AI Agents / Sales
We build custom AI agents for sales teams - wired into your CRM and inbox. They qualify leads, draft the outreach and keep the pipeline clean, so reps spend their time in conversations.
What It Does
01
Scores inbound leads against your ICP, enriches them with firmographic data, and routes each one to the right rep.
02
Drafts first-touch and follow-up emails grounded in the prospect's context - for a rep to review and send.
03
Logs activity, updates deal stages and fills missing fields, so the CRM reflects reality without manual entry.
04
Turns call notes into next steps, updates the opportunity, and drafts the recap email while the call is still fresh.
05
Assembles forecast and pipeline reports from live CRM data, ready for the Monday review - no spreadsheet wrangling.
06
Generates first-draft proposals and quotes from your templates and pricing, ready for a rep to check and approve.
What changes in the first month
Representative of a typical sales-team engagement - every number is scoped honestly on the discovery call.
A Day With Your Agent
08:00
Overnight inbound leads are scored, enriched and assigned, so reps start the day with a clean, prioritised queue.
09:30
The agent writes the notes, updates the deal stage and drafts the recap email - the rep just reviews and sends.
11:00
The agent spots three deals with no activity in 14 days and surfaces them to the rep with a suggested next step.
14:20
The agent drafts a quote from the right template and pricing tier for the rep to approve in seconds.
16:45
The pipeline report for the forecast call is built and waiting, straight from live CRM data.
Connected To
The agent plugs into the stack your reps already use - there's nothing new for the team to learn.
CRM
Outreach & engagement
Email, calendar & comms
Plus your own
Control
Nothing sends itself. The agent prepares outreach and updates - a rep reviews and approves before anything leaves.
Inside your CRM. It works in Salesforce or HubSpot directly - there's no new tool for the team to learn.
Attributed and reversible. Every change the agent makes is logged against it and easy to roll back.
Your data stays yours. Customer data is never used to train public AI models.
FAQ
No. The agent drafts outreach, follow-ups and proposals, but a rep reviews and approves everything before it's sent. The agent prepares the work; your team decides what goes out.
We connect agents to Salesforce, HubSpot and Pipedrive, plus outreach tools, email, calendars and Slack. If your team runs on a different CRM, we scope the integration during discovery.
No. The agent removes the admin - data entry, CRM updates, first-draft writing - so your reps and SDRs spend more time in live conversations. It makes the team you have more effective.
Most teams have an agent in production within 2-4 weeks. We start with one workflow - often lead qualification or CRM hygiene - prove it works, then expand.
Your team owns everything we build, including all configuration and integrations. We train your sales ops team to monitor and adjust it. No lock-in.
Book a 30-minute discovery call. We'll pick the admin task eating your reps' selling time and tell you honestly whether an agent fits.
Book a Call