AI Sales Agent
Mark is the default AI sales agent inside ScendSales. He handles prospect engagement, qualification, booking, follow-up, and CRM updates.
For sales teams
The AI sales product that runs your entire sales process.
ScendSales helps you prospect, qualify, book meetings, follow up, recover pipeline, and update your CRM automatically — using a governed AI sales agent, automated workflows, and human oversight where it matters.
MDefault agent: Mark · Rename anytime14-day trial · No credit card required · Go live when ready
11:02MARKNew prospect found · Northstar Robotics · ICP matchCaptured
11:03MARKLead qualified · BANT complete · scored 86Qualified
11:05MARKMeeting booked · Thursday 2:00pm · routed to AEBooked
11:06MARKFollow-up sent · recap + next stepsSent
11:06MARKCRM updated · activity & status loggedSynced
11:07SYSTEMHuman approval requested · proposal discountApprove
11:08MARKPipeline recovered · re-engaged stalled dealRecovered
02 · What ScendSales is
Not just an agent. A complete AI sales execution system.
ScendSales combines an AI sales agent, sales workflows, qualification logic, follow-up automation, CRM updates, booking, reporting, approvals, and audit trails into one product built for sales execution.
Mark
AI Agent
AI Agent
Sales
Workflows
Workflows
Revenue
Inbox
Inbox
CRM +
Calendar
Calendar
Human
Approval
Approval
Reporting +
Audit Trail
Audit Trail
Sales Workflows
Automate repeatable sales motions: lead capture, outbound follow-up, meeting reminders, proposal chasing, pipeline recovery, and handoff.
Sales Inbox
Manage sales conversations, handoffs, approvals, follow-ups, and AI actions in one shared queue.
Qualification Logic
Score and qualify leads using your rules, ICP, buying intent, company fit, urgency, budget, and next-step readiness.
Booking Logic
Schedule meetings, route prospects to the right rep, handle reminders, and recover no-shows automatically.
CRM Updates
Write notes, lead status changes, activity logs, meeting outcomes, and pipeline updates back into your CRM.
Pipeline Recovery
Re-engage stalled prospects, closed-lost opportunities, ghosted leads, and dormant pipeline with context-aware follow-up.
Human Oversight
Pause sensitive actions, request approval, route uncertain cases, and keep your team in control.
Reporting & Audit Trail
Track what ScendSales did, why it did it, what happened next, and how each workflow performed.
ScendSales03 · Default AI agent
Meet Mark, your default ScendSales agent.
Mark is the default AI agent inside ScendSales. He executes the sales workflows you configure — from prospect engagement and qualification to booking, follow-up, and CRM updates. Keep the name Mark or rename the agent to match your team.
- Engage prospects
- Qualify leads
- Book meetings
- Send follow-ups
- Recover stalled pipeline
- Update your CRM
- Request human approval when needed
04 · Sales workflow
From first touch to follow-up, ScendSales keeps your sales process moving.
ScendSales runs the repeatable parts of your sales process automatically while escalating the moments that need human judgment.
STEP 1
Capture or find the prospect
Works with inbound leads, CRM contacts, campaign responses, website forms, call inquiries, and outbound prospect lists.
STEP 2
Engage across the right channel
Responds, follows up, and continues the conversation across supported channels — email, SMS, chat, forms, and voice.
STEP 3
Qualify the opportunity
Applies your qualification logic to understand fit, urgency, use case, budget, authority, timeline, and next-step readiness.
STEP 4
Book the meeting
Qualified prospects are routed to the right person and booked into the right calendar with context attached.
STEP 5
Follow up automatically
Sends reminders, recaps, next steps, proposal follow-ups, and no-show recovery messages.
STEP 6
Update the CRM
Notes, activities, lead status, qualification details, next steps, and meeting outcomes are logged automatically.
STEP 7
Recover stalled pipeline
If a deal goes quiet, ScendSales triggers recovery workflows to re-engage the prospect and bring the opportunity back into motion.
STEP 8
Escalate when needed
Sensitive, unclear, high-value, or approval-required actions are routed to a human with full context.
STEP 9
Track every action
Reporting and audit trails show what happened, what was automated, what was approved, and what resulted.
