Sales & CRM AI Agent Templates
Pipeline management, outreach, and deal tracking — 4 templates, each deployable in one click with no code.
Sales & Revenue
Pipeline management, deal tracking, client onboarding, revenue dashboards, and Stripe integration with multi-surface sales views.
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BDR Pipeline
BDR workspace that researches and enriches target accounts, drafts personalized cold-email openers, and queues Gmail drafts for outreach. Pipeline view with hover-revealed personalized openers.
Cold-call Agent
Outbound voice agent that calls queued leads via Twilio and ElevenLabs, streams live transcripts into the pipeline, qualifies prospects, and books demos. Pairs with the BDR Pipeline.
Stripe Revenue Ops
Revenue ops dashboard powered by Stripe — surface churn risk this month, gather support-email evidence, and execute refunds with receipts after explicit confirmation.
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