Every reply checked against CRM data and pricing rules
AI Sales Agent for SMBs.
Leads go cold because follow-up depends on busy humans. A controlled sales agent works the pipeline on time, every time — qualifying, nudging and flagging — while your CRM and pricing rules decide what it is allowed to say.
What it does
Useful work, on the record.
- Qualifies inbound leads against your ideal customer criteria
- Sends timely, personalised follow-ups that match your tone and offer
- Flags deals that are slipping or stuck in the pipeline
- Keeps CRM records updated from conversations and email threads
- Prepares call summaries and next-step suggestions for the sales team
Controls
What keeps it reliable.
Discounts and commitments always require human approval
Full log of every message the agent sends
Other functions
Agents across the business.
Marketing Agent
Drafts briefs, campaigns and reports from verified performance data, so budget decisions rest on real numbers instead of guesses.
Support Agent
Answers from approved knowledge sources only, escalates edge cases to a human and keeps a log of every resolved request.
Operations Agent
Turns recurring tasks, handoffs and status updates into routines that run reliably and surface blockers before they grow.
Finance Agent
Prepares invoices, reconciles records and assembles management reports with read-only access and human approval before anything is sent.
Founder Agent
Gives one morning view of what worked, what wasted budget and what needs your decision today, pulled from verified business data.
Get started
Ready to put your AI under control?
Start with a focused AI Agent Audit — a clear map of risks, quick wins and a practical roadmap. No obligation to continue.