AI agents for sales teams that qualify leads and keep the CRM current

Orkeste agents read inbound emails, check the contact and the open deals in HubSpot or Salesforce, and draft a reply that builds on what your CRM already knows. They log the activity and update the deal, and each email waits for a rep to approve it.

Where pipeline slips

Inbound leads wait too long

A demo request arrives at 6 pm and sits until someone triages the inbox the next morning. By then the prospect has booked a call with someone else.

The CRM is always a week behind

Reps finish the call and move on. Notes, next steps and stage changes are entered on Friday, if at all, so the pipeline review runs on stale data.

Follow-ups are generic or forgotten

Writing a personal follow-up for every open deal takes time nobody has, so prospects receive a template or nothing.

Four agents around your reps

They read the inbox and the CRM, draft and record. Every email they write can wait for a rep to approve it.

Lead qualifier

Runs every hour. Reads new inbound emails, checks HubSpot or Salesforce for the contact and the company, applies your criteria and posts promising leads to the sales channel in Slack.

Reply drafter

Writes a first reply or a follow-up from the CRM history and your knowledge base. In Gmail it becomes a draft the rep sends; in Outlook it is sent once the rep approves it.

CRM updater

From the call notes you paste, logs the activity in Salesforce or adds a note in HubSpot, and updates the deal stage or amount.

Meeting prep agent

Before a call, reads the account, its open deals and the last activities in the CRM and writes a one-page brief.

An inbound lead, from email to CRM

The lead qualifier and the reply drafter, working together in one swarm.

  1. Read: The agent reads a new email asking for a demo and searches HubSpot for the sender and the company.
  2. Record: The contact is not in HubSpot, so it creates it with a deal at the first stage of your pipeline.
  3. Draft: It writes a reply that answers the question and proposes a call, and posts the lead to the sales channel in Slack.
  4. Approve: The reply waits in Validations. The rep edits it and approves; in Gmail it becomes a draft they send.

What stays with your team

Discovery calls, pricing, negotiation and the decision to move a deal forward. The agents prepare and record; the relationship stays with your reps.

The tools these agents work in

Workflows to start from

Agent roles for this team

Frequently asked questions

Will the agents email prospects on their own?

Only if you allow it. In Gmail, an approved email becomes a draft that the rep sends. In Outlook, an approved email is sent from the rep’s mailbox. Most teams keep every outbound email behind approval.

Can it research prospects on LinkedIn?

No. The LinkedIn connector publishes posts; it does not read profiles or company pages. The agents work from your inbox, your CRM and the knowledge you give them.

Does it work with HubSpot and Salesforce?

Yes, both. In HubSpot an agent creates contacts and deals, updates deals and adds notes. In Salesforce it searches records, updates opportunities and logs activities; it does not create leads or accounts.

What does it cost to run?

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.

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