Vaulty for sales teams

Your sales team, multiplied.
Your SDR agent works 24/7.

Automate lead qualification, proposal generation and opportunity follow-up with AI agents integrated to your CRM.

How much time your sales team wastes

On repetitive tasks that don't require a salesperson. They only require consistency.

Responding to leads outside business hours

A lead that waits more than 5 minutes has 80% less chance of converting. Your team can't always be available.

📝

Building proposals from scratch

Your team spends hours searching for information, adapting the proposal and formatting. Man-hours that can be automated.

🔄

Manually updating the CRM

After every call or WhatsApp message, someone has to update the CRM. 40% of data isn't loaded on time.

Let's schedule a demo with your real process

In 30 minutes we'll show you how Vaulty integrates with your CRM and how much time it can free up for your team.

What Vaulty does in your sales process

It doesn't replace your team. It frees their time for what really matters: closing.

Vaulty SDR

The agent that never stops qualifying

Every new lead is automatically analyzed. The SDR agent responds on WhatsApp, researches the company online, drafts the first personalized message and updates the CRM — all before your salesperson has their first coffee.

  • Responds to WhatsApp inquiries in seconds
  • Researches the lead's company before the call
  • Updates CRM fields in natural language
  • Generates the lead briefing for the team
  • Prepares full context for every meeting

// SDR interaction example

Lead: "Hi, I'd like to know more about Vaulty"

SDR: "Hi! I'm the AT Vault assistant. What industry are you in?"

Lead: "We're a logistics SME, 50 people"

SDR: "Perfect. We have specific use cases for logistics. I'll send you a personalized proposal in the next few minutes."

→ CRM automatically updated
→ Proposal sent by email
→ Briefing generated for the salesperson

Proposal generated in 3 steps:

1

Researcher investigates the account

Analyzes the company's website, recent news and sector context.

2

Proposal drafts the document

Generates the proposal with your company's branding, tailored to the client.

3

Export to PDF, HTML or Word

Ready to send to the client in minutes.

Vaulty Proposal + Researcher

Commercial proposals in minutes

The Team AI researches the client in real time and generates a complete proposal with your company's branding. Ready to review, personalize and send.

What used to take a day of work — researching, writing, formatting — now takes minutes. Your salesperson spends time personalizing, not starting from scratch.

CRM Integration

Your CRM in natural language

The agent queries and modifies the CRM as if it were a conversation. No need to open the CRM, search for the record or update fields one by one.

"How many new leads came in this week?"
"Change the status of Opportunity XYZ to Closed Won"
"Send me a summary of opportunities above $50k"
"When was the last contact with Company ABC?"

More uses for your sales team

🌅

Automatic morning briefing

Every morning: new leads of the day, scheduled meetings and opportunities with pending follow-up. In your inbox before you start.

📊

Pipeline analysis in seconds

"How many open opportunities do we have above $50k?" — direct answer from the CRM, without running reports.

📱

WhatsApp as a sales channel

The agent handles incoming inquiries on WhatsApp Business 24 hours a day, qualifies and transfers to the salesperson only when the lead is ready.

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Target account research

Before every call: the agent researches the company, its current situation and sector context. Your salesperson arrives prepared.

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Personalized cold emails

B2B email sequences written for each buyer profile: IT technical, CFO, CEO. Different content, different tone.

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Opportunity follow-up

The agent detects opportunities without recent activity and generates a follow-up draft for the salesperson to review and send.