AI agents thatreplaceexpandclosers.
AI sales agents that manage deals, prep calls, and close what would otherwise slip. Double your revenue—by doubling your team's bandwidth.
Every interaction puts dozens of agents to work.
Iron Clad — Demo debrief
- Demo completed — reading the call transcript
Scalable, repeatable processes consistent results.
Review, edit, approve in one click.
Every buying process, meeting, phone call, or email can change how you approach a deal. Your agent stays on top of your inbox, calendar, deal stages, and meetings — so every interaction gets handled.
Iron Clad — Demo debrief
Plan ready · 0/6 reviewed · Iron Clad — Annual · $84,000
Diagnosis
Iron Clad left the demo with clear forward momentum: Jordan and Maya confirmed the technical deep-dive, procurement and security questions are now explicit, and the next step is to keep the buyer group aligned before Monday. BlueReef will send one consolidated follow-up, queue a useful benchmark touchpoint, create the invite agenda, update the deal plan, and prepare the rep with a call analyzer, prep doc, and internal slide deck.
Execution Plan
13 stepsOutbound Actions
3Customer-facing messages, invites, and touchpoints.
- Follow-up email
- Required value touchpoint email
- Technical deep-dive calendar invite
Artifacts
3Reviewable deliverables the rep may inspect before approval.
- Sales call analyzer
- Meeting prep brief
- Technical deep-dive deck
Internal Updates
7Quiet state changes — debrief, memory, board, CRM.
- Create call debrief
- Update deal memory
- Set board status to On Track
- Update path to close
- Set next-meeting milestone — Mon May 11
- Log CRM meeting
- Log CRM note
Stop managing deals in your head.
Start closing them.
Once a deal plan is approved, the agent kicks into action giving you a progress bar (gantt) view. So you know exactly where every deal is in the sales cycle.
Meeting booked
Apr 14
Discovery
Apr 28
Upcoming meeting
May 7 · Solution deep-dive
Business Case
Projected · May 21
Negotiation
Projected · Jun 4
Close
Projected · Jun 18
Meeting booked
Apr 8
Discovery
Apr 22
Phone call
Apr 30 · 18 min call
Upcoming meeting
May 8 · Business case review
Negotiation
Projected · May 22
Close
Projected · Jun 5
Meeting booked
Apr 17
Discovery
May 1
Upcoming meeting
May 14 · Business case
Negotiation
Projected · May 28
Close
Projected · Jun 11
Meeting booked
Apr 6
Discovery
Apr 20
Demo
May 1
Upcoming meeting
May 9 · Business case
Close
Projected · May 23
Meeting booked
Apr 30
Upcoming meeting
May 6 · Discovery call
Business Case
Projected · May 18
Negotiation
Projected · Jun 1
Close
Projected · Jun 15
Discovery
Apr 12
Demo
Apr 28
Close
Projected · Jun 8
Meeting booked
Apr 8
Discovery
Apr 14
Phone call
Apr 22 · 12 min call
Close
Projected · Jun 1
When your follow-ups live in tasks and your projections in the CRM, deals slip.
Jordan Patel, VP Sales · $84,000 · Solution Validation
Convert procurement from a vague risk into a named, parallel workstream. Walk out with decision criteria confirmed, Sam's review cycle mapped, SLA tier accepted, and a commitment to a next checkpoint with a date.
- 1What does your standard vendor onboarding timeline look like — can security review run in parallel with procurement?
- 2Beyond Jordan and Maya, who else has to sign off before legal sees the MSA?
- 3Which workflows matter most this quarter — MSA redlines, renewal cadences, or procurement handoffs?
- Cutting MSA cycles from 14 days to under a week
- Bringing Sam in early so procurement isn't the bottleneck at signature
- Security & compliance — security review, DPA, sub-processor list ready
- Avoiding the 6+ month deployment that killed their last vendor evaluation
- Cycle time: 14-day → 4-day MSA cycles, 3 → 1 redline rounds — quantifiable ROI
- Risk: legal review could push the start date if security isn't run in parallel
- Stakeholder: Sam joining Monday means procurement is engaged early, not last-minute
Iron Clad wants to consolidate three tools by end of Q3. Each touches the sales motion but none of them sit above the CLM and Salesforce — Maya owns the spreadsheet that stitches them together today.
Pull-through
Lead with: BlueReef sits above your existing CLM + Salesforce — not a rip-and-replace. Show the audit-log surface in the architecture slide so Maya's compliance hook is named in the room.
- 1Open with security posture, not architectureSam's first question is going to be security review / DPA / sub-processors. Lead the deck with that slide so it's already answered before he asks.
- 2Anchor the SLA tier with Maya's redline volumeDon't pitch tiers cold. Have Maya read out the last-two-quarter numbers, then size live. Collaborative, not adversarial.
- 3Frame procurement as a parallel trackDon't ask Sam to approve anything Monday. Ask him for the standard onboarding timeline so security and legal can run in parallel — that's the unlock that protects the close date.
- Apr 30Meeting booked · calendar invite accepted by Jordan and Maya
- May 4Demo · 32 min · forward note, procurement loop-in agreed
- May 5Email · Jordan confirmed Sam from Procurement joining Monday
Know your deal.
Click any meeting, past or upcoming, to see full insights and every link used — from prep and debriefs to slides — plus a quick snapshot for fast assessments.
Deal Intelligence
Dynamic plans that adapt after every interaction.
Connect your tools
Seamless integrations with your stack.
Routines
Keep your agents busy.
Automations
Calendar invites, agendas, recap emails, meeting prep, call debriefs, and CRM updates — all done for you, following your sales process. Learn more
Iron Clad — Demo debrief
- Demo completed — reading the call transcript
A live look at how deal plans are generated — the agents stream their work, then hand you the plan to approve.
Common Questions
What do BlueReef agents actually do?
They watch every deal for what matters — a call that wraps, an email that lands, a meeting that books — then handle the prep, follow-ups, and CRM updates automatically. Your reps sell. Everything else is done for them.
Is this usage-based pricing?
Absolutely — you only pay for work that's performed. No credits are used until something is analyzed, produced, or updated. Idle agents never cost you a thing; you're paying for output, not access.
How does the agent learn our sales motion?
You define it. Your sales process is built in BlueReef — the stages, what each one requires, and the resources it carries — and every agent follows it. Teams can each run their own process, so enterprise, mid-market, and SMB aren't forced into one template. From there, any piece of content the agent produces is yours to shape: attach a prompt to steer how it's written, or a template to lock the format.
Can reps and managers override what the agent does?
Always. Every drafted email, CRM update, and suggested next step is reviewable before it ships. Reps approve, edit, or skip. Managers see the full audit trail. The agent never sends without sign-off you've explicitly enabled.
How long does rollout take?
Most teams are live in 5–10 business days from contract. Agent runtime, CRM sync, and integration mapping happen in parallel — your reps don't wait on procurement to start seeing value.
Are you a CRM?
Not at all. BlueReef sits on top of Salesforce or HubSpot and writes back bi-directionally. Reps stay in their existing flow; the agent does the work that used to land in their inbox.