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Feature

AI SDR Agent

The SDR agent qualifies every new lead against the rules you set, enrolls the good ones in your sequences, watches for replies, and hands hot conversations to a human with the context attached.

An always-on sales development rep that never drops a lead.

Deal pipeline board — six stages from Lead to Closed Won, each deal card showing owner, value, probability and expected close date
What you get

Everything in AI SDR Agent, in one place.

No paid modules, no upgrade walls. These come standard, sharing the same records, automations, and agents as the rest of your CRM.

  • Qualifies every inbound lead
  • Enrolls fits into your sequences
  • Watches replies and intent
  • Hands hot leads to your team
  • Honors unsubscribes automatically
  • Activity log for every decision

New to the category? Start with what an AI SDR actually does and how the built-in agent compares with standalone AI SDR tools — which need a sync back into your CRM.

How it works

Live in a day. Working for you on day one.

  1. Step 01

    Connect in minutes

    Turn it on from your workspace, sync the tools you already use, and your data lands clean and structured — no implementation project.

  2. Step 02

    Let the agents work

    Karrie and the specialist agents pick up the busywork: drafting, scheduling and lead scoring, with your approval where it matters and a full audit trail.

  3. Step 03

    Ship outcomes faster

    Your team focuses on the work only humans should do. Everything else runs on autopilot, with humans in the loop wherever it matters.

Works with your stack

AI SDR Agent plugs into the tools you already run.

With 60+ native integrations (Gmail, Outlook, Stripe, Twilio, Slack, Zoom, QuickBooks, WhatsApp, Zapier and n8n), your data syncs two ways and stays in sync. No middleware, no custom code.

Browse all integrations
  • Gmail
  • Stripe
  • Slack
  • Zoom
  • Twilio
  • n8n
  • Outlook
  • QuickBooks
  • Zapier

Every action an agent takes inside AI SDR Agent is logged with a full audit trail, and sensitive steps wait for human approval, so you stay in control as automation scales.

FAQ

Questions about AI SDR Agent

It qualifies every new lead against the rules you set, enrolls the ones that fit in your sequences, watches for replies, creates a handoff task when someone is interested, marks disqualified leads, and honors unsubscribes. Every decision is written to its activity log.

It sends only through the sequences you build and the inbox you assign. You define the qualification rules and the copy; the agent decides who enters and when to stop, and you can pause it at any time.

Yes, on every plan. It sends through the inbox you assign: your own SMTP provider, or a hosted inbox if you've added hosted sending.

It works on the CRM record itself — no sync, no duplicate contact database, no per-seat AI fee — so every reply, score and task is already where your team works.

Your turn

Put AI SDR Agent to work.

Start your 7-day free trial. No credit card. Karrie is ready on day one.