AI SDR that runs inside your CRM, email, and revenue systems
We design and deploy AI agents that research accounts, execute outreach, and update your CRM — operating directly inside your existing systems with human oversight.
The Reality of Sales Development Today
SDR work is fragmented across CRM, email, LinkedIn, spreadsheets
Manual research limits personalization and scale
CRM data decays faster than teams can maintain it
Outreach tools generate activity, not pipeline
The issue isn’t effort — it’s that sales development isn’t operating as a system.
What is an AI SDR?
The SDR (Sales Development Representative) System is typically the first deployment of Revenue AI – where execution is visible, measurable, and immediately tied to pipeline
What it is
Executes tasks across CRM, email, and workflows
Operates continuously and systematically
Built around real sales processes
What it is not
Not a chatbot
Not an email generator
Not a standalone SaaS product
Built as a system. Not a sequence.
A. Orchestrated Agent Model
SDR Manager (decision + sequencing)
Research Agent (accounts, signals, context)
Outreach Agent (email drafting and sending)
CRM Agent (updates, logging, hygiene)
B. Runs Inside Your Existing Stack
- Zoho CRM (system of record)
- Microsoft 365 / Outlook (system of interaction)
- LinkedIn + enrichment workflows
C. Human-in-the-Loop Control
- Approval where needed
- Full visibility into actions
- No “phantom automation”
Account & Contact Research
Identify target companies and personas
Analyze firmographics, industry, and signals
Build context for outreach
Outbound & Personalization
Drafts emails based on context
Executes sequences through Outlook
Adjusts based on engagement
Pipeline Execution
Schedules meetings
Creates and updates CRM records
Maintains activity history
Continuous Qualification
Tracks engagement signals
Scores prospects dynamically
Routes qualified leads
The Outcome
1. More qualified meetings booked
2. Consistent pipeline generation
3. Cleaner, more reliable CRM data
4. Less Manual work for sales teams
Start with Your 1st SDR Workflow
→ ICP Definition
→ Initial Outreach Motion
→ CRM Integration
→ First campaigns Live Quickly
Why This Works
Built on existing CRM/ERP (not replacing them)
Agent-based, not tool-based
System-level design, not features
Vendor-neutral architecture
