Account research
Builds context from CRM history, past threads, and public signals before anyone writes a word.
Solutions · Sales
It researches accounts, qualifies inbound, drafts the follow-up, and keeps the CRM true — supervised, on the record, and tuned to how your team sells.
3×
Faster lead response
11
Quiet deals resurfaced in month one
100%
Of sends on the record
Representative results · your pipeline will vary
The job
Builds context from CRM history, past threads, and public signals before anyone writes a word.
Scores and routes every inbound against the criteria your team sets — nothing sits unread overnight.
Prepares relevant outreach and revival messages for review, or sends within approved rules.
Keeps records, owners, stages, and next steps current after every touch — the pipeline stays true.
On shift
While your team sells, the agent works the parts of the pipeline that usually slip: the inquiry that arrived at 9pm, the deal that went quiet three weeks ago, the CRM record nobody updated after the call.
Everything it prepares waits in one queue. Everything it sends carries its reason, approval, and outcome — reviewable months later, not just in the moment.
Enforced server-side · Widened one rule at a time
Supervision
Start with every send held for approval. When the drafts are consistently right, let routine follow-ups run on their own — while first contacts, pricing, and anything near a contract keep waiting for a person.
Rules are enforced on the server, not suggested in a prompt. The agent cannot lower its own floor.
Integrations
Each connection is scoped to only what the role needs — reading the inbox doesn't grant sending, and sending can still require your approval.
It picked up eleven deals that had gone quiet. Two of them closed. It paid for itself in the first month.
It watches the channels where sales work arrives — the shared inbox, the CRM, form fills — then researches the account, qualifies the lead against your criteria, drafts the follow-up, and keeps records, owners, and next steps current. It works continuously, not when someone remembers to prompt it.
Not unless you allow it. By default, first-contact outreach and anything touching pricing holds for your approval, and the approval shows the exact message before it goes out. Routine follow-ups can run autonomously once you widen the boundary.
Gmail, Salesforce, HubSpot, Slack, and your calendar out of the box, with least-access scope by default — and thousands more systems through Syntrum connections. It works inside your stack rather than replacing it.
A sales agent is one role on any plan — from $12/month with your own API key on Solo, or on Team with model usage included. There's no per-seat charge for the humans reviewing its work.
Connect the inbox and the CRM, start in Assist mode, and the first qualified leads and drafted follow-ups typically land in your approval queue the same day. You review everything until you decide it has earned autonomy.

Start small
Start with one repeatable job. Keep approval over every action, see the results, and expand when you are ready.