Your reps should be closing, not doing data entry
AI agents that research prospects, write outreach, update your CRM, record calls, and draft proposals. Your sales team focuses on conversations that close.
Reps sell, AI does the rest
Research, data entry, follow-ups, CRM updates — every task that isn't a live conversation gets automated
20+ hours back per week
Deal research, prospect qualification, call summaries, pipeline management — your reps get their calendars back
Faster follow-up, shorter cycles
AI catches buying signals and triggers follow-up sequences the same day — not when someone remembers to check
5 AI systems that run your sales ops
Each one handles a specific part of your pipeline. They connect to your existing tools and run on autopilot.
Lead enrichment + deal scoring
Lead GenerationEnrich prospects with company data → AI scores deal probability → prioritize sales outreach by likelihood to close
How it Works
Import prospects → Enrich with company/contact data → AI scores deal probability → Rank by likelihood to close → Push top prospects to CRM
Key Benefits
- Focus on high-probability deals first
- Reduce time spent on dead-end prospects
- Custom scoring based on your closed-won data
Intelligent sales sequences
Email OutreachAI personalizes outreach based on prospect behavior → adjusts timing and messaging → alerts reps when prospects show buying signals
How it Works
Lead enters sequence → AI personalizes message based on company data → Smart timing based on prospect behavior → Escalate to rep when buying signals detected
Key Benefits
- 2x higher response rates vs generic sequences
- Real-time buying signal detection
- Automatic hand-off when prospects are sales-ready
Pipeline management & deal tracking
Data ManagementMonitor deal progression → flag stalled opportunities → suggest next actions based on successful deal patterns
How it Works
Daily scan of pipeline → Identify stalled deals → Analyze successful deal patterns → Recommend next actions → Alert reps of at-risk opportunities
Key Benefits
- Never let hot deals go cold
- Predictive deal health scoring
- Automated follow-up reminders
Call recording & summary
Call IntelligenceTwilio webhook → Whisper STT → GPT TL;DR & next steps → attaches note to deal
How it Works
Twilio call webhook → Whisper STT → GPT TL;DR & next steps → attach note to deal
Key Benefits
- Capture every commitment and objection
- AI identifies buying signals in conversations
- Automatic next-step recommendations
Proposal / quote generation
Sales OperationsDeal trigger → Google Docs template → GPT fills variables → PDF → emails prospect
How it Works
Deal → template in Google Docs → GPT fills variables → PDF → email prospect
Key Benefits
- Strike while prospects are hot
- Consistent pricing and terms
- Track proposal engagement in real-time
Advanced Sales AI Systems
Sophisticated AI that acts as your virtual sales development team - qualifying leads 24/7, managing deal progression, and identifying revenue opportunities
24/7 Voice-Qual Agent
AI voice agent qualifies inbound leads 24/7 → asks discovery questions → books meetings for qualified prospects only
Technical Implementation:
Inbound lead trigger → AI voice agent calls within 5 minutes → Conducts BANT qualification → Books meetings for sales-ready prospects → Updates CRM with qualification notes
MCP-powered pipeline copilot
AI manages your entire sales pipeline → prioritizes deals by close probability → automates follow-ups → alerts reps to take action
Technical Implementation:
AI agent monitors all deals → Identifies deal progression patterns → Automatically nurtures warm prospects → Escalates hot opportunities to reps → Provides deal coaching recommendations
Event-to-Account Upsell Agent
AI monitors customer success signals → identifies expansion opportunities → automatically initiates upsell conversations
Technical Implementation:
Monitor customer usage patterns → Detect expansion signals (team growth, feature usage) → AI initiates personalized upsell outreach → Creates opportunities in CRM → Hands off to account managers
Reddit → Pipedrive listener
AI scans social platforms for prospects showing buying intent → creates qualified leads → initiates personalized outreach
Technical Implementation:
Scan LinkedIn, Reddit, industry forums for buying signals → AI validates prospect fit → Creates deal record with context → Drafts personalized outreach mentioning their specific pain points
Want to see this running on your pipeline?
We'll look at your sales process and tell you which parts AI can actually handle. No pitch deck — just an honest conversation.