Sales, automated end to end.
Agents qualify leads the moment they arrive, quote and book within your limits, and work the accounts your team cannot get to.
Automated end to end
What agents take on in sales.
Each area runs end to end: from the moment the work arrives to the moment it is resolved and recorded, across every system it touches. Your people step in only where you decide.
- 01
Lead qualification
Respond to every inbound lead at once, qualify it and route it to the right rep.
- 02
Quotes & bookings
Price, negotiate within your limits and confirm, in one conversation.
- 03
Outbound prospecting
Targeted outreach that qualifies prospects and books meetings.
- 04
Account reactivation
Win back dormant and churned accounts with a fresh offer.
- 05
Upsell & renewals
Offer the right upgrade at the right moment, and renew ahead of expiry.
- 06
Follow-ups
No lead forgotten, and a CRM that stays clean.
Examples
How a case runs, step by step.
Each agent follows a workflow from request to result, across your systems, and knows when to bring in a person.
- Leads
A new lead fills in a form
- Form in
- CRM: enrich and score
- Meeting booked
- Rep briefed
Large accounts go straight to a named rep.
- Quotes
A customer asks for a quote
- Email in
- Pricing: build quote
- Quote sent
- CRM updated
Discounts over your limit need approval.
- Renewals
A contract is due for renewal
- Renewal due
- Usage reviewed
- Offer sent
- Rep alerted to risks
At-risk accounts go to the account manager.
Systems
Works with the systems you already run.
Agents connect through secure, permission-based connectors, or through the screen where there is no API. Your systems stay the source of truth.
- CRMLeads, accounts and deals
- PricingPrice lists and quotes
- Email and calendarMessages and meetings
- ContractsTerms and renewals
- Data warehouseUsage and history
Any other tool with an API connects the same way, including your own in-house systems, and legacy systems without one through computer use.
Control
In control at every step.
Prices, discounts and contract terms stay within the limits you set.
Your agent
Your data stays yours
Encrypted in transit and at rest. You decide where it is stored and how long it is kept.
Access by role
Agents only see and do what their role allows, through your existing sign-in.
Run where you need
In our cloud, in yours, or in a private environment.
Every action on the record
Each step is logged with what the agent saw, what it did and why.
People approve what matters
Choose which actions need a person, by amount, risk or customer.
Rules in plain language
Write your policies once. Every agent follows them.
Other functions
Get started
Start with any workflow in sales.
Tell us about the work that slows your teams down. We will show you an agent doing it, in your systems.
Get in touch