AI · 8 agents
AI agents that close the deal.
Eight roles a CRO would otherwise hire for, running inside the CRM, on the same accounts your humans use. Each agent reads from the live pipeline, routes through the same rules, and leaves an audit trail with its name on every action.
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LS
Agent
Lead Scoring Agent
Scores every signal, routes the hot ones in seconds.
Watches every lead signal: form fills, page views, email opens, replies, meetings booked. Re-scores on every change against your weights. Hot leads escalate to a manager queue, cold leads auto-archive with reason logged.
FC
Agent
Forecast Agent
Flags Commit numbers your pipeline can't support.
Watches the rep-by-rep forecast submission against historical close rates, deal-velocity, and current pipeline shape. Flags Commit numbers that diverge from what the underlying pipeline can support, surfaces gaps to managers before quarter-end, not after.
QA
Agent
Quote Approval Agent
Drafts the approval rationale, routes in real time.
Watches every queued quote. Drafts the approval rationale: discount vs floor, comparable deals, customer history, margin impact. Pushes to the right approver with the right context. Median round-trip drops from 2-3 days to 8 minutes for standard-tier discounts.
RN
Agent
Renewals Agent
Chases renewals, flags at-risk, surfaces upsell.
Works the renewal pipeline like the new-business pipeline. Chases stalled renewals, escalates at-risk accounts (silent customer, support tickets up, NPS down), surfaces upsell potential. Median renewal cycle drops 18 days; gross retention lifts where the agent runs.
CS
Agent
Commission Statement Agent
Closes the monthly statement, resolves the disputes.
Each month, rolls up accrued Commissions per Earner into a CommissionStatement. Resolves the easy disputes (verifies CloseDate, verifies plan-rate, verifies opportunity-amount), surfaces the rest to Sales Ops with a one-line summary.
TR
Agent
Territory Realignment Agent
Realigns territories without the chaos.
Runs realignment with quota balancing: proposes Account reassignments, computes per-rep load impact, executes atomically on Sales Ops sign-off. Pipeline transitions cleanly; commission credit splits fairly across the boundary.
DC
Agent
Deal Coach Agent
Surfaces stage gaps, missing buyers, stalled opps.
Watches every open opportunity. Flags the gaps that predict slipping deals: missing decision-maker contact, stalled stage progression, no recent activity, competitor mention surfacing in call transcripts. Drops the diagnostic in the rep's queue with a recommended next step.
AX
Agent
Approvals Agent
Policy in plain English, routing in real time.
Reads your approval policy in plain English. Routes quotes, contracts, commission adjustments, vendor onboarding, credit-limit changes, and lead reassignments to the right approver based on amount × territory × tier.
One record. One audit trail. Eight agents on top.
Agents share the same accounts and routing rules as your humans. Every action is signed, timestamped, and traceable. Off-switch per agent. Approval thresholds per task. Read-only mode for evaluation.
Run all 8 agents on your own data.
Free to sign up. Live in 60 seconds. No credit card, no sales call.
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