Your Sales Ally on the Go
Relieving you from time-consuming admin tasks—especially when you're on the move.
Sales Agent lovesthe admin work.
In the car or on the go, the Agent preps your meetings, enriches data with LinkedIn details, and updates your CRM after each meeting. Keep moving forward, drive more sales, and let the Agent handle the tedious tasks.
Reclaiming Focus on Customer Engagement
Prepare me for the sales meeting
Walk into every meeting fully informed like a boss. Gain instant access to personal insights about attendees directly from your calendar.
Lookup for the contact details
Quickly retrieve key details about your contact without jumping between apps and search engines.
Due-Diligence on Company
Uncover vital company intel and spark your chances of closing the deal using strategic sales and marketing qualification.
Coming soon
Log post-meeting notes to CRM
Capture your insights right after meeting clients and keep your CRM up-to-date before the details fade away. The Agent may follows up with key questions to make sure every required detail is captured.
Scan Business Card and follow up
Save enriched visitor data at the conference or after meeting to your CRM or Google Spreadsheet. Let the Agent instantly follows up with a personalized email after scanning the business card to keep the momentum alive.
Update me on my leads and deals
Get live updates from your CRM on your leads and deals, so you’re always on top of your pipeline.
Express Yourself by Voice.
Speak freely with ideas as they come—no need to structure them. The Agent listens, organizes your input, asks for additional information when necessary, and provides you with action plan to approve.
Customize or Create your Own Scenarios
Make the Agent work the way you do. Use ready-made scenarios tested by many, or create and customize your own to match your business processes.
Request Connections to More Scenarios
Expand the Agent’s capabilities by adding connections to your preferred systems and unlock new scenarios.