AI Agents for Sales Teams
More pipeline, less admin. Agents that sell while you sleep.
Sales teams lose hours every day to CRM updates, pipeline reviews, and manual outreach tracking. Shogo agents handle the repetitive work, surface deal risks, and keep your pipeline moving — so your reps stay focused on closing.
Sound familiar?
Stale pipeline visibility
Deals go cold while you're chasing other things. Shogo monitors your pipeline and flags at-risk deals before they slip.
CRM updates take forever
Reps spend 30% of their week on data entry. Agents log activities, update stages, and keep your CRM accurate automatically.
Slow inbound response
Speed-to-lead is the #1 factor in conversion. Shogo agents qualify and route inbound leads the moment they come in.
Onboarding new clients is chaos
Client onboarding involves 10 steps across 5 tools. One agent handles coordination, follow-ups, and status tracking end-to-end.
How it works for Sales Teams
Connect your CRM
Link HubSpot or Salesforce in one click. Your agent immediately sees your pipeline, contacts, and deal history.
Set your rules
Tell the agent what 'at-risk' means for your team. It monitors daily and alerts your Slack channel when deals need attention.
Review your dashboard
Get a live pipeline view with deal health, stage distribution, and next-action recommendations — all in one place.
Recommended templates
One-click agent templates built for sales teams.
Revenue Tracker
Tracks revenue metrics, manages invoices, and builds financial dashboards. Connects to Stripe and other payment tools.
Sales Pipeline
Manages leads through stages, scores deals, sends follow-up reminders, and surfaces revenue forecasts.
Client Onboarding
Manages new client onboarding checklists, tracks document collection, schedules kickoffs, and reports on activation time.
CRO Expert
Conversion rate optimization specialist. Audits pages, signup flows, and funnels to improve conversion rates with data-driven recommendations.
Sales & RevOps
Revenue operations strategist. Designs lead scoring, creates sales collateral, writes cold outreach, and builds competitor battlecards.
Integrations for Sales Teams
Ready to get started?
Deploy your first agent in minutes. Free tier included — no credit card needed.
Start your sales agent →