AI agents for sales operations
Sales operations is the first place most companies feel the gap between what the team should be doing and what it has time to do. Agents close that gap without a CRM replacement.
What breaks today
Leads sit for days because follow-up is manual and reps are in meetings. Speed to first touch decides the deal more often than the pitch does.
CRM records rot. Stages are wrong, next steps are blank, and contacts leave the company without anyone updating the record. Forecast quality drops with it.
Quotes and renewals depend on one person remembering. When that person is out, the revenue slips a quarter.
Pipeline reporting eats hours every week. Someone exports, someone cleans, someone reconciles, and by the time the deck is done the numbers have moved.
The agent team we deploy
Each agent does one job well. The AI Manager routes the work between them and loads the right context from your company brain on every task.
Follow-up agent
Watches inbound leads and open opportunities, drafts the next touch in the rep's voice, and schedules it. Humans approve anything above the risk threshold you set. Nothing sends silently on a strategic account.
CRM hygiene agent
Reads meeting notes, email threads, and call transcripts, then writes structured updates back into the CRM. Stage, amount, close date, next step, and contact roles stay current without a rep filling in fields.
Quoting agent
Assembles quotes from your price book and approval rules, flags nonstandard terms, and routes exceptions to the person who owns the decision.
Renewal agent
Tracks contract dates, usage signals, and support history, then opens the renewal motion early with a briefing the account owner can act on.
Reporting agent
Produces the weekly pipeline review from live data, with movement, risk, and commentary written against last week's numbers.
What goes into the company brain
The company brain is the grounded knowledge layer the agents read from. It runs on open infrastructure that you own outright.
- Your ICP, qualification criteria, and disqualification rules.
- Pricing, discount authority, and approval thresholds.
- Account history, past objections, and what actually closed similar deals.
- Territory and ownership rules, so nothing gets touched by two agents at once.
How output gets scored
The AI Judge reviews work before it leaves the system. The Improvement Manager turns every rejection into a rule or a test.
- Every outbound draft is scored for accuracy against the account record before a human sees it.
- Claims about pricing, availability, and commitments are checked against source systems, not model memory.
- Anything the judge rejects goes to the improvement loop as a new rule or test, so the same miss does not repeat.
How the rollout runs
- Week one and two: the AI-First Scan maps the real sales motion, including the spreadsheet steps that are not in the CRM.
- Weeks three to six: one agent goes live on one segment, with a human approving every send.
- Weeks six to twelve: approval thresholds loosen where scores hold, and the second and third agents join the system.
Everything starts with the two-week AI-First Scan. From there, a single agent pilot runs $15,000 to build with $2,500 per month to operate. Full pricing is on the pricing page.
You keep your existing CRM, ERP, email, and ticketing. We build the agent layer on top of them, and we run it. See how a Cloudify agent system works for the full architecture, or browse the other workflow categories.
Bring us one painful workflow. We'll make it AI-first.
Two-week AI-First Scan. A ranked opportunity map. A deployed system your team does not have to babysit.