---
title: AI agents for sales teams | Codivated
canonical: https://www.codivated.com/agent-teams/sales/
---

[Home](https://www.codivated.com/)/[Agent teams](https://www.codivated.com/services/)/SalesSales agent team

# 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.

Illustration

New inquiryWebsite form

CompanyNorthwind Logistics

AskedPricing for 12 locations

Lead qualifierResearched and scored: strong fit

Meeting booked with Marcus, Tue 10:00

## The team

A few agents with one clear job each, working inside your sales tools and handing off to your people.

The first agent we'd look atLead qualification: Researches each inbound lead, scores the fit and books good ones with the right rep within minutes.

- Lead qualifierAI agent
- Pipeline follow-upAI agent
- Upsell finderAI agent
- Renewal watcherAI agent

Use cases

## What agents handle in sales.

The most common starting points come first. Every agent works inside rules you set.

Grows revenue

### 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 fit

Grows revenue

### Speed-to-lead follow-up

Replies to every new inquiry within minutes, day or night, with a personal message.

A person approves: the message templates

Grows revenue

### Pipeline follow-up

Spots stalled deals and drafts the next email or call note for the rep.

A person approves: every message before it sends

Saves time

### Meeting prep briefs

Prepares a one-page brief before each call: company news, history and talking points.

A person approves: nothing; it's read-only

Saves time

### Quote and proposal drafting

Builds quotes from your price book and drafts proposals from past wins.

A person approves: pricing and discounts

Saves time

### CRM cleanup

Logs calls and emails, fills missing fields and merges duplicates.

A person approves: merges of key accounts

Grows revenue

### Outbound prospect research

Builds target lists that match your best customers, with a reason for each.

A person approves: who gets contacted

Grows revenue

### Upsell and cross-sell finder

Watches orders and usage for customers ready to buy more, and drafts a proposal.

A person approves: every offer

Grows revenue

### Renewal watcher

Flags renewals 90 days out with a health summary and talking points.

A person approves: renewal terms

Grows revenue

### Win-back outreach

Re-engages customers who have gone quiet with timely, personal messages.

A person approves: the outreach list and message

Reduces risk

### Churn early warning

Notices drops in orders, complaints or slow payments and alerts the account owner.

A person approves: what action to take

Saves time

### Quarterly business reviews

Assembles each account's results and recommendations into a ready-to-present deck.

A person approves: the final deck

Works with your tools

## Agents 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

Questions

## 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.

## Start with one sales agent. Add the next when it pays off.

[Book a consultation](https://www.codivated.com/contact/)