Every lead followed up. Every record current.
Sales agents that reply to new leads in minutes, qualify them, book meetings and keep your CRM clean, so your reps spend their time selling.
Watch a pipeline moveAI sales agents & CRM automation
AI sales agents that follow up fast and keep your CRM clean.
Most leads go cold in the gap between the form and the first reply, and most CRMs slowly fill with half-empty records and duplicates. Our AI sales and CRM agents close both gaps. They pick up every new lead, research the company, score it against your criteria, send a tailored follow-up and log everything in the CRM, often before a rep has opened their inbox.
We build agents inside the CRM you already run, including Salesforce, Zoho CRM, Attio and Twenty. You set who gets contacted, what the agent can say, and when a lead goes straight to a rep. Every email, update and handover is recorded against the contact.
- Contact
- Company
- Industry
- Company size
- Lead score
- Owner
- Next step
A pipeline that moves itself
Watch leads move through the pipeline while the agent works.
Each card is a lead. The agent follows up, qualifies, books meetings and cleans up duplicates, and hands a deal to a rep the moment it needs one.
New 0
Contacted 0
Qualified 0
Meeting booked 0
Qualification you control
Move the signals and see where the lead goes.
The agent scores every lead against the criteria you define, then picks the next step. Try it: change the signals below and watch the score and routing update.
- 0 to 39NurtureAdded to a helpful email sequence
- 40 to 69Follow upTailored email, replies tracked
- 70 to 100Route to a repMeeting link sent, rep briefed
What agents take on
The sales admin that slows reps down, handed to an agent.
Flip a card to see where the agent works on its own and where a rep takes over.
A new lead's first ten minutes
From form fill to rep alert, without anyone chasing it.
- Form submitted
A visitor fills in the pricing page form. The agent picks it up instantly.
- Record checked and enriched
The agent looks for an existing contact, avoids a duplicate, and fills in company details.
- Lead scored
Fit, engagement and intent are scored against your criteria. This one scores high.
- Tailored follow-up sent
A personal email goes out with an answer to the question in the form and a booking link.
- CRM updated and owner assigned
The lead is set to the right stage, owner and territory, with the email logged on the timeline.
- Lead replies, rep alerted
The prospect asks about pricing for 200 users. The rep gets an alert with a short brief and takes it from here.
Built for your sales team
Faster follow-up. Cleaner data. More time for real conversations.
Start with one workflow, such as inbound lead follow-up or CRM clean-up, review results with your sales team, then extend.
- Works inside Salesforce, Zoho, Attio and Twenty
- Reps take over at the moments you choose
- Every action logged. See Agent Governance
Questions
Answers before you ask.
What is an AI sales agent, and how is it different from CRM workflow automation?
Standard CRM automation follows fixed rules, such as sending the same email three days after a form fill. An AI sales agent reads the lead's details and replies, researches the company, writes a tailored follow-up, answers questions, updates the CRM and decides the next step within rules you set. It handles variation in the conversation and knows when to bring in a rep.
Which CRMs can the agent work with?
We build sales and CRM agents on Salesforce, Zoho CRM, Attio and Twenty, and connect them to your email, calendar, website forms and accounting tools. If you run a different CRM, tell us and we will scope the connection.
Will the agent email prospects on its own?
Only if you want it to. You can let the agent send from approved templates and tone guidelines, have it draft messages for a rep to approve, or mix both by lead type. It respects the unsubscribe and opt-out status recorded in your CRM, and every message is logged against the contact.
How does the agent qualify and score leads?
You define what a good lead looks like, such as company size, industry, region, budget and buying signals like a demo request or pricing page visit. The agent gathers those details from the form, public company information and the conversation, scores the lead against your criteria, and routes it to nurture, follow-up or a rep.
When does a sales rep take over?
You set the handover rules. Common triggers are a high lead score, a reply that shows buying intent, a pricing or contract question, or a named account. The rep gets an alert with a short brief, the full conversation and the CRM record, so they can pick up without re-asking questions.
Can the agent clean up our existing CRM data?
Yes. CRM agents can find and merge duplicates, fill missing fields, standardise company names and job titles, log activity from email and calls, and flag deals that have gone quiet. Changes follow rules you approve, and every edit is recorded so it can be reviewed.
How much do sales and CRM agents cost, and how long do they take to launch?
Cost depends on lead volume, the number of systems the agent connects to, the state of your CRM data and the level of ongoing support. A focused agent for one workflow, such as inbound lead follow-up, can often be piloted in a matter of weeks. After a short discovery call we give you a scoped proposal with a realistic range.
How do we measure whether the agent is working?
We agree the measures before launch, typically time to first follow-up, reply rate, meetings booked, lead-to-opportunity conversion and CRM data completeness. Your sales team reviews real conversations during the pilot, and we tune the rules and messaging from what we see.