OpsBox for Sales

Your reps have great tools. They just don't talk to each other. Your agent fixes that.

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The Problem

Reps spend 40% of their time on admin — updating the CRM, pulling research, writing follow-up emails

Managers have no visibility into pipeline health without manually pulling reports

Pre-call prep takes 30 minutes. Most reps skip it.

What your agent does

Pre-Call Intelligence

Before every meeting, your agent delivers a full briefing: prospect research, account history, recent communications, and competitive context.

Post-Call Automation

After every call, the agent summarizes the conversation, updates your CRM, scores against your methodology, and creates follow-up tasks.

Pipeline Alerts

Deals going cold get flagged. Reps missing follow-up windows get nudged. Nothing slips through.

Manager Reporting

Monday morning: pipeline health, rep activity, deal risk, and coaching insights — delivered automatically.

See Sales in action

Acme Corp · B2B SaaS · 8-rep sales team

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Atlas — Sales Operations Demo

Watch an OpsBox agent handle pre-call briefings, CRM updates, pipeline alerts, deal coaching, and manager reporting across 22 sales workflows for an 8-rep B2B team.

Pre-Call Briefing Post-Call Summary Pipeline Alerts CRM Update Deal Coaching Manager Report

Open Interactive Demo →

Ready to deploy sales intelligence for your team?

Book a discovery call and we'll map exactly what your agent can automate.

Book a Discovery Call

Questions? Email brandon@ops-box.ai