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Coming SoonField Sales7 agents

Field Sales Team

30% fewer wasted miles, 25-40% more daily visits, zero scheduling conflicts.

Pricing TBD
🧠

Qualify

🗄️

Enrich

🔀

Route

📅

Schedule

🛡️

Prevent No-Shows

📋

Route Brief

✉️

Follow Up

What This Team Does

The Field Sales Team extends the core SDR pipeline with geographic intelligence. Outside reps waste 28-35% of their travel time on poor route planning and scheduling conflicts. This team qualifies leads with field-sales-specific criteria (territory viability, in-person suitability), enriches with physical addresses and geo coordinates, routes by geographic territory, schedules with drive-time awareness using Google Maps integration, clusters nearby meetings on the same day, and delivers morning route briefs with optimized driving directions.

1

Qualify

Score lead with field-sales criteria: territory fit, in-person viability

2

Enrich

Pull company data plus physical address and geo coordinates

3

Route

Territory-based routing with geographic proximity constraints

4

Schedule

Travel-time-aware slot selection with drive-time buffers

5

Prevent No-Shows

Higher urgency reminders for field visits — no-show means wasted trip

6

Route Brief

Include driving directions, key contacts at location, full route brief

7

Follow Up

Visit summary plus quote/proposal follow-up and next visit scheduling

Expected ROI

Key performance improvements you can expect from this team.

28-35%

Route Efficiency Gain

25-40%

Daily Visit Increase

$200-500/mo per rep

Travel Cost Savings

$50-150 per trip

No-Show Cost Avoidance

Agents in This Team

Each agent handles one step of the pipeline with full specialization.

🧠
Coming SoonSales

Qualification Agent

Gate your calendar with AI intelligence

  • Pre-calendar AI qualification — no calendar shown until lead is scored
  • Conversational qualification via chat, SMS, or WhatsApp
  • Confidence-scored output with decision reasoning
💬SMS📱WhatsApp📧Email💭Chat
Pricing TBAView details
🗄️
Coming SoonSales

Enrichment Agent

Deep context on every lead, automatically

  • Auto-enrichment on booking confirmation — runs silently in background
  • Structured JSON briefing card with company and contact data
  • Competitive signal detection (current tools in use)
📧Email🔌API
Pricing TBAView details
🔀
Coming SoonSales

Routing Agent

Right lead, right rep, every time

  • Live CRM lookup at routing time — never stale ownership data
  • Territory-based, CRM ownership, product-interest, and round-robin routing
  • Conflict resolver — detects when two reps claim same account
🔌API
Pricing TBAView details
📅
Coming SoonSales

Scheduling Agent

Book meetings in conversation, not on a form

  • Conversational booking — no booking page ever shown
  • Natural language time parsing ('Tuesday afternoon' -> 3 specific slots)
  • Instant confirmation with calendar invite + SMS in under 30 seconds
💬SMS📱WhatsApp💭Chat📧Email
Pricing TBAView details
🛡️
Coming SoonSales

No-Show Prevention Agent

Predict and prevent every no-show

  • Risk score calculated instantly at booking (not on a cron job)
  • Tiered reminder sequences based on risk level (Low/Medium/High/Critical)
  • Proactive reschedule offers for high-risk meetings
💬SMS📧Email📱WhatsApp
Pricing TBAView details
📋
Coming SoonSales

Meeting Prep Agent

Walk into every call fully prepared

  • Auto-delivered 30 min before meeting via Slack DM + email
  • AI-written talking points generated from enrichment data
  • One-click CRM update — add notes from brief directly to deal record
🔔Slack📧Email
Pricing TBAView details
✉️
Coming SoonSales

Follow-Up Agent

Close the gap between call and next action

  • One-click send from Slack — rep approves or edits, never writes from scratch
  • CRM auto-update — no rep action required for activity logging
  • Deal stage intelligence — AI recommends stage based on conversation signals
🔔Slack📧Email
Pricing TBAView details

Built For

Real EstateInsuranceHome ServicesMedical DevicePharmaceutical

Interested in the Field Sales Team?

The Field Sales Team is coming soon. Book a call to discuss your needs and be first in line.