05 · Capabilities
What ScendSales does.
Built to execute the sales work that usually gets lost between prospecting, qualification, meetings, follow-up, and CRM admin.
Prospecting Support
Engage prospects from approved lists, CRM segments, campaign responses, and inbound signals.
Lead Qualification
Ask structured questions, score readiness, identify fit, and route qualified leads to the right next step.
Meeting Booking
Book meetings, send confirmations, handle reminders, reschedule where appropriate, and recover no-shows.
Follow-Up Automation
Send timely follow-ups after inquiries, calls, meetings, proposals, demos, and missed responses.
Proposal & Next-Step Chasing
Keep deals moving by reminding prospects, tracking next steps, and escalating when human action is needed.
Pipeline Recovery
Re-engage stalled opportunities, closed-lost prospects, dormant leads, and no-show contacts.
CRM Hygiene
Update contact records, log notes, sync activity, capture outcomes, and reduce manual sales admin.
Rep Briefing
Prepare your team before calls: who the prospect is, what they asked, how they scored, and what to say next.
Human Approval Rules
Require sign-off before pricing, proposals, sensitive messages, high-value actions, or uncertain responses.
Reporting
Track speed-to-lead, meetings booked, qualification rates, follow-up activity, recovery outcomes, and agent performance.
06 · Before and after
Same sales job. Done differently.
ScendSales does not replace your entire sales team. It removes the repetitive execution work that slows the team down.
Before ScendSales
With ScendSales
SDRs manually chase leads and forget follow-ups.
ScendSales follows up automatically using approved workflows.
Prospects wait hours or days for a response.
ScendSales responds quickly and keeps the conversation moving.
Qualification happens inconsistently across reps.
ScendSales applies the same qualification logic every time.
Meetings are booked manually through back-and-forth messages.
ScendSales books meetings and sends confirmations automatically.
No-shows and stalled deals often disappear.
ScendSales triggers no-show and pipeline recovery workflows.
CRM records are incomplete or outdated.
ScendSales updates the CRM with notes, status, activity, and next steps.
Managers cannot see what happened across the funnel.
ScendSales provides reporting, workflow visibility, and audit trails.
Reps spend time on admin instead of selling.
Reps focus on qualified conversations, proposals, and closing.
07 · Revenue inbox
Your sales team and AI agent work from one queue.
ScendSales brings conversations, approvals, handoffs, follow-ups, and workflow updates into one sales execution queue — so your team can see what the AI is doing and step in when needed.
- See new leads, active conversations, follow-ups, bookings, and handoffs in one place.
- Approve sensitive messages before they go out.
- Review AI-generated summaries and next steps.
- Assign opportunities to the right team member.
- Track what the agent did and what still needs human action.
Northstar Robotics — proposal discount
ScendSales · drafted 12% discount
MarkNeeds approval
“Hi Dana — I can offer 12% off the annual plan if we sign this quarter, plus onboarding included. Want me to send the updated proposal today?”
Aviva — demo request
ScendSales · qualified & booked Thursday
MarkAI handled
Saga — stalled deal
ScendSales · re-engaged after 14 days quiet
MarkRecovered
Towergate — post-meeting recap
ScendSales · follow-up sent, next steps logged
MarkSent
08 · Control built in
AI execution with human approval where it matters.
ScendSales is built for governed sales execution. The AI moves work forward automatically, but your team defines the rules for what requires human review.
Pricing conversations
Require approval before sending pricing, discounts, or commercial terms.
Proposal actions
Route proposal drafts, scope changes, and contract-related follow-ups to a human.
High-value opportunities
Escalate high-value deals before major next steps are taken.
Uncertain responses
Pause and ask for review when the AI is unsure or the lead requires judgment.
Sensitive industries
Use stricter approval rules for regulated or compliance-heavy businesses.
Every action can be logged, reviewed, and tied back to the workflow that triggered it.
09 · Customer platformAll four
ScendSales works with the rest of your customer platform.
Run ScendSales on its own, or alongside ScendMarketing, ScendReception, and ScendService inside ScendCore Complete.
Acquire
ScendMarketing
Captures demand, runs campaigns, nurtures leads, and hands sales-ready prospects to ScendSales.
