Automate sales
Prospecting, enrichment, qualification, follow-up and reports on autopilot. Your reps spend the day on conversations that close — not on data entry.
B2B sales automation with AI uses agents and workflows connected to your CRM to handle the repetitive tasks of the sales process: researching and enriching leads, qualifying them with scoring, assigning them to the right rep, following up with personalized sequences, generating proposals and reporting activity. The rep keeps the decisions and the conversations; AI removes the grunt work. It runs on HubSpot or another CRM and is the operational backbone of a RevOps strategy.
Automatic research and enrichment: company, size, industry and buying signals before the first contact.
Automatic scoring by fit and behavior to prioritize the pipeline every morning.
Emails and tasks personalized by segment, written with AI and approved by you.
Routing by territory or industry and alerts to the rep when a lead becomes active.
Quotes and proposals generated from templates using CRM data.
Calls, emails, progress and conversion per rep, generated automatically every week.
Enriched lists + sequences personalized by industry; the rep steps in when there's a reply.
Response in minutes, automatic qualification and a meeting booked with the right rep.
Upsell signals detected by AI and alerts to the account manager with context.
First proposal draft generated from the CRM and your case repository.
We map your real sales process: sources, timing, leaks and repetitive tasks.
We design the workflows: scoring, assignment, sequences and human intervention points.
We connect CRM, email, WhatsApp and data; we build the agents and workflows.
We pilot with part of the team and compare against the previous process.
We measure response, conversion and activity; we optimize every sprint.
What sales directors ask before automating.
Automate your sales processLead research and enrichment, qualification and scoring, assignment, follow-up by email and WhatsApp, meeting scheduling, proposal generation, CRM logging and activity reports. Negotiation and closing stay human — with better information.
It drafts personalized messages using prospect data and your approved tone. You can run it on full auto for cold sequences, or with rep approval for key accounts.
We work mainly with HubSpot, but we also integrate other CRMs via API. If you don't have a CRM or it's a mess, we start there with our RevOps service.
The goal is the opposite of spam: relevant messages, personalized with real data and sent at the right moment. We set volume limits and tone rules to protect your brand.
First 4 weeks: instant response and an up-to-date CRM. From 1 to 3 months: more meetings per rep and a prioritized pipeline. The impact on closing depends on your sales cycle, but sales activity multiplies from the very first month.
Tell us about your process and we'll show you what to automate first to see impact this quarter.