LInkedIn

Sales AI Agents

Accelerate sales cycles and drive more closures with vertical AI agents.

AI sales agents that seamlessly integrate with your systems

Our intelligent agents seamlessly integrate with your CRM system, prospecting tools, engagement platforms, CPQ, DMS, and other line-of-business systems to enable effective process automation across your sales cycles.

See how Digital ClerX fits into your ecosystem.

In-meeting intelligence and real-time support

Our sales AI agents instantly deliver information and insights your sales reps need to run more successful meetings without any scrambling. Working behind the scenes, our AI sales agents can: 

Surface relevant proposals, pricing, and sales collateral

Provide real-time objection handling cues

Recommend talking points tailored to the client

Auto-capture key discussion points and suggest follow-up actions

Offer on-the-go coaching
for field reps

Empower sales reps with AI-powered coaching

Equip your sales team with intelligent AI agents that coach, guide, and upskill reps and enable them to keep winning. 

Call analysis 

Sales roleplaying

Personalized feedback

Skills gap identification

Unlock 70% more time with agentic Sales automation

Our vertical AI agent platform seamlessly fits into your digital landscape and enables effective agentic automation without disrupting your existing operations. Our Sales AI agents automate simple to complex workflows and allow your sales reps to focus on high-value tasks. This empowers your sales team to close more deals, deepen customer relationships, and drive more revenue, consistently. 

Lead & Opportunity Management
  • AI-driven lead qualification & scoring 
  • Auto enrich prospect data 
  • Smart lead routing & assignment 
  • Generate personalized meeting briefs 
  • Auto-schedule & send reminders 
  • Real-time meeting notes & task logging
  • Automated deal stage updates & CRM logging 
  • Trigger follow-ups & nurture sequences 
  • Dynamic pipeline forecasting 
  • Instant proposal & quote creation 
  • Personalized sales deck generation 
  • Automated e-signature workflows 
  • Auto-generate onboarding tasks 
  • Proactive renewal & upsell alerts 
  • Customer feedback collection & logging 
  • Real-time sales dashboards 
  • Automated performance reports 
  • Next-best action & risk alerts

Bring your own use case

You can create scalable agentic solutions with Digital ClerX. Let’s talk to discuss your unique business needs or identify potential use cases.

Why Digital ClerX for sales automation

Digital ClerX is an enterprise-grade vertical AI agent platform designed to empower sales organizations with intelligent automation throughout their workflows. Built for businesses focused on results, control, and scalability, our platform helps accelerate revenue growth while ensuring seamless governance. 

Prebuilt AI sales agents

Rapidly deploy tailored AI agents for critical sales workflows, reducing time-to-value with minimal disruption.

Controllable autonomy

Precisely define and adjust AI agent autonomy levels to maintain compliance, quality, and governance while scaling automation.

Seamless enterprise integration

Effortlessly connect with your CRM, ERP, CPQ, and other core systems for uninterrupted workflows.

Context-aware intelligence

Leverage historical sales data, customer insights, and pipeline status to drive relevant and accurate automation.

Configurable workflows

Customize process automations for deal routing, approvals, escalations, and sales compliance.

Model flexibility

Use your preferred foundation or domain-specific AI models tailored to your unique needs.

Real-time analytics & reporting

Track automation impact with live dashboards showing time savings, cost reduction, and pipeline acceleration.

Enterprise-grade security and compliance

Deploy within your infrastructure with full alignment to privacy, audit, and regulatory requirements.

Transform your sales performance with AI agents

Empower your team with intelligent automation across the sales cycle. Book a demo today and see how our AI sales agents can help your teams sell smarter and faster.

Frequently Asked Questions (FAQs)

What is Digital ClerX and how does it help sales teams?

Digital ClerX is a vertical AI agent platform that helps automate sales workflows end to end, freeing reps from manual tasks and accelerating revenue growth. 

Yes, it seamlessly integrates with CRM, ERP, CPQ, and other sales tools to deliver frictionless automation without disrupting workflows. 

With prebuilt AI agents and flexible workflows, Digital ClerX can be deployed rapidly, often within weeks, accelerating time-to-value. 

Absolutely. The platform provides live dashboards and reporting to track efficiency gains, cost savings, and pipeline acceleration. 

Agentic AI analyzes vast B2B data sets to enrich leads and accurately score them based on buying intent, enabling sales teams to focus on the highest-potential prospects efficiently. 

Agentic sales automation, powered by AI sales agents, streamline outreach, follow-ups, and data management, allowing reps to engage more prospects effectively and accelerate deal closures. 

Agentic AI-powered sales coaching platforms provide personalized training, roleplay simulations, and real-time feedback, enhancing sales skills and overall team performance. 

AI sales agents can simulate cold calling scenarios and objection handling to give reps practice opportunities and real-time guidance for improved call success. 

Agentic sales automation integrates AI agents to automate content delivery, optimize demand generation, and empower sales reps with timely resources to engage buyers more effectively. 

Agentic AI sales agents automate routine tasks, deliver actionable insights, provide tailored coaching, and free sales reps to focus on strategic selling activities.