Products · Sage
Your sales rep, sales ops, and research analyst — in one agent.
Sage is the Sales Automation & Guidance Engine. It runs continuously against your CRM, your inbox, and your calendar. It drafts for your review. It never sends autonomously.
What Sage does, every day.
Sage runs on a fixed rhythm. You don’t schedule it. You don’t prompt it. It does its work and reports in.
Overnight
Nightly research
Researches tomorrow’s meeting attendees via live web search. Enriches new contacts. Refreshes stale accounts on a monthly rotation.
8am Mon–Fri
Morning briefing
Delivers a daily brief: today’s meetings with attendee context, CRM changes, buying signals detected, recommended actions.
Through the day
Continuous CRM
Extracts contacts and accounts from your email. Logs meetings from call recaps. Updates notes. Flags cold deals.
The capability set.
Inbox operations
Reads your sales inbox. Drafts outreach, follow-ups, and LinkedIn connect messages. Every send requires your approval in your normal mail client.
CRM
Pipeline discipline
Creates and updates contacts, accounts, and opportunities. Handles deduplication. Enforces pipeline stage gates. Maintains structured notes.
Research
Prospect intelligence
Live web search on attendees, companies, funding, and signals. New-contact enrichment on import. Monthly stale-contact refresh.
Ask it anything
Email Sage like a colleague.
Two of the most-used capabilities need no interface beyond your inbox. Describe the prospects you want and Sage returns a scored, researched list. Ask a sales question and get an answer grounded in your knowledge base plus live web search — with no invented attributions and no hallucinated stats.
It researches every contact before you need it.
New contacts don’t sit as names and email addresses. Sage researches each one — role, company context, and why they’re relevant to what you sell — so the record is useful the moment you open it.
Enforced, not promised
The operating principles.
Four rules shape how Sage behaves. These are not marketing claims — they are enforced in the agent’s architecture.
01
Never auto-sends
Every outbound email, LinkedIn message, and external-facing action requires explicit human approval. Sage drafts; you send.
02
Never invents attribution
Sage refuses to fabricate case studies, customer names, pricing claims, or statistics. If it isn’t verifiable, Sage declines to include it.
03
Flags, doesn’t assume
On potential duplicates, stage conflicts, or ambiguous data, Sage flags the question to you instead of acting. You adjudicate.
See Sage in action.
The best way to understand Sage is a live walkthrough — your CRM, your inbox, your morning brief. Book fifteen minutes and we’ll show you what the first week looks like.