AI sales agent
An AI sales agent that takes busywork off your repsso they spend the day selling.
We build an AI sales agent on your own CRM, data and rules. It researches prospects, drafts outreach for review, follows up on time and books meetings. Your reps keep the relationship and the close.
30 minutes. You leave knowing which 3 processes to automate first and what they cost you today.
Illustrative example
Results
What changes when follow-up stops slipping.
We start with the step that costs your reps the most time, then measure what changes.
E-commerce / D2C
Every lead contacted in under 20 seconds.
A home goods brand spending $40K a month on ads took 6–12 hours to reply to new leads, so many bought elsewhere. We built an AI system that replies by SMS, email or voice call within 20 seconds, day or night.
+34%conversion rate−28%customer acquisition cost100%of leads contacted
The problem
Generic AI tools don't know your deals.
54%
of AI users don't trust the data used to train AI systems.
51%
of workers say generative AI lacks the information needed to be useful.
Off-the-shelf AI works on generic data, so reps don't trust what it writes. An agent built on your own CRM history and rules is a different tool.
- Manual sales work: Reps research each prospect by hand before the first message.With an AI sales agent: The agent gathers the background and drafts a personalised message for review.
- Manual sales work: Follow-ups slip when the calendar fills up.With an AI sales agent: The agent follows up on schedule and flags the deals going quiet.
- Manual sales work: Call notes and next steps get typed up after hours, or not at all.With an AI sales agent: Notes and next steps are written up right after the call.
- Manual sales work: Booking a meeting takes several back-and-forth emails.With an AI sales agent: The agent proposes times and books the meeting.
- Manual sales work: The CRM is only as current as the rep's last free minute.With an AI sales agent: The CRM is updated as work happens.
Less admin per rep means more real conversations.
What we automate
How it helps automate the sales process.
Researches the prospect
Gathers company and contact context from your own data and the tools you connect.
Drafts outreach
Writes personalised emails in your voice. A rep reviews before anything is sent.
Follows up on time
Prompts and drafts the next touch when a prospect goes quiet.
Writes up the call
Turns notes into a summary, next steps and owners.
Books the meeting
Proposes times, confirms the slot and updates the CRM.
Is it time?
Signs your reps need an AI sales assistant.
Signals you need this
- Reps spend more time on research and notes than on calls
- Follow-ups depend on each rep's memory
- Deals go quiet because the next step never got sent
- Your CRM is out of date by the end of the week
When not to invest yet
- You have no defined sales process to build on
- Your CRM holds little or no customer data yet
- You want fully automatic outreach with nobody reviewing it
What you get
From the first call to a live agent.
- A map of your sales process, with the hours and dollars each repetitive step costs you
- A fixed-price proposal with exact scope and timeline, before anything starts
- An AI sales assistant built into your CRM, inbox, phone and the tools you already use
- Prospect research and personalised outreach drafts that a rep approves before sending
- Automated follow-ups, call notes, next steps and meeting booking
- Every system tested end to end before launch, so nothing goes live until it works
- Your team trained, and everything we build is yours: code, accounts, prompts and data
How it works
The Payback Loop. Five steps. Each build pays for the next.
We don't start with the AI. We start with the money.





Consulting
We find the manual work in your company and how many hours each task eats every week.
Process mapConsulting
We put a dollar figure on each process and rank them by payback. You see what to automate first, and what to leave alone.
AI roadmap, ranked by paybackImplementation
We build the first system on the tools you already use. Nothing new for your team to learn.
A working systemImplementation
We test it end to end before launch. It doesn't go live until it works without errors.
Tested, system liveSupport
The first build pays back fastest, so its savings fund the next one. Back to the map, and we keep every system running.
Monthly support (optional)
↺ Back to Map
Consultancies stop at the roadmap. Freelancers build without one. The loop only works when one team runs all five. You approve, we execute: about an hour a week from you.
FAQ
Questions about AI sales agents.
- An AI sales agent is software that handles the repeatable parts of selling: researching prospects, drafting outreach, following up, writing up calls and booking meetings. Built on your own CRM and rules, it supports your reps and does not replace them.
- Off-the-shelf tools work on their own data and settings. We build the assistant on your CRM, data and rules, inside the tools you already use. You own the code, accounts, prompts and data from day one.
- No. The agent takes the busywork. Reps keep the relationships, the judgment and the close. Outreach drafts go to a person for review before they are sent.
- Yes. The FCC has ruled that AI-generated voices fall under the TCPA, so calls using them need the called party's prior express consent. Telemarketing calls must also offer opt-out methods.
- The CAN-SPAM Act applies to commercial email, and each separate violating email can bring penalties of up to $53,088. We build opt-out handling and your sending rules into the workflow.
- The agent works best on a CRM with real customer history. Surveys show many people distrust AI trained on poor data, so it is tested on your real records before launch and gaps are flagged.
- Yes. CRM and sales automation work together: the agent reads your CRM history and writes back every note and next step. We build on the CRM, email, phone and Slack you already use.
- Your first system is usually live in 14 to 21 days. A full system takes 6 to 8 weeks. The free 30-minute AI diagnosis shows where it would start.
Final step
Pick a time. Let's talk.
You leave knowing which processes to automate first and what each one costs you today, whether we work together or not.
You can keep paying for manual work, or find out this week exactly what it costs you.
What happens on the call
Before
You answer 3 quick questions when you book, so we come prepared.
On the call
We find the manual work that costs you most and put a number on it, live.
Decide
An honest read on whether we're the right fit. If we're not, you'll hear it on the call.
Once you book, we look at your site and tools before the call, so the 30 minutes go to your numbers, not introductions.
Prefer to write first? Email us directly: contact@nexumautomations.com