Explore ScendMarketing → Acquire
ScendReception
Answers calls, captures inquiries, books appointments, and routes sales opportunities into ScendSales.
Explore ScendReception → Retain
ScendService
Supports customers after the sale, tracks sentiment, and surfaces expansion or churn signals.
Explore ScendService → Platform
ScendCore Complete
Runs sales, marketing, service, and reception together in one customer platform.
Explore ScendCore Complete →10 · Integrations
Plugs into the tools your sales team already uses.
ScendSales connects with your sales stack so the agent can execute work without forcing your team to change how they operate.
CRM
- HubSpot
- Salesforce
- Pipedrive
- GoHighLevel
- Zoho
Email & Messaging
- Gmail
- Outlook
- SMS
- Chat
Calendar
- Google Calendar
- Outlook Calendar
- Calendly
- Cal.com
Forms & Landing Pages
- Website forms
- Lead magnets
- Quiz funnels
- Campaign forms
Voice & Calls
- Call capture
- Missed-call follow-up
- Call routing
- AI voice
Automation
- Workflow tools
- Webhooks
- APIs
- Custom automations
11 · Measurable execution
Know what your sales process is actually doing.
ScendSales gives visibility into sales execution so you can track speed, consistency, activity, handoffs, and outcomes across the pipeline.
Speed-to-lead
Track how quickly new prospects and inquiries receive a response.
Qualified leads
See how many leads meet your qualification rules and move to the next step.
Meetings booked
Track booked meetings, reminders, no-shows, and reschedules.
Follow-up coverage
Measure whether every prospect and open opportunity receives timely follow-up.
Pipeline recovery
Track stalled, ghosted, and closed-lost opportunities brought back into motion.
CRM completion
See how consistently activities, notes, statuses, and next steps are logged.
12 · PricingMost popular
Start with ScendSales, or get it as part of ScendCore Complete.
Choose ScendSales if sales is the function you want to automate first. Choose ScendCore Complete if you want sales, marketing, service, and reception working together.
ScendSales Essential
For basic sales capture, qualification, booking, and follow-up.
View pricingScendSales Pro
For full sales execution across qualification, booking, follow-up, CRM updates, and pipeline movement.
View pricingScendSales Advanced
For advanced workflows, voice, recovery, routing, reporting, and higher-volume execution.
View pricingAll four products
ScendCore Complete
All four Scend products in one customer platform: ScendSales, ScendMarketing, ScendService, and ScendReception.
13 · Questions
Common questions from sales teams.
ScendSales is the product. Mark is the default AI sales agent inside ScendSales. You can rename Mark anytime while the underlying ScendSales workflows, controls, and capabilities remain the same.
No. ScendSales handles repeatable execution work such as prospect engagement, qualification, booking, follow-up, recovery, and CRM updates. Your team stays focused on judgment, relationships, proposals, and closing.
Yes. ScendSales can support approved outbound workflows, follow-up sequences, and prospect engagement depending on your setup, channels, and plan.
Yes. ScendSales can qualify leads using your rules, ICP, budget, timeline, authority, use case, urgency, and other qualification criteria.
Yes. ScendSales can book meetings, route leads to the right calendar, send confirmations, trigger reminders, and support no-show recovery.
Yes. ScendSales can log activity, notes, status changes, qualification data, meeting outcomes, and next steps into your CRM where integrations are enabled.
Yes. You can require approval for sensitive, high-value, uncertain, or commercial actions such as pricing, proposals, discounts, or contract-related follow-up.
Yes. You can buy ScendSales as a standalone product or get it as part of ScendCore Complete.
ScendCore Complete includes ScendSales, ScendMarketing, ScendService, and ScendReception in one customer platform.
No credit card is required for the 14-day trial or sandbox/demo use. A payment method is required before live production execution such as outbound campaigns, SMS, voice, or high-volume automation.
Stop running your sales process on spreadsheets, inboxes, and calendar invites.
ScendSales helps your team prospect, qualify, book, follow up, recover pipeline, and update your CRM automatically — with human oversight where it matters.
14-day trial · No credit card required · Go live when ready