Grounded in your business.
Agents use your CRM, deal history, and approved knowledge to deliver accurate, relevant work.
AI sales agents that move every deal forward.
From CRM updates to deal risks and sales collateral, Inventive AI handles the busywork so your reps can focus on selling.
Less busywork. More selling. Faster execution.
- 50%
- Higher win rates
- 90%
- Faster RFP completion time
- 2.5x
- More submissionsIn just 3 months.
Trusted by revenue teams at
“Inventive has not only helped us save time, but it’s also helped us win more. Our win rate increased by more than 50% after implementing Inventive.”
Meet your AI sales team.
One connected team of AI agents. Every deal covered.
Keep your pipeline moving
Deal Slippage Agent
Catch at-risk deals early and know what’s holding them back.
Explore agent
Deal health1 at riskAccount ABuyer replied yesterdayOn track
Account BNo buyer reply in 9 days, champion missed last callAt risk
Account CProposal under reviewOn track
What’s holding it backOpen security review. SSO questions unanswered since the last call.
Keep your pipeline moving
CRM Automation Agent
Keep your CRM accurate and updated without manual work.
Explore agentPipeline3 updatesDiscovery
Account FCreated by agent
Account A
Proposal
Account BStage moved
Account D
Negotiation
Account CNext step: proposal reviewFilled by agent
Keep your pipeline moving
Task Execution Agent
Turn follow-ups and next steps into completed tasks.
Explore agent
Next steps, Account B2 of 3 doneSend SSO one-pager to the championSent 09:20
Book the economic buyer callThursday 10:00, invite sent
Update the mutual action planIn progress
Win every conversation
Call Prep & Recap Agent
Walk into calls prepared. Walk out with next steps handled.
Explore agentCall with Account BThu 10:00Before the call
- Economic buyer joins for the first time
- Open question: SSO and data residency
- Goal: agree on a signature date
After the call
- Recap sent to all attendees
- Next step logged in the CRM
Win every conversation
Sales Collateral Agent
Create personalized, buyer-ready content from approved sources.
Explore agent
CollateralFrom approved sourcesROI calculator
Battle card
One-pager
Move deals to close
RFP Response Agent
Draft RFPs, DDQs, and security questionnaires faster.
Explore agentSecurity questionnaireDraft readyDescribe how customer data is encrypted at rest.Drafted from your knowledge hub1
Do you support single sign-on (SSO)?Drafted from your knowledge hub2
What uptime SLA do you offer?Drafted from your knowledge hub3
New agentYour workflow1WhenA deal enters Negotiation
2ReadCall notes and contract redlines
3DoDraft a mutual action plan
4ThenAsk the deal owner to approve
Accurate by design. Scalable by default.
AI agents are only useful when you can trust their work and deploy them across your entire team.
You stay in control.
Set permissions, approve sensitive actions, and see exactly what every agent did and why.
Built to scale.
Deploy consistent workflows across reps and teams with shared context and role-based controls.
Call brief, Account B3 sources cited
What’s blocking Account B?
Security review is the open blocker1. The champion asked for SSO details on the last call2, and procurement needs the updated order form before Q4 budget lock3.
1Opportunity record, Next stepsSalesforce
Salesforce2Discovery call, 18:42Gong
Gong3Thread: Order form and pricingEmail
EmailApprovals and activityCustomer-facing actions need review
Send follow-up to Account BTask Execution Agent
Recap of the security questions, the SSO one-pager, and a proposed time for the economic buyer call.
Approved and sent. Logged to Salesforce.
- Flagged Account B as at riskWhy: no buyer reply in 9 days, missed call
- Updated close date to Nov 28Why: buyer moved budget review, per email
- Created task: send SSO one-pagerWhy: requested on the discovery call
Workflow: Stalled deal follow-upLive for 4 teams
ENEnterprise AEsMMMid-marketSESolutionsRORevOps
| Role | Update CRM | Draft emails | Send to buyers |
|---|---|---|---|
| Account executive | Automatic | Automatic | Needs approval |
| Sales manager | Automatic | Automatic | Needs approval |
| SDR | Automatic | Needs approval | Off |
| RevOps admin | Automatic | Off | Off |
From stalled deals to next steps handled.
- 01
Connect your tools
Bring together your CRM, email, calendar, calls, and approved content.
- 02
Agents take action
Identify blockers, update records, prepare materials, and execute routine tasks.
- 03
Approve when needed
Sensitive actions come to you. Routine work keeps moving within your rules.
- Deal at riskDeal Slippage Agent
Account B goes quiet
No buyer reply in 9 days and the champion missed the last call. The agent flags the deal before it slips.
- Blocker identifiedCall Prep & Recap Agent
Security review is the blocker
The agent reads the call recording and email thread and finds the open SSO question holding up procurement.
- Follow-up draftedTask Execution Agent
A follow-up is ready to send
Recap, SSO one-pager from approved content, and a proposed time with the economic buyer, drafted in your voice.
- Approval requestedTask Execution Agent
Customer-facing, so it comes to you
Emails to buyers need approval by default. Review the draft, then approve it to keep the deal moving.
Nothing is sent until you approve. - Deal updatedCRM Automation Agent
Salesforce is up to date
Next step, close date and activity are logged automatically. Deal health moves back to on track.
Not another chatbot. An AI sales team that gets work done.
Generic AI assistants respond to prompts. Inventive AI’s agents work proactively and continuously across your sales process.
One shared deal context
Agents understand the same opportunities, conversations, and next steps.
Real actions, not just answers
Go beyond suggestions to CRM updates, completed tasks, and buyer-ready documents.
Governed execution
Approved content, role-based permissions, and traceable actions keep your team in control.
Use Inventive AI alongside your existing tools, including supported ClaudeChatGPTCopilot integrations.
Move faster. Stay in control.
Human approvals
Decide which actions run automatically and which require review.
Role-based access
Agents operate within each user’s permissions.
Approved knowledge
Customer-facing materials use governed sources with citations.
Full visibility
Review agent activity and the reasoning behind actions.
CRM stays central
Salesforce or HubSpot remains your system of record.
Frequently Asked Questions
An AI sales agent monitors deal activity and executes sales tasks, from CRM updates to follow-ups, without requiring a new prompt every time.
Inventive AI connects deal context, tools, workflows, and approval rules so agents can take coordinated actions across your sales process.
Only if you enable it. Customer-facing actions require approval by default.
Salesforce and HubSpot.
No. It works alongside your existing tools and adds execution across sales workflows.
Yes. Build agents around recurring tasks and workflows specific to your team.
Give every rep an AI sales team.
Less admin. Faster execution. More time to sell.
See accurate, scalable AI agents working across your pipeline.