Part of our Sales agents
AI agents for sales teams in IT services
Actionist is an AI automation tool whose agents operate the apps your MSP sales team already uses, from researching prospects and rebuilding proposals by hand to briefs, quotes and tender answers ready for review.
MSP sales teams get back the hours lost to prospect research, proposal assembly, and tender paperwork.
AI Employees for IT Services Sales in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
Selling managed IT is a long, document-heavy cycle: an enquiry, a discovery conversation about devices and compliance, a tiered proposal, often a security questionnaire, and then a contract that runs for years. Reps spend more of it on paperwork than on prospects.
Actionist agents work your CRM, your price book and your document templates beside the sales lead, so every enquiry is researched, every call is written up, and every proposal starts as a draft rather than a blank page.
- Every enquiry researched and routedA web form or partner referral gets a fit check and the right owner the same morning it lands.
- Discovery calls that start preparedReps walk in with the prospect's stack, size and history, and the notes are written up when they hang up.
- Proposals out while the prospect is warmTier, price and scope drafted from your price book so the quote is not the slowest part of the deal.
- Tender bids you can afford to enterRequirements broken down and questionnaires pre-filled from your approved answer bank before anyone decides to bid.
- A pipeline you can forecast fromStages, next steps and close dates stay current so Friday's number is not a guess.
- More from the clients you already serveAgeing hardware and missing security services surfaced as opportunities, not found by accident.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your IT Services Sales team's day.
Where the hours go
An enquiry arrives on the website form and sits until a rep has time to Google the company, guess its headcount, and work out who supports its IT today, by which point the prospect has already spoken to two other MSPs.
An agent reads each enquiry within about a minute, researches the firm, checks the CRM for history, and gives the rep a fit score, an owner and a drafted first reply to approve.
Every proposal is rebuilt from the last one: tier picked by feel, per-user pricing recalculated, hardware prices looked up on a distributor site, and terms pasted from three older documents.
An agent picks the tier from your price book, prices the quote, pulls current distributor costs, and assembles the proposal from your template for the account manager to review and approve.
A tender or security questionnaire lands with 140 questions and a deadline, and the sales lead spends two days answering what was answered last month before they can even decide whether to bid.
An agent breaks the document into a requirements checklist, pre-fills answers from the ones you have approved before, flags every gap, and drafts the bid or no-bid summary for your decision.
The CRM is only as current as the last time a rep updated it, so Friday's forecast is built by chasing people on Slack for what moved, which deals have no next step, and what the close dates really are.
An agent sweeps the CRM daily for stale opportunities, drafts the nudge to each rep, and builds the weekly pipeline report so the forecast starts from current data.
Actionist Will Automate
What one automation looks like
A week with your IT Services Sales agents
Some of the apps for your IT Services Sales team
Some of the sales apps your agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
When a form submission or a partner email lands, the agent reads it within about a minute, looks up the company, checks the CRM for earlier contact, and writes a fit score and a proposed owner on the lead. The first reply is drafted and left in the owner's drafts, so nothing reaches the prospect until a person has approved it.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Lead intake150 min / weekResearching each enquiry by hand
A rep opens the form, searches the company, guesses the headcount, checks whether anyone has spoken to them before, and writes a first reply from scratch.
Lead intake Agent0 minAgent researches and drafts the first replyAn agent reads the enquiry, researches the firm, checks the CRM history, writes a fit score and drafts a reply for the owner to approve.
- Discovery and notes180 min / weekWriting up calls and updating the CRM
After each discovery call the rep types notes from memory, moves the stage, sets a task and writes the follow-up, usually the next morning, if at all.
Discovery and notes Agent0 minAgent writes the notes from the transcriptAn agent reads the Zoom or Fireflies transcript, writes the notes, updates the CRM and drafts the follow-up for the rep to review and send.
- Proposals and quotes240 min / weekRebuilding the proposal and pricing the quote
The account manager picks a tier by feel, recalculates per-user pricing, checks hardware prices on a distributor site, and pastes terms from older documents.
Proposals and quotes Agent0 minAgent drafts from the price bookAn agent picks the tier, prices the quote from the price book and current distributor cost, and assembles the proposal from your template for review.
- Tenders and questionnaires200 min / weekAnswering a 140-question security questionnaire
The sales lead hunts through earlier submissions for answers, copies them across, and finds the gaps the night before the deadline.
Tenders and questionnaires Agent0 minAgent pre-fills from approved answersAn agent fills the questionnaire from answers you approved before, marks every gap for your security lead, and holds the submission for review.
- Pipeline hygiene150 min / weekChasing reps for the forecast
The sales lead messages each rep for what moved, rebuilds the pipeline sheet by hand, and finds a stale deal only when someone mentions it.
Pipeline hygiene Agent0 minAgent sweeps the CRM and builds the reportAn agent finds deals with no next step, drafts the nudge to each rep, and builds the weekly pipeline report from the confirmed stages.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
Sales work puts words in front of prospects and clients under your name, so the agent only earns trust if you control what leaves. Every email, proposal and questionnaire answer is a draft until a person approves it, and every action is logged.
Replies, follow-ups, proposals and questionnaire answers are drafted and queued for the owner. They go out only when a person sends or approves them, unless you deliberately widen that autonomy.
Pricing, discounts, bid or no-bid, and contract terms stay with the account manager and sales lead. The agent prepares the figures and the options, then waits for the decision.
Draft replies and approval requests arrive in Telegram or Slack with the draft attached. One tap approves or sends it back, so deals do not stall waiting for someone to sit at a desk.
Each run records what the agent read and drafted, with screenshots. Prospect, client and pricing data stay encrypted, are never used to train models, and you can self-host for full isolation.
More IT Services & MSPs teams
More use cases for IT Services Sales teams
Frequently asked questions
Does my IT services sales team need to be technical to use Actionist?
How do I get started with a sales agent for my MSP?
How do I make customised AI agents for the way we sell managed services?
How quickly can I set Actionist up for sales?
Is prospect, client and pricing data safe with Actionist?
Our PSA, CRM add-in or tender portal has no API. Can an agent still use it?
Will the agent email a prospect or send a proposal without me seeing it first?
Can the agent set prices, offer a discount or decide whether we bid on a tender?
Can it fill in a security questionnaire truthfully?
See an agent research an enquiry and draft the proposal
Book a free demo and watch an Actionist agent research a new enquiry, brief a discovery call, price a managed services quote and flag a stale deal, end to end.