Marketing Atlas
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↻ CRM & retention

Agentic CRM

에이전트형 CRM

An agent reads customer signals, drafts a campaign, and sends it for review.

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html
<div class="agent"><div class="steps"><span>SIGNAL</span><span>AUDIENCE</span><span>DRAFT</span><span>REVIEW</span></div><div class="gate">SEND <b id="gate">LOCKED</b></div></div>
css
.agent{width:min(92%,650px);font:900 clamp(10px,max(1.6vmin,1vw),14px)/1.1 sans-serif}.steps{display:grid;grid-template-columns:repeat(4,1fr);gap:clamp(4px,1.5vmin,13px)}.steps span{min-height:clamp(55px,14vmin,108px);display:grid;place-items:center;text-align:center;border:2px solid var(--line);color:var(--muted);transition:.45s}.steps span.on{border-color:var(--accent);color:var(--fg);background:var(--surface);transform:translateY(-4px)}.steps span.on:after{content:'OK';color:var(--accent)}.gate{display:flex;justify-content:space-between;margin-top:clamp(17px,4vmin,34px);padding:clamp(10px,2vmin,17px);border:2px solid var(--fg)}.gate b{color:var(--accent)}
js
let step=0;function show(){document.querySelectorAll('.steps span').forEach((el,i)=>el.classList.toggle('on',i<=step));document.querySelector('#gate').textContent=step===3?'REVIEW REQUIRED':'LOCKED';step=step===3?0:step+1}show();setInterval(show,1300);
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Headless CRM헤드리스 CRM

Let external tools and agents call approved CRM data and actions.

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AI decisioningAI 의사결정

Select a message, channel, and moment from live customer context.

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AI marketing agentAI 마케팅 에이전트

Turn a goal and context into a planned set of campaign actions.

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CRM trust gapCRM 신뢰 격차

Brands and customers may perceive personalization quality very differently.

Agentic CRM connects a software agent to CRM workflows so it can read customer data and carry out multistep campaign work. Klaviyo's 2025 announcement of marketing and customer agents describes this approach.

The demo activates signal review, audience choice, drafting, and human review in order. Sending stays locked until a person reviews the result.

Separate access to customer data from permission to execute. A plausible audience or draft still needs consent and targeting checks.

When to use

Use it to reduce repetitive campaign drafting while preserving review before send.

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