AI-Agents for Sales Managers

With Agents, Sales Managers can give their teams and key deals more attention.

Add Qualified Leads

Add qualified prospects to the CRM for reps to follow up.

Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.

Works with23 tools
Add Leads to Campaigns

Place eligible leads and tailored drafts in campaigns for review.

Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.

Works with4 tools
Build Prospecting Lists

Keep the team's prospecting list fresh with qualified contacts.

Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.

Works with30 tools
Analyze Call Transcripts

See buyer objections and follow-up commitments in call briefs.

Your reps get a concise call brief, while marketing and product teams see the buyer themes worth sharing.

Works with
Email Campaign Qualification Report

Email a weekly view of which outreach campaigns produce qualified leads.

Your sales team gets a weekly report showing which outreach campaigns have contacts in qualified stages.

Works with4 tools
Populate Outreach Campaign

Turn targeting requests into researched lead lists for campaign review.

See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.

Works with22 tools
Schedule First Outreach Emails

Schedule the team's approved first emails and report exclusions.

See first outreach emails queued for your send window, with a clear reason for every prospect left out.

Works with5 tools
Update Lead Status

Show which reps have delivered leads awaiting personal follow-up.

Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.

Works with10 tools
Send Final Sales Follow-Ups

Track which final prospect notes went out and which threads need review.

Your final sales follow-ups go out only while prospects remain silent, and your schedule shows what happened to every due conversation.

Works with4 tools
Assign Sales Leads

Mark sales leads ready for reps and flag routing exceptions.

Your sales lead tracker shows which leads are ready for follow-up and which need a routing decision, with links in a dated task.

Works with6 tools
Build Sales Pipeline Reports

Build a deal report for the requested stage, owner, and close dates.

Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.

Works with8 tools
Follow Up Sales Leads

Keep reps' early lead conversations moving toward a next meeting.

Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.

Works with6 tools
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