Not another chatbot — an employee inside your sales org
AgenticSales logo

The AI Operating System for Sales Teams

AgenticSales gives every salesperson a team of AI helpers that write proposals, calculate quotes, book meetings, follow up with customers, and keep the CRM up to date — automatically.

9
AI teammates
12+
Tools it connects to
5
Stages to full autonomy
24/7
Always working

One request in, a finished job out

Behind the scenes it’s a team of specialized AI agents working together — but for your sales reps, it feels like a single conversation.

1

Tell it what you need

Type a plain-English request — “prepare a proposal for Acme Corp” — like you would to a colleague.

2

It does the research

It pulls up the customer's history, past conversations, deal size, and everything your team already knows about them.

3

It gets the work done

Proposal drafted, pricing calculated, follow-up email written, meeting scheduled — all in one continuous flow.

4

You approve, it delivers

Nothing goes out without your say-so. Once approved, it sends, updates your CRM, and notifies your team.

Works with the tools your team already uses

SalesforceHubSpotZoho CRMOutlookGoogle WorkspaceSlackZoomTeamsStripeDocuSign

Meet your AI sales team

Instead of one AI trying to do everything, nine specialists each own one job — and work together like a real team would.

01

The Listener

Figures out exactly what you're asking for, so you never have to fill out a form.

02

The Researcher

Pulls up the customer, their deal history, past meetings, and everything your team knows about them.

03

The Expert

Knows your pricing, products, case studies, and past proposals inside out.

04

The Writer

Drafts a polished, ready-to-send proposal — scope, timeline, deliverables, and cost.

05

The Pricer

Works out discounts, taxes, and subscription terms so every quote is accurate.

06

The Communicator

Writes follow-ups, cold outreach, reminders, and negotiation replies in your voice.

07

The Scheduler

Books meetings around real availability and time zones — no back-and-forth.

08

The Analyst

Turns your pipeline into forecasts, win rates, and revenue insight, always up to date.

09

The Memory

Remembers every customer's preferences, objections, and history, so nothing gets repeated or missed.

See it in action

One sentence. A finished workflow.

A single instruction sets off the whole chain — every step handled for you, with a human checkpoint before anything is sent.

A salesperson types

“Create a proposal for Tesla.”

  1. You ask for a proposal
  2. It reviews the customer's history
  3. It checks pricing and product details
  4. It writes the proposal
  5. It calculates the quote
  6. It drafts the email to send
  7. It asks for your approval
  8. You approve with one click
  9. It sends the email
  10. It updates the CRM
  11. It notifies your team
  12. Done — no manual work

Everything a sales team needs

From secure logins to call summaries — a complete platform, not a demo.

Secure & Team-Ready

  • Sign in with Google or Microsoft
  • Single sign-on for companies
  • Role-based access per team member
  • Full activity history

Connects to your CRM

  • Salesforce
  • HubSpot
  • Zoho
  • Dynamics 365
  • Pipedrive
  • Freshsales

Learns your business

  • Upload PDFs, docs, and spreadsheets
  • Pulls from your website & wiki
  • Syncs with Notion & Google Docs
  • Stays up to date automatically

Proposal Builder

  • AI draft, with easy manual edits
  • Ready-made templates
  • Version history
  • Built-in approval step
  • Digital signatures

Quote Builder

  • Live, accurate pricing
  • Coupons & discounts
  • Tax handled automatically
  • Approval before it's sent
  • Export as PDF

Email

  • AI writes, replies, and rewrites
  • Cleans up grammar and tone
  • Schedules send time
  • Tracks who opened it

Calendar

  • Books meetings automatically
  • Handles reschedules & cancellations
  • Sends reminders
  • Gets time zones right

Call Summaries

  • Works with Zoom, Meet & Teams
  • Records and transcribes calls
  • Summarizes what was discussed
  • Lists clear next steps

Sales Dashboard

  • Pipeline & revenue at a glance
  • Forecasts what's coming
  • Tracks leads & activity
  • Shows what's converting

From first product to AI sales employee

A clear path from a handful of pilot customers to a platform built for the largest sales organizations.

Stage 1

First Product

Team accounts & secure loginConnects to HubSpotLearns from your documentsAI chat assistantAutomatic proposalsAutomatic emails
Stage 2

Automation

Automatic quotes & pricingCalendar bookingMulti-step workflowsRuns tasks in the backgroundBuilt-in approvals
Stage 3

The Full AI Team

The coordinating "brain" agentAll nine specialists liveLong-term customer memorySmarter, faster answersFull analytics dashboard
Stage 4

Ready for Enterprise

Supports many companies at onceTeam permissions & audit trailsSingle sign-onReliable under heavy usageConnects to more business toolsEnterprise-grade security & compliance
Stage 5

AI Sales Employee

Joins and understands sales callsFollows up on its ownKeeps the CRM updated automaticallyPredicts revenue and pipeline outcomesGets smarter the more it's used
Long-term vision

Not an assistant. An autonomous digital sales employee.

“Prepare the proposal for Acme Corp, include our enterprise pricing, schedule a demo for next Tuesday, send the proposal after my approval, update HubSpot, and remind me if they don’t respond in three days.”

One sentence turns into a full sequence of work — researching the account, writing the proposal, pricing it, booking the demo, and following up — with a person only stepping in to approve.