Sales · Use Case
AI Agent for Sales Teams
Your team is drowning in manual tasks that deliver zero strategic value. CRM logging, lead research, follow-ups, and reporting eat 10-15 hours per week that should go to selling. Pokee automates the busywork.
The Problem
- Manually logging calls and emails to CRM takes 2+ hours daily
- Leads go cold because follow-ups fall through the cracks
- Building pipeline reports eats into selling time
- No visibility into which leads are actually engaged
- Data entry across multiple tools fragments your workflow
What You Can Automate
- 1
Auto-log all interactions to CRM
Time saved: 2 hours/dayPokee monitors your email and calendar, identifies CRM contacts, and logs every interaction automatically.
Prompt“After every email or Zoom call with a HubSpot contact, log the interaction to their timeline with a summary, duration, and next steps.”
- 2
Personalized follow-ups for cold leads
Time saved: 45 min/weekPokee identifies stale leads, reads thread context, and generates unique follow-ups that reference specific conversations.
Prompt“Every Tuesday, find leads in HubSpot who haven't responded in 7+ days. Draft a personalized follow-up for each using context from previous interactions.”
- 3
Daily pipeline report
Time saved: 30 min/dayPokee pulls real-time CRM data, calculates changes, identifies risk signals, and delivers a morning brief.
Prompt“Every morning at 8am, post to #sales-leadership: total value by stage, deals that moved yesterday, deals stuck 14+ days, and today's meetings.”
- 4
Lead enrichment on capture
Time saved: 10 min/leadPokee enriches every lead with research data and scores them before a rep even looks.
Prompt“When a new contact is added to HubSpot, research their company on LinkedIn and web. Fill in company size, industry, tech stack, and recent news. Score against ICP.”
- 5
Meeting prep briefs
Time saved: 15 min/meetingPokee gathers context so reps walk into meetings prepared without 15 min of research.
Prompt“30 minutes before each sales call, pull the contact's CRM history, last 5 emails, and LinkedIn activity. Summarize in a brief with talking points.”
Before vs After Pokee
| Metric | Before Pokee | After Pokee |
|---|---|---|
| CRM logging | 2+ hours daily manual | Automatic after every interaction |
| Lead response time | Hours or days | Under 5 minutes |
| Pipeline reporting | 30 min building each morning | Auto-delivered at 8am |
| Lead enrichment | 10 min manual research each | Instant on capture |
| Meeting prep | 15 min per meeting or wing it | Auto-delivered 30 min before |
How It Works
- 1
Connect your tools
Head to pokee.ai/authorizations and link each tool in your stack with one-click OAuth. Takes 2 minutes total.
- 2
Describe workflows
Tell Pokee what you want automated in plain English. No triggers to configure, no flowcharts to build.
- 3
Pokee executes
Workflows run automatically with intelligent error handling and adaptation. When tools change or edge cases appear, Pokee adjusts.
Why Pokee
Natural language setup
Describe workflows like talking to a colleague, not configuring a flowchart.
Unlimited steps
One description can chain 10+ actions across all your tools. Zapier charges per step.
Self-healing
When APIs change or rate limits hit, Pokee adapts. Zapier breaks.
Context-aware
Pokee understands your data and makes intelligent decisions about edge cases.
One price
All integrations, all workflows, unlimited actions. No per-Zap pricing.
Deployment & Governance
Runs where your data lives, with humans in control
Private deployment
A dedicated managed tenant, your own VPC on AWS, Azure or GCP, on premises, or air-gapped. Your data never leaves your boundary.
Approvals and audit
Approval gates wherever you set them, role-based access, and a full audit log. Every agent action is attributable and reviewable.
Measurable pilots
Pilots run on two or three real workflows, typically live inside two weeks. Measure time saved, accuracy and cycle time before rollout.
FAQ
- How quickly can sales teams get started with Pokee?
- Most teams are automating within 5 minutes. Connect your tools via OAuth, describe your first workflow in English, and Pokee starts executing immediately.
- What if my workflow is complex or has many conditions?
- That's where Pokee shines. Unlike trigger-action tools, Pokee handles complex conditional logic, branching paths, and context-dependent decisions. Describe the full logic in English.
- Can Pokee handle sensitive sales teams data securely?
- Yes. SOC 2 Type I certified with Type II in progress. All data encrypted in transit and at rest. OAuth tokens revocable anytime. Enterprise plans offer on-premise deployment.
- How much does it cost?
- Free tier includes 500 credits. Paid plans start at $19.99/month for unlimited integrations and workflows. No per-automation pricing.
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