An Orkeste AI SDR reads inbound emails and the Salesforce or HubSpot record, qualifies the lead against your criteria and drafts a first reply that uses what your CRM already knows. Your reps review, edit and send. The repetitive part of prospecting is handled; the relationship stays with a person.
Read new inbound emails from prospects. Look the company up in HubSpot; if the contact is not there, create it with a deal at the first stage. Draft a personalised first reply in Gmail. Post leads that mention a budget or a deadline to #sales on Slack.
Reads each new inbound email, checks the CRM for history and applies your qualification rules, then posts the promising leads to the sales channel in Slack.
Looks up the contact, the company and open deals in Salesforce or HubSpot, so the reply builds on past exchanges instead of a template variable.
Writes first replies and follow-ups from the CRM history and your knowledge base, ready for a rep to approve or edit. In Gmail they become drafts; in Outlook they are sent once approved.
Creates missing contacts and deals in HubSpot, logs activities in Salesforce and adds notes, so the next person who opens the record sees what happened.
Every outreach email and every CRM change can wait for a rep to approve, edit or reject it in Validations. You choose, agent by agent, what needs approval.
Not unless you allow it. Drafts wait in Validations for a rep to approve, edit or reject. Some teams later let low-risk follow-ups go without approval; that is a setting per agent.
A sequence tool sends the same template on a schedule. The AI SDR reads the inbound email and the CRM record before writing, so each draft answers the person in front of it. It also creates missing contacts and logs activity.
Yes. Both connect from the Connectors page. With HubSpot the agent can create contacts and deals; with Salesforce it searches records, logs activities and updates opportunities.
No. The LinkedIn connector publishes posts only. The SDR works from your inbox, your CRM and the knowledge you give it.
Each run uses credits from your plan, from 2 credits with Claude Haiku 5.5 to 235 with Claude Fable 5.1 depending on the model you choose, and you can set a daily and a monthly budget per agent.