Revenue Agent
Every lead followed through. Every meeting walked into prepared.
Pipelines leak where follow-up depends on who remembered, and everyone's busy. The Revenue Agent reads your CRM, qualifies each lead the minute it lands, drafts the next touch, and briefs you the night before every meeting. You approve. It executes.
Book a Working SessionA Revenue Agent is an AI sales coordinator inside the CRM you already use: HubSpot, Follow Up Boss, Pipedrive, Zoho. Its daily interface is a chat thread on your phone, and you approve every send. It's one example of the AI agents we build for businesses.
You know exactly which leads went quiet. You just found out too late.
Somebody filled out the form on Tuesday. The rep was on a job site. The reply went out Friday, and by then they'd hired someone else. Nobody did anything wrong. The system just didn't have anyone in the seat.
Most mid-market companies don't have a sales operations person. They have a CRM that somebody set up two years ago and a sales team that updates it when they remember. The Revenue Agent is the person in the seat.
It works your pipeline the way a good sales coordinator would, if you had one.
Qualifies every lead on arrival
Enriches the record, scores it against your ideal customer, routes it to the right rep, and drafts a first touch within minutes of the form hitting your inbox.
Briefs you before every meeting
Twenty-four hours out, you get who they are, what they've looked at, what's in the CRM, and what to ask.
Drafts the follow-up, waits for your approval, sends from your email
Nothing goes out that you didn't read. The agent writes in your company's voice because it's built on your company's knowledge.
Watches your proposals
When a prospect opens the proposal, which sections they read, and when they come back, the rep hears about it. See how proposals report back →
Delivers the morning digest
Calendar, pipeline, who needs attention today. Sent to your phone before the day starts.
Keeps the scorecard
Leading indicators, tracked weekly, pulled straight from the CRM. No self-reporting. Qualifying meetings, discovery meetings, proposals sent, twelve-month rolling pipeline, network activity.
What it never does.
- Never sends a message you didn't approve.
- Never contacts a client on its own.
- Never touches a pipeline it isn't assigned to.
- Never edits your CRM. It reads and appends. It doesn't overwrite.
- Never works outside quiet hours.
- Never announces itself to your customers. They hear from you.
Autonomy is something you grant later, one action at a time, once you've watched it earn it.
Your CRM. Your inbox. Your phone.
It connects to what you already use. HubSpot, Follow Up Boss, Pipedrive, Zoho, or the system you've got. Email and calendar through Google or Outlook. The daily interface is a chat thread on your phone: lead alerts, drafted first touches, approval requests, the morning brief. Nobody logs into anything new.
It knows your company because we wrote your company down first.
Before the agent does anything, we build the record it runs on. We call it Groundwork: your sales process, your ideal customer, your competitive position, how you write, what you don't say. That record is the reason its drafts sound like you and its qualification matches your judgment.
It's also why the second agent starts ahead. Client services, billing, marketing: each one draws on what's already been written instead of starting from a blank page.
Built first for a client whose whole business runs on follow-up.
Ben Olsen runs BrightWork Realty, a high-consideration real estate practice where every lead is a relationship and every dropped follow-up is a listing that went somewhere else. His Revenue Agent has run his pipeline in Follow Up Boss since June 2026. First touch on a new lead in a median of 7.7 seconds. 119 leads flagged to Ben before he asked.
Read the BrightWork case study →
We run the same architecture on our own pipeline at MKTNG.
How it's scoped.
One fixed build price, set in the roadmap.
Six to eight weeks to live in your CRM.
Additional reps and departments scoped from the same roadmap.
It starts with a Working Session.
One conversation with your team about where you want AI to take the company, and what you're working with today. It's step one of six, and the start of Discovery and Roadmap.
Book a Working SessionTell us about your work, and the people it's for.
Questions we get
What is a revenue agent?
An AI sales coordinator that works inside the CRM you already use. It qualifies leads the minute they land, drafts follow-up in your voice, briefs you before meetings, and keeps the pipeline honest. It never sends anything you did not approve.
How is this different from a chatbot or a CRM add-on?
A chatbot answers questions on your site. A CRM add-on automates one step. The Revenue Agent reads your whole pipeline, your website analytics, and your live proposals, and briefs you on what to do next. It works across the tools you have instead of adding another one.
Which CRMs does it work with?
The one you already run. HubSpot, Follow Up Boss, Pipedrive, and Zoho are the ones we have connected so far. If yours has an API, we can probably read it. You never migrate.
Does it ever send anything without approval?
No. It drafts, you send. It reads your CRM and appends notes; it never overwrites a record. More autonomy is available later, and every step of it is your decision.
How long until it is live?
Weeks, not months. We build the knowledge record for your sales operation first, connect the CRM, then turn the agent on for a small group before rolling it out. The Working Session at the start sets the exact timeline.
What is Groundwork?
The structured record of your company the agent runs on: your offers, your ideal customer, your process, how you write, what you do not say. Written in the Open Knowledge Format, owned by you. Every agent we build runs on Groundwork.