A sales agent that does the work between the calls.
Account research, lead enrichment, outreach drafts, CRM updates, and pre-call briefs — the 65% of a rep's week that isn't selling. The agent does it; the rep reviews and sends.
Pipeline work, done nightly.
Reps wake up to researched accounts, drafted sequences, and a clean CRM.
Sales-Development Agent
Works your target list: researches each account, finds the right contacts, drafts personalized openers, and queues sequences for rep approval.
Lead-Enrichment Agent
Fills in firmographics, tech stack, funding, and hiring signals on every inbound lead — and scores it against your ICP before it hits a rep's queue.
Pre-Call Briefing Agent
An hour before every meeting: account summary, recent news, prior touchpoints, open opportunities, and suggested talking points.
CRM Hygiene Agent
Logs activities, updates fields after calls, flags stale opportunities, and nags reps (politely) about the deals that haven't moved.
Follow-Up Agent
Drafts the follow-up after every call — recap, next steps, promised materials — and reminds the rep until it's sent.
Win/Loss Reporter
Compiles why deals closed or died, spots patterns across the pipeline, and briefs leadership monthly.
How a sales agent preps the pipeline.
Every message is a draft. The rep is always the sender.
Research
Read the account — site, news, hiring, tech stack — before any outreach.
Draft
Write the opener referencing something real about the prospect.
Approve
The rep edits and sends — nothing goes out automatically.
Log
Every touch is written back to the CRM with outcomes.
Nudge
Follow-ups scheduled, stale deals flagged, nothing falls through.
Works inside your stack.
Your CRM stays the source of truth.
Where it fits
COMPANY-SIZE FIT — Every company size. Pipeline work accumulates everywhere. A small business starts with follow-up drafting; scaling teams add research, enrichment, and CRM hygiene workers.
Tools it uses
Salesforce, HubSpot, Pipedrive, Apollo, LinkedIn, Outreach, Salesloft, Gmail, Outlook, Google Calendar, Slack.
Guardrails
Send-only-after-approval. Domain warmup and rate limits respected. Opt-outs honored instantly. No purchased-list blasting.
Human checkpoints
First-touch approval, pricing or proposal language, and any reply that signals a real conversation — all go to the rep.
Sales agent questions.
Does it send emails on its own?
No. It drafts and queues; reps approve and send. Fully automated sending is possible for narrow, pre-approved sequences — but the default is human-in-the-loop.
Will it hurt our domain reputation?
Volume stays human-scale, every message is personalized from real research, and opt-outs are honored instantly. The agent sends fewer, better emails — not more spam.
How personalized is the outreach?
Each draft references something specific — a hire, a launch, a post, a tech-stack signal — pulled from live research, not a mail-merge field.
Can it work with our existing sequences?
Yes. It can draft into Outreach, Salesloft, or HubSpot sequences you already run, or replace them with a simpler approval-queue workflow.
More selling time, same headcount.
Tell us your ICP, your tools, and your weekly volume. We'll scope a sales agent that keeps your pipeline full and your CRM clean.