ViBe://AUTOMATE

Your sales reps spend too much time on work that isn't selling.

CRM updates, follow-up scheduling, lead qualification, meeting prep, proposal tracking — these are necessary tasks, but they're not the reason you hired your sales team. We automate the administration so your reps stay in front of prospects.

What your sales team does by hand today

The administration filling your reps' days.

Ask any sales rep how much of their day goes to non-selling tasks. The answer is consistently higher than leadership expects — and higher than it needs to be.

  • Manually updating CRM records after every call and email
  • Writing and sending follow-up emails by hand
  • Qualifying inbound leads by reading each one individually
  • Scheduling meetings by going back and forth on availability
  • Preparing meeting briefs by pulling CRM history manually
  • Tracking proposal status in spreadsheets or memory
  • Writing repetitive outreach sequences from scratch

What can be automated

Rules-based sales work that runs automatically.

Every task on the list above follows a pattern — if this trigger, then this action. That's the definition of automatable work.

  • Lead scoring against defined criteria — automatically on entry
  • CRM updates triggered by email, calendar, and call activity
  • Follow-up sequence enrollment and scheduling
  • Meeting prep brief generation from CRM context
  • Proposal status monitoring with alerts at defined aging thresholds
  • Outreach draft generation for rep review and approval

Capacity recovery

More selling time. Same headcount.

Sales automation doesn't reduce your team — it removes the work that was never the best use of their skills. The same team handles more pipeline with less friction.

Monthly capacity recovered

20–35 hrs

Illustrative estimate per rep

Typical implementation

2–4 wks

Per automation

Audit to action item

Day 1

Labor savings audit session

Capacity estimates are illustrative ranges based on typical sales rep workflows. Actual results depend on CRM configuration, lead volume, and the number of automations activated.

What stays human

The work only your reps can do.

Automation handles the administration. The relationship — the conversation, the trust, the judgment — stays with your team.

  • Discovery calls and relationship-building conversations
  • Pricing negotiations and deal structure decisions
  • Qualification judgment for ambiguous or complex opportunities
  • Proposal strategy and client-specific customization
  • Executive-level relationships and strategic account management

AI employees available

Purpose-built for sales work.

AI Sales Coordinator

Lead qualification, CRM updates, follow-up scheduling, meeting prep.

AI Proposal Writer

Proposal drafting, pricing calculations, case study insertion, formatting.

Relevant workflows

End-to-end automation for your sales process.

Leads to Meetings

Turn qualified leads into scheduled meetings without manual follow-up.

View workflow →

Quotes to Cash

Close the gap between proposal approval and payment received.

View workflow →

Inbox to Action

Route and action every inbound lead email automatically.

View workflow →

Get started

Find out how much selling time your team can recover.

The labor savings audit maps your sales team's current repetitive workflows to available automations and produces an illustrative capacity recovery estimate — in one session.