Less rollups. More pipeline.
Agents run pipeline rollups, forecast drafts and deal hygiene in your CRM, so the week goes into deals. Your sales lead signs every artifact before it ships.
What changes in your sales week.
Some of the repetitive jobs we run for sales leaders, there's more where these came from.
Net-new pipeline, with the channel paying for itself named.
Agents source leads across cold outbound, intent (Bombora/6sense), and paid channels, and ship CPL by channel + conversion-to-pipeline alongside every weekly report. Your Head of Sales owns the channel mix.
Forecast ready before Monday's call.
Agents match CRM numbers against what reps actually said, rebuild the forecast overnight, and flag the deals most likely to slip before you walk in.
Quotes go out, you only touch the tricky ones.
Agents price the deal, build the quote, and flag the discount exceptions. Standard deals ship; only the judgment calls land on your desk.
Coaching notes drafted after every call.
Agents review the recordings, draft a per-rep coaching summary, and hold it for your sign-off before it lands in a 1:1.
A clean pipeline before the forecast call.
Agents flag stale deals, empty fields, and missing next steps, then nudge reps in Slack to confirm. Nothing reaches you until it's real.
Dashboards refreshed, with what actually moved.
Agents rebuild the reports, clean up messy data, and point to the two or three metrics that shifted this week. You read, don't rebuild.
New leads routed before a rep opens them.
Agents match company details, apply your territory rules, and hand each rep only the leads that belong to them. Edge cases come to you.
Territory plans drafted, you pick the one.
Agents pull historical coverage, propose two or three ways to split the map, and lay them out side by side. You choose what fits the business.
Clean, enriched leads in the CRM.
Agents add the missing firmographics, dedupe, and flag leads that don't fit your ideal customer. Reps work clean data; you only see the ambiguous ones.
Don't see yours? If it's repetitive and your sales leader still needs to sign off, we probably run it. Tell us the workflow →
Ready to pressure-test it?
Don’t see your exact process? Your teammate learns everyday work as it goes, and your plan includes one custom workflow, built around how your team actually works.
Frequently Asked Questions
Is my data private? Do you train on it?
Your data stays yours. The teammate reads what it needs to do the work, with access scoped to the resources its role requires. The models it reasons with run in Azure environments we operate under Microsoft's enterprise terms, never a public or consumer AI service, and nothing is used to train them. Every action is captured in an audit trail you control.
Do you replace employees?
No. Invellis picks up the repetitive work that fills your team's week, the routing, copying and chasing, so your people can spend their time on the work that needs them. Teams use the hours they get back to grow without burning out.
How are you different from Zapier, Make, or n8n?
Those are DIY builders: you build it, and you maintain it. With Invellis, we set up your AI teammate inside Microsoft 365, monitor it, and look after the upkeep. You see the outcome, not the configuration.
How can I learn more?
Three ways. Send us a note through the contact form, Book a Demo for a short call, or start a free trial.