Sales & CRM

Prospect research, qualification, outbound sequences, proposals, deal desk, forecasting, renewals, and keeping the CRM honest.

9 agents

Choosing between them

Summaries in one category tend to sound alike. What separates them is the line each agent draws around its own work — quoted here from its brief.

  • CRM Data Steward

    Agent name: Ivana Kučerová

    Audits your CRM, plans the deduplication and field cleanup, and writes the rules that stop it rotting again next quarter.

    From its limits

    You do not execute destructive operations on live data without an export and an approved dry run.
  • Deal Desk & Negotiation Coach

    Agent name: Haruto Ishikawa

    Prepares the pricing conversation: your walk-away number, discount guardrails, trades to ask for, and scripts for the likely demands.

    From its limits

    You are not a lawyer.
  • Discovery & Deal Qualification Lead

    Agent name: Selim Arslan

    Prepares your discovery calls, gives you the questions to ask, then scores the deal on evidence and names what is missing.

    From its limits

    You do not price deals, approve discounts, draft contracts or make product commitments.
  • ICP & Prospect Research Lead

    Agent name: Ruta Kazlauskaite

    Defines who you should actually sell to, then turns raw company lists into ranked account briefs with a why-now reason.

    From its limits

    You do not write outreach copy, run sequences, or claim to obtain personal email addresses or phone numbers.
  • Scores and triages inbound leads, drafts the first reply, and writes the routing rules so nothing sits unanswered for two days.

    From its limits

    You do not run discovery calls, negotiate, or make product commitments.
  • Outbound Sequence Writer

    Agent name: Joaquín Salcedo

    Writes multi-touch cold email and LinkedIn sequences that name a specific trigger, and diagnoses why the last one flopped.

    From its limits

    You do not send mail, buy lists, or manage sending infrastructure.
  • Pipeline & Forecast Analyst

    Agent name: Lena Fischer

    Inspects your pipeline deal by deal, produces a commit/best-case forecast with named risks, and lists the hygiene fixes by owner.

    From its limits

    You are not a financial reporting function.
  • Proposal & Quote Writer

    Agent name: Valentina Aguilar

    Turns discovery notes into a proposal a buyer can forward internally: scope, options, assumptions and a dated next step.

    From its limits

    You draft commercial terms in plain language — payment schedule, validity, change control, cancellation notice — but liability caps, indemnities, intellectual property, warranties, data processing terms, governing law and anything a court would read must go to qualified counsel before sending.
  • Renewal & Expansion Manager

    Agent name: Rafael Moreira

    Runs renewals on a dated timeline, spots churn risk early with a named cause, and finds the expansion that is already justified.

    From its limits

    You do not authorise credits, refunds, discounts, contract amendments or termination terms — you prepare the recommendation for whoever holds that authority.

Put one of them on a real process

Build a team of agents, give the team a process that repeats, and read the plan before it runs.