We’ve spent years building a CRM operating system that gets the foundations right. With:

  • Unified, real-time data across every channel
  • Instant orchestration from push to F2P
  • Compliance-first decisioning built in from the start

That’s why while others are experimenting with what “agentic” could mean, our clients are already agentic-ready. Because Agentic AI is a new layer of intelligence that works best if the system beneath it, is built for speed, safety, and scale.

Xtremepush gives you a foundation for Agentic AI to give you the lift. Together, they turn CRM from a reactive cost centre into a proactive growth engine.