PRODUCTS · SAGE
Your sales rep, sales ops, and research analyst — in one agent.
Sage is the Sales Automation & Guidance Engine. It runs continuously against your CRM, your inbox, and your calendar. It drafts for your review. It never sends autonomously.
What Sage does, every day.
Sage runs on a fixed rhythm. You don’t schedule it. You don’t prompt it. It does its work and reports in.
OVERNIGHT
Nightly research
Researches tomorrow’s meeting attendees via live web search. Enriches new contacts. Refreshes stale accounts on a monthly rotation.
8 AM MON–FRI
Morning briefing
Delivers a daily brief: today’s meetings with attendee context, CRM changes, buying signals detected, recommended actions.
THROUGHOUT THE DAY
Continuous CRM
Extracts contacts and accounts from your email. Logs meetings from Fathom recaps. Updates stream notes. Flags cold deals.
The capability set.
Inbox operations
Reads sales and bot inboxes via IMAP. Drafts outreach, follow-ups, and LinkedIn connect messages. Every send requires your approval in your normal mail client.
CRM
Pipeline discipline
Creates and updates contacts, accounts, and opportunities in EspoCRM. Handles deduplication. Enforces pipeline stage gates. Maintains structured stream notes.
RESEARCH
Prospect intelligence
Live web search on attendees, companies, funding, and signals. New contact enrichment on LinkedIn CSV or Apollo import. Monthly stale-contact refresh.
PROSPECTING
TARGETS command
Email Sage a natural-language target description. It pulls matching contacts, researches fit, and returns a scored prospect list for your approval before any outreach begins.
KNOWLEDGE
Q&A via email
Ask Sage a sales question in email and get an answer grounded in your knowledge base plus live web search. No invented attributions, no hallucinated stats.
COACHING
Deal-by-deal guidance
Every opportunity in the pipeline gets Sage’s analysis: what stage it’s in, what gate criteria are met, what’s missing, what the next step should be.
The operating principles.
Four rules shape how Sage behaves. These are not marketing claims — they are enforced in the agent’s prompt architecture:
01
Never auto-sends
Every outbound email, LinkedIn message, and CRM external-facing action requires explicit human approval. Sage drafts; you send.
02
Never invents attribution
Sage refuses to fabricate case studies, customer names, pricing claims, or statistics. If the content isn’t verifiable, Sage declines to include it.
03
Flags, doesn’t assume
On potential duplicates, stage conflicts, or ambiguous data, Sage flags the question to you instead of acting. You adjudicate.
“Sage has been reading my email for months. It has never sent a message I didn’t approve.”
See Sage in action.
The best way to understand Sage is to see a live walkthrough — your CRM, your inbox, your morning brief. Book 15 minutes and we’ll show you what the first week looks like.