AI CRM Data Entry Agent
Capture, normalize, and review CRM records without losing source context or human control.
Less manual CRM cleanup
Tranki agent catalog
Sales
Qualify inquiries and coordinate follow-up using your sales process.
Custom solutions starting at $300 USD/month
AI Lead Qualification Agent
Structure prospect signals, apply your qualification framework, and route a clear sales handoff.
More consistent qualification notes
AI Sales Follow-up Agent
Draft personalized follow-ups, coordinate deal tasks, and keep sales owners in control.
Fewer missed follow-up commitments
AI CRM Record Cleanup Agent
Find duplicate, incomplete, stale, and inconsistent CRM records, prepare safe cleanup suggestions, and keep every change traceable for human approval.
Identify duplicate, incomplete, stale, conflicting, and incorrectly formatted account, contact, lead, and opportunity records using rules your team approves.
AI RFP Response Drafting Agent
Structure RFP requirements, surface missing evidence, and draft a traceable response for human review.
A requirement-by-requirement response plan
AI Cross-sell Recommendations Agent
Suggest relevant complementary products using approved relationships, customer context and human-controlled rules.
More useful add-on suggestions
AI Deal Risk Monitoring Agent
Surface changing deal signals, explain risk patterns, and route focused reviews to the right sales owner.
Earlier visibility into deal friction
AI Inbound Lead Routing Agent
Qualify inbound signals, apply routing rules, and deliver a clear handoff to the right sales owner.
Faster, more consistent lead handoffs
AI Lead Enrichment Agent
Add approved context to lead records, show the source behind each field, and keep uncertain data ready for review.
Richer lead context for sellers
AI Post-demo Follow-up Agent
Organize demo signals, draft relevant follow-ups, and keep next steps and commitments visible for human approval.
More relevant post-demo follow-up
AI Prospect Research Agent
Organize approved account signals, map relationships and prepare a source-backed prospect brief for seller review.
A clearer account picture before outreach
AI Renewal Outreach Agent
Coordinate timely, context-rich renewal outreach with clear human review.
Renewal milestones stay visible before they become urgent.
AI Sales Appointment Setting Agent
Move qualified prospects from interest to a well-prepared meeting.
Qualified prospects receive a clear, relevant path to book time.
AI Sales Call Scheduling Agent
Coordinate sales-call timing across calendars, owners, and time zones.
Prospects see relevant windows instead of a confusing calendar maze.
AI Sales Forecasting Agent
Build a transparent, human-reviewed view of sales pipeline direction.
Forecast reviews center on evidence and assumptions, not spreadsheet guesswork.
AI Sales Meeting Preparation Agent
Prepare focused sales meetings with context, questions, and clear next steps.
Sellers spend less time searching across systems before a meeting.
AI Sales Pipeline Updates Agent
Keep opportunity stages, ownership, and next steps aligned.
Important opportunity changes are easier to spot and review.
AI Sales Proposal Generation Agent
Assemble customer-ready proposals from approved context and evidence.
Proposal drafts reflect the customer’s situation instead of generic filler.
AI Sales Quote Generation Agent
Assemble accurate, customer-specific quotes with commercial control.
Quotes reflect approved products, packages, quantities, and customer context.
AI Upsell Recommendations Agent
Recommend relevant account expansion with context and control.
Recommendations reflect customer readiness instead of generic promotion.
Built around your company
Need a different workflow?
Tell us what your team repeats. We will map the process and scope an agent around your rules, systems and review steps.
Book a consultation