Sales automation with AI agents

Follow-ups that never go out are deals that never close

In most SMEs the sales problem isn't a lack of opportunities: it's dispersion. Leads come in from different channels — WhatsApp, email, the website form — and end up in different places. The CRM, when there is one, is only half updated. Follow-ups depend on the salesperson's memory, and prospecting only happens in the quiet moments, which is to say almost never.

So deals go cold in silence: no one decides to drop them, it's just that no one picks them back up at the right moment.

How it works: a sales department operated by AI agents

CEO·Intelligence puts AI agents specialised in sales to work, operating the platform's native CRM directly. They search for target companies in the geographic area you indicate, load them into the pipeline, prepare the contact sequences and keep the status of every deal up to date as conversations progress.

The persistent four-layer memory keeps the context of every contact: what was said, what was promised, when to pick up the thread again. Every subsequent interaction starts from there, not from scratch.

Geolocated prospecting and an always-updated pipeline

You indicate the geographic area and the type of company you're looking for, and the agents build lists of prospects to verify, already inside the CRM with a pipeline. No more parallel spreadsheets: every company has its own record, its own status and its complete history.

The CRM isn't an external integration: it's native. The agents read and update it as part of their daily work, with no manual data entry from you or your team.

Follow-up sequences and next-best-action

Email sequences keep conversations alive with scheduled, coherent messages, while lead qualification happens directly on WhatsApp Business and email: the agents ask the right questions, work out whether there's a real need and record it in the CRM.

For every deal the system suggests the next-best-action: the most sensible next move based on the state of the conversation and the history. It's up to you — or your salesperson — to decide whether to follow it.

What the service includes

A complete sales flow, from prospect research to pipeline management.

• Geolocated prospecting of target companies
• Native CRM with pipeline and complete contact history
• Configurable email follow-up sequences
• Suggested next-best-action for every deal
• Lead qualification via WhatsApp Business and email
• Reports on pipeline, activity and progress

Who it's designed for

For SMEs and mid-market companies with a small — or non-existent — sales department in Italy, Spain and Latin America: the owner who sells among a thousand other things, the salesperson who spends more time updating spreadsheets than talking to customers, the company that knows it has a market but doesn't have the hands to cover it consistently.

Governance and data: you decide, the agents execute

Outbound sends are governed: you can require human approval before a sequence goes out or a sensitive message is sent, and quotas and limits prevent behaviour that runs out of scale. Every agent action ends up in an immutable audit log, consultable at any time.

The platform is self-hosted: the data of your contacts and deals stays in the customer's infrastructure, on servers in Europe, in compliance with GDPR. And an honest clarification: the agents prepare the ground and keep things in order, but you close the important deals. That's how it should be.