Your best next deals are already in your CRM
The new AI Sales Agent connects to your CRM, signups and product data, then tells you every morning which leads to contact and why.
Monday morning brief
3 leads worth contacting today
Maya Chen
CRM account
Head of Ops, Northwind Logistics
Closed-lost 5 months ago on timing. Their team doubled since.
Daniel Ortiz
New signup
Founder, Brightloop
Signed up 3 days ago, invited 2 teammates, has not booked a call.
Priya Nair
Product usage
VP Sales, Fernway
Usage up 40% this week and close to plan limits.
Warm leads go cold while you chase new ones
Most teams already own their best pipeline. It just sits across tools nobody has time to check every day. The agent checks it for you.
Signups that went quiet
Trial users and free accounts who showed interest but never talked to sales.
CRM accounts on pause
Closed-lost deals, stalled opportunities and old champions at new companies.
Customers ready to grow
Accounts whose usage, seats or activity point to an upgrade conversation.
Past conversations
Leads who replied, clicked or asked for a later follow-up that nobody sent.
From connected tools to today's list
- Connect
Connect your systems
Link your CRM, signup source and the tools your team already uses. No new database to maintain.
- Analyze
The agent reads the signals
Every night it looks for changes: new signups, stalled deals, usage spikes and follow-ups that slipped.
- Deliver
You get a short list each morning
Who to contact, why now, and a drafted first email. Approve, edit or skip each one.
Know exactly who to email before your coffee
Instead of another list to work through, you get a handful of leads with the context to write a message that lands.
- A reason for every lead, pulled from the record it came from
- A drafted first email that references what actually changed
- Nothing goes out until you approve it
- Skipped leads teach the agent what to leave out next time
Why now
IllustrativeDaniel Ortiz, Brightloop
- Signed up 3 days ago from the pricing page
- Invited 2 teammates yesterday
- No meeting booked, no reply to onboarding emails
Suggested first email
Hi Daniel, saw you brought two teammates into Brightloop's workspace this week. Happy to walk the three of you through the setup we see work best for teams your size. Worth 15 minutes Thursday?
Works with the tools you already use
Your CRM, signup flow, mailboxes and team chat feed the agent, so recommendations come from your own data.
- HubSpot
HubSpot
CRM
- Salesforce
Salesforce
CRM
- Pipedrive
Pipedrive
CRM
- HighLevel
HighLevel
CRM
Slack
Daily brief delivery
Zapier
Signups and any app
- Clay
Clay
Enrichment
- Calendly
Calendly
Meetings
Google Workspace
Mailboxes
Microsoft 365
Mailboxes
Start every day with a list worth working
Connect your CRM and signups, and let the agent surface the leads you already have.
Get started