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Sales Cognitive Agent

Inside Sales Coordinator

Proposals out the same hour. Follow-ups that never slip. Every deal in your pipeline moved forward — while you sleep.

Role Overview

The Inside Sales Coordinator takes over once a lead is warm. It generates quotes and proposals, keeps every open deal moving with timely follow-ups, and maintains a clear, up-to-date view of your pipeline. The deals that usually go cold because nobody had time to chase them — it chases every single one, on schedule, without being told.

Stop letting warm deals go cold for lack of follow-up Talk to us about deploying this agent in your pipeline.
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Responsibilities

Connects & Integrates With

Channels

WhatsApp, email, website chat

Platforms

Your CRM (Zoho, HubSpot or similar), proposal and document tools, and pricing sources

Frequently Asked Questions

Quotes, pricing breakdowns, service proposals, and scoped deliverables — all built from your pricing data and service catalogue. You define the templates and the logic; the agent assembles them based on what each prospect has asked for.

Follow-up timing and frequency are configured based on your sales cycle. The agent tracks each deal's last activity and the prospect's response history, adjusting its approach accordingly — more persistent with warm prospects, giving space to those who need it.

No. It handles the mechanical and administrative side of sales — proposals, follow-ups, CRM updates — so your team can spend time on conversations and relationship-building that actually require a person. Think of it as a coordinator that does the tasks your sales team hates doing.

Zoho CRM and HubSpot are the primary integrations. Other CRMs can be connected depending on whether they have an accessible API. We assess compatibility during the scoping phase.

Two to four weeks. We configure the proposal templates, CRM integration, follow-up sequences, and channel connections based on your workflow. You test and approve before it handles any live deals.

Deploy the Inside Sales Coordinator in your business

Stop losing deals to slow follow-up. Tell us your sales process and we'll build this agent around it.

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