AI agents for Sales teams
From chasing follow-ups between calls and re-keying deal updates into the CRM every evening, to sequences that fire on time and a pipeline that stays current without reps touching a form.
Sales reps get back the hours lost to CRM updates, follow-up chasing, and proposal re-drafts.
AI Employees for 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
- Pipeline that reflects realityEvery deal stays at the right stage with a next step logged, so Friday's forecast is built on facts, not guesses.
- Follow-ups that never slipEvery open thread gets the next message drafted and queued the moment a deal goes quiet.
- Leads qualified before they reach a repInbound leads are scored, enriched, and routed to the right owner so reps call people worth calling.
- Proposals out the same dayAn agent drafts the proposal from the deal record and price book, not last quarter's doc.
- Forecasts the board can trustWeekly pipeline reports are assembled from live CRM data, not copy-pasted the night before.
- Sell more, update lessSpend your hours on discovery calls and negotiations, not entering notes, chasing invoices, and formatting decks.
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 Sales team's day.
Where the hours go
Deals go cold because follow-ups slip while reps live in back-to-back calls.
An agent watches every open thread and drafts the next follow-up for the rep's approval the moment a deal goes quiet.
The CRM is always a day behind because updating it means stopping selling.
An agent logs call notes, stage changes, and close dates after each activity so the pipeline reflects what is actually happening.
Building the weekly forecast means pulling numbers from the CRM by hand and formatting them the night before the leadership call.
An agent assembles the pipeline report from live CRM data on a schedule and posts it to the sales channel before the call starts.
Reps rebuild proposals from the last deal's doc, re-key pricing, and swap names, which is how errors get quoted to customers.
An agent drafts the proposal from the deal record and the price book, queued for the rep to review and send.
Actionist Will Automate
What one automation looks like
A week with your Sales agents
Some of the apps for your 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.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Sales150 min / weekKeeping the CRM current
Reps spend the last hour of every day re-entering call notes and moving stages in the CRM because it does not update itself.
Sales Agent0 minAgent logs updates for rep approvalAn agent drafts the stage changes, next-step notes, and close-date corrections from the day's activity and queues them for a two-minute rep confirmation.
- Sales120 min / weekWriting follow-up emails after calls
Each rep writes follow-up emails from scratch after every call, which is why the ones from late afternoon often sound tired or slip to the next morning.
Sales Agent0 minAgent drafts the follow-up from deal notesAn agent reads the call notes and the deal thread and drafts a personalised follow-up for the rep's review, so every call has a follow-up queued within the hour.
- Sales90 min / weekBuilding proposals by hand
Rebuilding a proposal from last quarter's doc, re-keying pricing, and swapping the company name for every new opportunity, which is how the wrong price gets quoted.
Sales Agent0 minAgent drafts from the deal record and price bookAn agent pulls the agreed scope, pricing tier, and contact details from the CRM and drafts the proposal document for the rep to review before it leaves the building.
- Sales90 min / weekBuilding the weekly forecast report
Someone pulls the pipeline view from the CRM, copies it into a spreadsheet, and formats the forecast the night before the leadership call.
Sales Agent0 minAgent assembles and drafts the forecast narrativeAn agent pulls live CRM data, flags stale and at-risk deals, and drafts the forecast narrative with a rep action list, posted to the leadership channel before the call.
- Sales75 min / weekQualifying and routing inbound leads
Someone reads each inbound form fill, looks up the company, decides if it fits, and manually assigns it to a rep, which takes an hour by the time anything gets done.
Sales Agent0 minAgent enriches, scores, and routes each leadAn agent picks up every inbound lead within about a minute, enriches it, scores the fit, and routes the qualified ones to the right rep with a summary, so reps call people worth calling.
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
An agent touching your pipeline, your proposals, and your customer communications only earns its place if you stay in control of every move. Actionist is built so the rep decides what goes out, the manager sees everything, and nothing irreversible happens without a human sign-off.
By default the agent writes follow-up emails, proposals, and deal summaries and queues them for rep review. Nothing goes to a prospect without the rep choosing to send it.
Anything that deletes a record, sends an external message, or changes a contract stops for explicit approval, regardless of how much autonomy you have granted elsewhere.
A full audit trail records every CRM write, every email draft, and every report built, so the manager can see exactly what the agent did and when.
Deal data, customer communications, and prospect records are encrypted, never used to train models, and can be self-hosted on your own VPS if your compliance team requires it.
This team, in your industry
The same agents, set up for the way a specific industry works, its tools, its tasks, and the language its customers use.
Industry-specific versions of this team are coming soon.
More use cases for Sales teams
Frequently asked questions
Will it send emails or update the CRM without me checking first?
What if my CRM or dialler does not have an API Actionist can connect to?
How does it learn our sales process and qualification criteria?
Which tools does this connect to?
Does my team need to be technical to set this up?
How quickly does it pick up a new inbound lead?
How do I build a custom AI agent for a workflow we have that is specific to our sales process?
Where does our pipeline data live and is it used to train AI?
How quickly can we get Actionist set up for the sales team?
See an agent draft a follow-up and update your pipeline in one pass
Book a free demo and watch an Actionist agent keep a deal moving from CRM hygiene to follow-up to proposal, end to end.