✉️ Workflow Agent · Background Automation
Sales Agent
The Sales Agent runs personalized outreach sequences, sends follow-ups at the right time, generates proposals, schedules meetings, and logs every interaction to your CRM. It turns qualified leads into closed deals without manual busywork.
Capabilities
What the Sales Agent does
Outreach, follow-ups, proposals, and closes — on autopilot
CRM Integration
Customer lookup, record updates, lead capture
Communications
Email and SMS messaging
Content Generation
Social media calendar, SEO briefs, ad variants, content repurposing
Sales AutomationNEW
Proposals, deal tracking, win-loss analysis, follow-up sequences
Scheduling
Check availability and create bookings
Referral Network
Partner integrations and referral tracking
How it works
End-to-end resolution pipeline
1
Qualified Lead
Hot lead arrives from Lead Qualifier
2
Outreach
Personalized email/SMS sequence starts
3
Engage
Follow-ups adapt based on engagement
4
Propose
Custom proposal generated and sent
5
Close
Meeting booked, deal logged to CRM
Why it’s different
Manual process vs. Sales Agent
| Capability | Manual Sales | Sales Agent |
|---|---|---|
| Outreach | Generic email blast | Personalized multi-channel sequences |
| Follow-ups | Manual calendar reminders | Automated, engagement-driven timing |
| Proposals | Template editing in Word | Auto-generated from CRM and pricing data |
| CRM updates | End-of-day data entry | Real-time logging of every interaction |
| Scheduling | Back-and-forth emails | Integrated booking with auto-confirmation |
| Pipeline visibility | Weekly status meetings | Real-time deal stage tracking |
Channels
Deployment
API
Web Chat
Measurable results
KPIs tracked in your dashboard
2x
Pipeline velocity
100%
CRM data accuracy
0
Missed follow-ups
< 5min
Proposal turnaround
Best fit
Industries where the Sales Agent thrives
Med Spas
Treatment package proposals, consultation follow-ups, seasonal promotions.
Home Services
Estimate follow-ups, seasonal service upsells, maintenance contract proposals.
Yacht Brokerage
High-value listing presentations, viewing follow-ups, offer management.
Professional Services
SOW generation, retainer proposals, multi-stakeholder follow-up sequences.
Real Estate
Listing follow-ups, buyer nurture sequences, offer generation.
Education
Enrollment follow-ups, financial aid proposals, campus visit scheduling.
FAQ
Frequently asked questions
The Sales Agent runs personalized outreach campaigns, schedules follow-ups at optimal times, generates custom proposals, qualifies prospects, books meetings, and logs every touchpoint to your CRM. It turns lead lists into closed deals without manual busywork.
It integrates with Salesforce, HubSpot, Pipedrive, Outreach, and other CRM platforms. Prospects are pulled from your CRM, outreach is logged automatically, and new deals are created in your pipeline in real-time.
Every interaction with the Sales Agent counts as one AI response against your plan's monthly pool. Your plan includes a set number of AI responses per month (Starter: 500, Growth: 2,000, Pro: 6,000). Overages are billed at your plan's per-AI-response rate.
Completely. You define target personas, message templates, follow-up cadences, qualification criteria, and deal stages. The Sales Agent adapts to your sales methodology and uses your exact pitch language.
If a prospect shows complex needs or requires a custom proposal, the Sales Agent escalates to your team with all research and prior interactions. It also flags unresponsive leads so you don't waste time.
See the Sales Agent in action
Explore how businesses across these industries use Kazozo.