AI Agent · Sales
The agent that keeps your pipeline alive
Leads qualified, CRM up to date, follow-ups triggered on time: your salespeople sell, the agent handles the rest.
Its mission
Make sure every opportunity gets followed up. The agent qualifies incoming requests, keeps records current from the actual exchanges and triggers follow-ups according to your sales rules.
Control
Follow-ups run on the rules you define: timing, number, tone, exclusions. Every message can go through approval before sending, and the full history stays in the CRM.
It can
- Qualify inbound leads against your criteria
- Create and enrich CRM records from emails and forms
- Detect quotes left without a reply
- Prepare personalized follow-ups, approved or automatic
- Prepare a briefing before each meeting
- Feed your sales reporting
How it works in your tools
A request comes in
Form, email or logged call: the agent qualifies the lead and creates a complete record in the CRM.
The pipeline stays alive
The record is updated after every exchange. Quotes without a reply are detected based on your timing rules.
Follow-ups go out on time
The agent prepares a follow-up suited to the context. You approve it, or it goes out automatically per your rules.
Before / After
What changes day to day
Before
After
Before
CRM filled in when there is time left over
After
Records updated after every exchange, effortlessly
Before
Follow-ups that depend on someone remembering
After
Systematic follow-ups, at the right time
Before
Quotes that die without a reply
After
Every quote tracked until a decision
Connected tools
Frequently asked questions
Won't automatic follow-ups annoy our prospects?
The rules are yours: timing, maximum number, tone, exclusion cases. The agent applies the sales policy you would have wanted to run manually, without the lapses or the excess.
Does it work with our current CRM?
HubSpot, Pipedrive and Airtable out of the box, plus most CRMs accessible via API. The assessment checks compatibility with your setup.
Can it do outbound prospecting?
The agent is designed first to lose nothing from your inbound flow and existing pipeline. Outbound sequences are possible, in compliance with consent rules.
Also worth exploring
How many opportunities do you lose to poor follow-up?
In 30 minutes, we map your lead journey and pinpoint where the agent recovers revenue.
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