The five AI agents running modern B2B sales
Modern B2B sales teams aren't replacing reps with AI — they're replacing the parts of the rep's job nobody loves. Here are the five AI agents doing that work today.
- → The five-agent stack — Research, Outreach (AI SDR), Qualification (AI BDR), Call-Summary, Hygiene — covers the full B2B funnel.
- → Reps stay in the loop: agents draft, propose, and triage; humans approve, take meetings, close.
- → Each agent is $49/month flat in B2B CRM. The CRM underneath is free.
The shape of modern B2B sales
A B2B sales team in 2026 looks different from one in 2020. The seat counts are smaller. The CRM doesn’t have a 50-page automation builder. The rep doesn’t write notes after every call. The follow-up cadence runs without anyone reminding it to.
The change isn’t “we replaced reps with AI.” That framing is wrong and the deals it produces are bad. The actual change is more specific: the operational layer of B2B sales — research, drafting, qualification, note-taking, hygiene — has moved from human work to agent work. The strategic and relational layer — taking meetings, reading the room, running discovery, closing — still belongs to humans.
What sits in the middle is a stack of named AI agents. There are five.
01 — The Research Agent
The role it replaces: the 30 minutes a rep spends researching an account before every call.
What it does: generates a structured brief for every account in the pipeline — company snapshot, tech stack, funding history, leadership team, hiring signals, competitor mentions. Refreshes daily on active deals, weekly on cold accounts. New triggers (a funding announcement, a leadership move) generate real-time alerts.
Why it matters: the average B2B rep spends 25–30% of their time on account research, and most of that work doesn’t make it into the next conversation. A continuously-fresh brief on every account erases that cost.
Read the Research Agent page →
02 — The Outreach Agent (the AI SDR)
The role it replaces: a sales development rep drafting first-touch outreach by hand.
What it does: drafts personalised first-touch emails and LinkedIn messages for every prospect, runs follow-up cadences, A/B tests subject lines, and learns your team’s voice. Drafts land in the rep’s inbox; the rep approves and sends.
Why it matters: SDR work is high-volume, low-strategic-content, and high-burnout. It’s also the most expensive seat to staff at scale. An AI SDR makes the volume scale linearly without scaling the seat count.
Read the Outreach Agent page → · Or read “What is an AI SDR?” →
03 — The Qualification Agent (the AI BDR)
The role it replaces: an inbound BDR triaging form fills, demo requests, and signups.
What it does: catches every inbound lead the moment it lands, enriches it from public sources, scores against your ICP using rules you control, and books qualified meetings on the right rep’s calendar. Disqualified leads get a written rationale logged to the contact record — never silently dropped.
Why it matters: inbound conversion drops measurably after the first 5 minutes and falls off a cliff after 30. Most B2B SMEs can’t afford to staff inbound qualification 24/7. The AI BDR closes that gap, which recovers more pipeline than any other single change.
Read the Qualification Agent page →
04 — The Call-Summary Agent
The role it replaces: a rep writing post-call notes (badly, if at all).
What it does: listens to every recorded call (Zoom, Google Meet, Teams, native dialer), writes a structured summary using your chosen framework — BANT, MEDDPICC, SPICED, or custom — updates the deal record fields automatically, flags risks, and drafts the next-step email.
Why it matters: B2B sales managers can’t see what’s happening across their team if 60% of calls have no notes. The agent fixes pipeline visibility without asking reps to do anything more.
Read the Call-Summary Agent page →
05 — The Hygiene Agent
The role it replaces: the quarterly CRM clean-up project nobody owns.
What it does: continuously updates contact roles when people switch jobs, fills in missing fields from public sources, dedupes records, flags stale deals with a recommended next step, and validates emails on schedule. Every change is logged with a one-click rollback.
Why it matters: every B2B CRM degrades. After 18 months, 30%+ of your contacts have moved. Stale records compound: outreach lands in dead inboxes, deliverability tanks, sales cycles drag. The Hygiene Agent keeps the underlying data alive so the other four agents don’t waste their cycles on garbage.
How the five agents work together
The agents aren’t independent products bolted to the same CRM. They share context and feed each other:
- The Research Agent brief feeds the Outreach Agent’s drafting context.
- The Qualification Agent’s scoring rationale feeds into the research brief on every qualified inbound.
- The Call-Summary Agent’s extracted action items feed the next follow-up cadence run by the Outreach Agent.
- The Hygiene Agent keeps every record fresh so the other four don’t hallucinate against stale data.
This is the difference between “AI features bolted onto a CRM” and a genuine agentic CRM — the agents are first-class citizens that share state.
What this looks like for a B2B SME team
Concretely, a 5-person B2B SME sales team running B2B CRM with all five agents enabled looks like this:
- Two AEs running discovery, demos, and close.
- One sales lead owning ICP, positioning, and the agent rule sets.
- Two more humans doing whatever the team needs (vertical specialist, partner motion, customer success — whatever shape).
- Five AI agents doing the operational layer end to end.
Cost: $245/month for the five agents (flat, regardless of headcount), plus free CRM. Compare to the equivalent old setup — 2 SDRs + 1 BDR + 1 ops hire = $300–400k/year fully loaded — and the math is unambiguous.
Getting started
The Free CRM is generally available. The five agents are in private beta — we onboard new teams every Monday so each agent has time to learn on real pipeline data before we open further.