AI Sales Agent: Sales follow-up and renewals in CRM
Your salespeople know who to call today – and why.
The problem
Contract end dates, renewal opportunities and stalled deals get lost in CRM or Excel. Renewals are lost to competitors because outreach comes too late.
Who it's for
B2B sales teams of 5–50 people with recurring contracts: leasing, rental, SaaS, wholesale, etc.
How it works
- 1
The agent reads the CRM and contract or ERP system (only the fields it needs).
- 2
Every day it builds a priority list: contract ending, stalled deal, growing company.
- 3
It drafts an email, creates a CRM task and sends a reminder in Teams.
What's included
- Contract end and renewal signals (90/60/30 days)
- Stalled deal detection
- Daily priority summary for each salesperson
- Email drafts and CRM tasks
- Pipeline hygiene: missing fields, duplicates
Access & control
The agent reads only the required CRM and contract fields. It creates tasks and drafts; emails to customers are sent by a human.
Rollout
2–3 weeks on a working CRM
Indicative pricing
Fixed monthly fee per agent + rollout from 2,900 EUR. A pay-per-qualified-opportunity model is available.
Prices are indicative and refined by scope.
In the market: what alternatives offer
Works on Pipedrive and HubSpot and connects the CRM with niche contract systems – something no platform agent does.
The agent works inside the CRM where salespeople already are, not beside it; pricing is tied to outcomes.
Included in bundles
Sales bundle
CRM, follow-up, quotes and call notes – the whole sales cycle.
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