Your best leads are already in your CRM
AI Sales Agent 2.0 connects to your CRM, sign-ups and inbox, then tells you every morning which people to contact and why.
Early access opens to Instantly customers first
Today’s recommendations
Monday morning · 3 people worth a message
Priya Natarajan · Northwind Logistics
Started a trial 3 days ago and invited two teammates
From Product sign-ups
Marcus Bell · Alder & Co
Closed-lost deal from March. Their team just doubled in size
From CRM
Elena Ruiz · Brightline Studio
Opened your pricing email twice this week, no reply yet
From Inbox
Instantly is used by the world’s leading companies
Connect once, get a call list every morning
The agent keeps watch over the systems you already use, so no sign-up, deal or warm contact slips through.
- 1
Connect your tools
Link your CRM, product sign-ups, billing, inbox and calendar in a few clicks. No exports, no spreadsheets.
- CRM
- Sign-ups
- Billing
- Inbox
- Calendar
- 2
The agent reads the signals
It watches your existing database for trial activity, stalled deals, re-engaged accounts and job changes.
- Trial activity
- Stalled deals
- Job changes
- 3
You get today’s list
Each recommendation explains why the person is worth a message and comes with a drafted email you approve before anything is sent.
- Reason
- Draft email
- Your approval
Who to contact, and why today
The agent spots the moments when a lead you already have is ready to hear from you, and tells you what changed.
New sign-ups that went quiet
Trial users who explored your product for a day or two, then stopped logging in. A timely note often brings them back.
Example reason: “Signed up Tuesday, set up one project, hasn’t returned since day 2.”
Closed-lost deals worth reopening
Deals you lost on timing, where something has since changed.
Example reason: “Lost in Q1 on budget. They just announced new funding.”
Accounts expanding
Existing customers adding seats or hiring for the team that uses you.
Example reason: “Added 4 seats this month and is hiring two sales reps.”
Warm contacts going cold
People who opened or replied before, with no follow-up in 30 days.
Example reason: “Replied to your demo email, no follow-up for 34 days.”
Champions who changed jobs
Past users who moved to a new company that is already in your CRM.
Example reason: “Former power user, now Head of Growth at an account you track.”
Every recommendation comes with a draft. Nothing sends until you approve it.
Works with the tools you already use
The agent reads from your CRM, product, inbox and calendar, so every recommendation reflects everything you know about a lead.
CRM
HubSpot
Contacts, companies and deal stages
Salesforce
Accounts, opportunities and activity history
Pipedrive
Deals, pipelines and lost reasons
Attio
People, companies and custom lists
Product & billing
Stripe
New sign-ups, trials and plan changes
Segment
Product events and feature usage
Intercom
Support conversations and in-app questions
Workspace
Slack
Where your daily list arrives
Gmail
Past threads and replies
Outlook
Past threads and replies
Calendar
Google Calendar
Past meetings and upcoming calls
Calendly
Booked, canceled and no-show meetings
Logos are trademarks of their respective owners. Connection list for early access; more integrations to follow.
Questions about early access
Stop losing leads you already paid for
Get a daily list of the people worth contacting, with a draft ready to approve.