ZUUZ
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Sales AI Agent

A Sales AI Agent that closes gaps in your pipeline—before reps even notice them

Keeps your pipeline honest, your follow-ups timely, and your forecasts grounded in real activity.

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Typical savings: 4–8 hrs/week per rep

From manual work to autonomous execution

The pain

Reps spend more time updating CRM fields and chasing stale deals than actually selling. Managers fly blind until QBR prep reveals the damage.

What ZUUZ does

ZUUZ listens to meetings, emails, and CRM changes, then auto-updates deal records, flags risk signals, and drafts next-best-action recommendations.

The result

Pipeline hygiene improves without manual effort. Forecasts reflect reality. Reps reclaim hours every week for actual selling.

Automations

What this agent handles

Every automation runs with evidence, audit trails, and configurable approval gates.

Post-meeting CRM field updates (stage, next steps, close date)
Stale deal detection and automated nudge to owners
Deal risk scoring based on engagement velocity and stakeholder activity
Follow-up email drafts triggered by meeting outcomes
Next-best-action recommendations per opportunity
Automated weekly pipeline digest for managers
QBR draft generation from live deal and activity data
Contact role mapping from email and calendar signals
Workflows

Typical workflows

Real trigger → steps → output sequences. Hover over steps to follow the flow.

Trigger

Meeting ends with a prospect

Steps
1
Transcribe key points
2
Update CRM deal fields
3
Draft follow-up email
4
Schedule next step
Output

CRM updated, follow-up sent, next meeting proposed

Trigger

Deal inactive for 7+ days

Steps
1
Check last email/meeting activity
2
Score engagement velocity
3
Notify rep with context
4
Suggest re-engagement action
Output

Rep alerted with specific re-engagement playbook

Trigger

QBR due in 5 days

Steps
1
Pull pipeline snapshot
2
Aggregate win/loss signals
3
Generate narrative summary
4
Attach supporting evidence
Output

Draft QBR deck with data-backed insights

Inputs

  • CRM (Salesforce, HubSpot)
  • Email (Gmail, Outlook)
  • Calendar
  • Meeting transcripts
  • Slack/Teams messages

Outputs

  • Updated deal records
  • Follow-up drafts
  • Risk alerts
  • Pipeline reports
  • QBR decks

Controls

  • Manager approval for stage changes
  • Editable drafts before send
  • Full audit trail per deal
  • Role-based CRM field access
Impact estimate

Time & cost impact

Typical savings: 4–8 hrs/week per rep per user. Results depend on current process complexity and volume. We measure actual impact during your pilot—no guesswork.

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Cycle time reduction

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Fewer handoffs

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Fewer follow-ups

Metrics are measured during your pilot. No aggressive guarantees—just data from your own workflows.

See the Sales AI Agent in action on your workflows

Bring your messiest process. We'll show you what changes in the first two weeks.