More meetings from the leads you already get.
Every lead gets a fast, researched response, and no deal goes quiet because someone forgot to follow up.
The team
A few agents with one clear job each, working inside your sales tools and handing off to your people.
- Lead qualifierAI agent
- Pipeline follow-upAI agent
- Upsell finderAI agent
- Renewal watcherAI agent
What agents handle in sales.
The most common starting points come first. Every agent works inside rules you set.
Lead qualification
Researches each inbound lead, scores the fit and books good ones with the right rep within minutes.
A person approves: which leads count as a good fitSpeed-to-lead follow-up
Replies to every new inquiry within minutes, day or night, with a personal message.
A person approves: the message templatesPipeline follow-up
Spots stalled deals and drafts the next email or call note for the rep.
A person approves: every message before it sendsMeeting prep briefs
Prepares a one-page brief before each call: company news, history and talking points.
A person approves: nothing; it's read-onlyQuote and proposal drafting
Builds quotes from your price book and drafts proposals from past wins.
A person approves: pricing and discountsCRM cleanup
Logs calls and emails, fills missing fields and merges duplicates.
A person approves: merges of key accountsOutbound prospect research
Builds target lists that match your best customers, with a reason for each.
A person approves: who gets contactedUpsell and cross-sell finder
Watches orders and usage for customers ready to buy more, and drafts a proposal.
A person approves: every offerRenewal watcher
Flags renewals 90 days out with a health summary and talking points.
A person approves: renewal termsWin-back outreach
Re-engages customers who have gone quiet with timely, personal messages.
A person approves: the outreach list and messageChurn early warning
Notices drops in orders, complaints or slow payments and alerts the account owner.
A person approves: what action to takeQuarterly business reviews
Assembles each account's results and recommendations into a ready-to-present deck.
A person approves: the final deckAgents work inside the software you already use.
A few examples. During scoping we confirm how each system connects.
- Salesforce
- HubSpot
- Pipedrive
- Gmail
- Outlook
- Google Calendar
- LinkedIn Sales Navigator
- Gong
- and more
Sales agents, answered.
Which tools does a sales agent work with?
Agents work through the software your team already uses, such as HubSpot, Salesforce or Pipedrive, plus your inbox and calendar. During scoping we confirm how each system connects and what access the agent needs.
What does a person still decide?
You set the rules. By default, discounts and contract terms go to your sales manager.
How do we start?
With an opportunity assessment. We rank your sales workflows by expected return and give you a clear quote for the first agent.