An AI Agent For The Sales Work That Isn’t Selling
CRM updates, call prep and follow-ups eat a big part of a rep’s week. Your agent does that part in Salesforce, HubSpot or Pipedrive with each rep’s own login, and every email waits for the rep’s OK.
From $10/month 30 days free No credit card
Where The Day Goes
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The CRM Is Always A Day Behind
Notes from three calls sit in a notebook, and the deal still says “Discovery” when the forecast meeting starts.
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“Just Bumping This” Follow-Ups
There’s no time to reread the thread and find something new to say, so follow-ups go out generic or not at all.
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At A Small Company, The Rep Is Also The Admin
Nobody builds the pipeline report for Monday’s meeting except the person who’d rather be on calls.
What Your Agent Does For You
In the tools you already use, with your own login, one item at a time.
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Update The CRM After Calls
Paste your notes or point it at the call summary. It logs the activity, updates the stage, next step and close date, and creates the follow-up task.
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Research Accounts Before Calls
It reads the company’s site, recent news and your CRM history and writes a one-page brief: likely priorities, past conversations and open questions.
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Draft Follow-Ups With Something New
It rereads the thread and call notes and drafts a short follow-up that answers a question or adds a relevant example. The rep approves each one.
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Prep The Pipeline Review
Before Monday’s meeting it lists deals with no activity in two weeks, close dates already passed and stages that don’t match the notes.
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Fix Contact Records One By One
Bounced emails, people who changed jobs and duplicates: it fixes the records it can confirm and lists the rest for you.
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Move Call Details Into The Deal
It reads the Gong summary or meeting transcript and adds pricing questions, objections and next steps to the deal record.
Ask In Your Own Words
Type it in a project chat, or send it from your phone. Your agent does the work and reports back in the thread.
- Just got off with Dana at Northwind. They want pricing for 40 seats by Friday. Log it, move the deal to Proposal and remind me Thursday.
- I’m meeting Acme’s ops director at 2. Give me a one-page brief from their site, recent news and our CRM history.
- Draft a follow-up to Kevin at Brightline. He went quiet after the demo; bring up the onboarding question he asked.
- Which of my deals haven’t had activity in two weeks? List them with the last note.
- Fix the bounced contacts from last week in HubSpot and tell me which ones you couldn’t confirm.
- Add the objections from today’s Gong call with Lisa to the Halvorsen deal.
- Every Friday at 3, post my pipeline changes for the week in the sales channel.
The Plan That Fits
Each rep keeps their own logins in the Vault while the team shares channels, tasks and agents, up to 10 people.
Team
$29/mo
Up to 10 people and 20 AI agents. Try it free for 30 days, no card. Your agents run on your own AI plan.
Questions From Sales Teams
Is this a sequencing tool?
No. Keep Outreach, Salesloft or Apollo for sequences. The agent does the CRM upkeep, research and one-to-one follow-ups around them.
Does each rep use their own login?
Yes. Each person connects their own Salesforce or HubSpot login once, kept in the Vault, and picks which agents can use it.
Can it build prospect lists?
It can research accounts you name from public company sites and your own CRM, one at a time. It doesn’t scrape sites or bulk-export contacts.
Will it change deals without asking?
It updates the fields you ask about and tells you what it changed. Deleting records waits for your OK.
Can a sales manager see the agent’s work?
Yes. Requests made in a shared channel stay visible to the team, and agents write what they changed to the project log.
Does my agent see my passwords?
No. Your logins stay in your Vault, a safe your agents can use but never read. You connect each app once at Settings › Connections and choose which agents can use it, and you can remove that access at any time.
Hand the busywork to your agent. You stay in charge.
From $10/month 30 days free No credit card
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