All six agents
Demand
Sales Agent
Pipeline, outreach, speed-to-lead
So your people can close instead of chase.
- First response on website, Google, Facebook, forms and every other fitted inbound source, inside your speed-to-lead window.
- Qualification against your published rules: service area, job type, budget band, timeline, exclusions.
- Personalized follow-up that stops on unsubscribe, not-interested or hostile replies.
- Meeting booking against live calendar rules and buffers.
~1 min · what the Sales Agent does, in plain English
Everything the Sales Agent handles
- Builds and scores your target accounts from your rules, spots buying signs and partner leads, and maps who decides.
- Replies to new leads in minutes, writes first messages from your approved talk tracks and books calls on both calendars.
- Sets callbacks at a time the customer picks and gives the person calling a short brief.
- Logs every touch against the deal, follows up on open quotes once, and stops the moment someone asks not to be contacted.
- Runs your qualifying questions, turns down out-of-area leads politely and closes out deals that are not real.
- Drafts proposals and quotes from your price list only. Any discount or custom term goes to a person.
- Preps demos and pilots around the buyer's pains, and answers objections with your approved answers.
- Chases the verbal yes to signed paper and assembles order forms and security questionnaires. A person signs.
- Flags stale deals, builds the forecast from what your sellers confirm and preps coaching notes for managers.
- Hands every won deal to Customer, Ops and Finance with what was sold, the dates promised and who to call.
- Super easy to use: your team works with it inside the tools they already use, with nothing new to learn.
- Each agent can be customized for your business's specific purposes, rules and wording.
Try the Sales Agent
Pick a lead and watch the agent work it.
Pick a scenario
Each tab is one thing the agent handles. The demo plays the first one on its own.
The shop in this demo: Marcus owns it · Dana runs sales visits and callbacks.
10:24
Your shop
Text messages
Pick a tab above to play a conversation.
Inside your toolsCRM · shared calendar · Dana's list
Everything the agent does in your tools shows up here, and so does any choice it leaves to a person.
Want this in your shop? Book a free consult about the Sales Agent