Solution · By agent
Your sales rep spends half the week updating the CRM, chasing follow-ups and building quotes instead of selling. The AI sales agent does that back-office work and leaves the person to just close: we leave it running on your pipeline.
A good sales rep keeps the CRM alive after every call, chases the follow-up at the right moment, builds the quote off the catalog, revives the deal that went quiet and shows up to the meeting with the context ready. The problem is almost all of that is back office, not selling —keying, chasing, prepping—, and those are hours that eat the rep alive while deals cool off. We ship that support as an agent on your pipeline: it updates the opportunity after every contact, schedules and chases the follow-ups, builds the quote off your catalog, flags the stalled deal and preps the rep before the call —and leaves the person to just close and own the relationship. We don’t sell you another CRM tool; we leave the digital employee doing the back office of the sale, with a person closing.
The problem
Closing is the one thing you can’t delegate, and the rep spends half the week doing everything else.
- The CRM is always a day behind: after every call someone has to note what was said, move the stage and create the next task —and in a rush it’s left half-done or not done at all.
- Follow-ups get lost: nobody remembers the “I’ll write you next week”, and the good opportunity cools off waiting on an email that never went out.
- The quote takes days to go out: someone opens the template, hunts the price in the catalog, adjusts the lines and tries not to slip up —and meanwhile the customer thinks it over.
- Opportunities get stuck with no alarm going off: nobody watches who’s gone three weeks without moving until it’s too late to revive it.
Cost of staying the same
The time the rep spends updating records, chasing follow-ups and building quotes shows up on no invoice: it shows up as a pipeline that says what’s no longer true, as the follow-up that never went out and the opportunity that cooled off, as the quote that landed late, and as your best seller playing admin instead of closing. Hiring someone to offload that back office covers a peak, not the month; and sales judgment stays trapped in tasks that don’t need it. You pay the expensive salary of a rep doing mechanical work and the opportunity cost of the deals that fall away along the way.
The solution
A sales agent shipped on your CRM that keeps the pipeline up to date, chases the follow-ups, builds the quotes and revives the stalled deals, with a person closing
- 1We set the criteria and the limits with you: what it notes and moves in the CRM after every contact, when and how it chases the follow-up, how it builds the quote off your catalog and your pricing rules, and what it passes to you to approve before it goes out.
- 2After every call or email, the agent updates the opportunity: it logs what was said, moves the stage by what happened, leaves the next task with its date and keeps the record up to date —without the rep keying anything on the way out of the meeting.
- 3It schedules and chases the follow-ups at the right moment, builds the quote or the proposal off your catalog ready to review, and flags the opportunity that’s gone quiet for days so it can be revived before it cools off.
- 4It starts with a safety net and measured: the agent proposes and a person approves what isn’t obvious, we compare its work against the rep’s, and we only hand it autonomy by task type when the data backs it. Closing and owning the relationship stay with the person.
What changes
What you stop losing
The rep stops playing admin: the agent updates the CRM, chases the follow-up and builds the quote, and the person spends the week on the one thing that can’t be delegated —talking to the customer and closing.
Mechanism
The follow-up stops getting lost: the agent schedules and chases it at the right moment, so the good opportunity doesn’t cool off waiting on an email nobody sent.
Mechanism
The pipeline stops lying: every record is updated after the contact, not whenever someone finds a minute, and the stalled opportunity surfaces before it’s too late instead of dying in silence.
Mechanism
What we measure: % of records updated without intervention, follow-ups done on time versus the ones that used to get lost, time from the “yes” to the quote sent, and stalled opportunities revived versus the ones that used to fall away.
What we measure
Spec sheet
- Work it removes
- having the rep —or the sales team— update the CRM by hand after every call, chase follow-ups from memory, build each quote by opening the template and hunting prices in the catalog, and watch one by one which opportunities are cooling off
- Typical setup
- 2–4 weeks
- Input
- what happens on every contact (call notes, emails, the opportunity that already lives in your CRM), your catalog and price list with its pricing rules, and the sales judgment and the script we set with you
- Output
- the CRM up to date after every interaction —stage moved, record updated and next task created—, the follow-ups scheduled and chased on time, the quote or proposal prepared off your catalog ready to review, and the stalled opportunities flagged to revive —with the exception and anything going to the customer approved by a person
- Works with
- HubSpotPipedriveSalesforceZoho CRMEmail (Gmail/Outlook)Google CalendarMicrosoft 365Tu catálogo y tarifario
- Can connect to
- The opportunity and the activity in your CRMYour catalog, price list and quote templatesYour contact channels (email, calendar, call notes)Your team’s sales judgment and pricing rules
- What we measure
- % of CRM records updated without interventionfollow-ups done on time versus the ones that used to get losttime from the “yes” to the quote sentstalled opportunities revived versus the ones that used to fall away
- Good fit for
- sales teams with a live pipeline in the CRM and reps who lose hours updating records, chasing follow-ups and building quotes instead of selling and closing
- Not a fit for
- purely transactional sales with no follow-up or pipeline to manage, or top-of-funnel cold prospecting —that’s what the AI SDR agent is for
Frequently asked questions
The SDR agent works the top of the funnel: it prospects cold, builds and enriches the list, launches the first contact and qualifies the reply to book the meeting. The sales agent comes in after, once there’s a live opportunity: it keeps the CRM up to date after every call, chases the follow-ups, builds the quote off your catalog and revives what stalls —all the back office a seller does between meetings. The SDR fills the calendar; the sales agent helps move and close what’s already inside. Neither one closes for you: the close and the customer relationship stay with your person. Many teams run both, each in its own stretch of the funnel.
No, and that’s the line. The agent does the back office —updating the CRM, scheduling and chasing follow-ups, building the quote, flagging what’s stalled— so your rep walks into the conversation fully prepped and spends the time on what only a person does: negotiate, build trust and close. Anything that goes to the customer starts in propose mode: the agent prepares it and a person approves before it’s sent, especially at the start. We don’t replace the sales relationship; we take the paperwork that eats it off the rep’s plate.
Your CRM fires fixed rules: if A happens, create task B or send email C. It’s fine for the deterministic part, but it doesn’t understand what happened on the call or decide with judgment. The agent reads the note or the email from the meeting, decides which stage to move the opportunity to and which follow-up is due, builds the quote picking the catalog lines that fit, and flags the opportunity that’s cooling off even when no rule says so. We don’t compete with your CRM or ask you to migrate anything: it leans on the one you already use and does the part its automations never did. And it starts supervised, not blind.
Want it running in your business?
You’ve pinned the problem. We ship the fix and leave it measured.