Pipeline check
"What deals are closing this month and which look at risk?"
Agent queries open opportunities, checks stage and last activity, and flags the quiet ones.
Renly for Sales
AI agents for sales teams. Give every rep an analyst.
Renly connects to your CRM and lets reps ask their pipeline anything in plain English. Account briefs before every call. Stale leads surfaced. Follow-ups drafted. CRM updates queued for approval. Less admin, more selling. Every action your sales agents take is attributable to a user, agent, and model, follows the approval rules your admins set, and lands in a correlated audit trail.
The problem
Reps sell. CRMs ask reps to be data clerks.
The pipeline answer is in the CRM, but getting it means a report, a filter, or a ping to ops. Logging activity and updating stages eats the hours that should go to customers. Renly does the CRM work so your reps do the selling.
What your sales team can do
Six things to ask on day one.
Grounded in Renly's Salesforce and LinkedIn connectors. Salesforce is available on Pro and above, LinkedIn on Pro Plus and above.
Pre-call brief
"Brief me on the Acme account before my 2pm call."
Agent pulls the account, opportunities, contacts, and recent activity, then writes a one-page brief.
Log the call
"Log my Acme call. Move the deal to Proposal."
Agent drafts the activity record and stage change as approval cards. Nothing updates until you approve.
Find stale leads
"Which leads have had no activity in 30 days?"
Agent queries leads by last activity and lists them by owner so every rep knows what to chase.
Draft a follow-up
"Draft a follow-up email recapping the Acme demo."
Agent uses the account context to write the email, ready to send after your approval.
Account research
"Research Acme Corp and add context to the account."
Agent looks up the company on LinkedIn and the web to enrich your pre-call understanding.
Connects to
The systems sales teams run on.
CRM writes follow the approval rules your admins set, with approval cards by default. Every action is logged to an audit trail. Salesforce stays the system of record.
FAQ
Common questions.
What can Renly do for a sales team?
Renly connects to your CRM and lets reps ask their pipeline questions in plain English. It builds account briefs, finds stale leads, drafts follow-up emails, and logs activity, with approval cards by default before anything writes back to the CRM.
Does it connect to Salesforce?
Yes. Renly connects to Salesforce. The agent discovers your org's schema first, so it works with custom objects and fields. It can query, run reports, and draft record updates for approval.
Can it research prospects?
Yes. The agent uses web research and the LinkedIn connector to look up companies and prepare account briefs before a call. It pulls public company information to add context to your CRM data.
Will it update the CRM without asking?
Not unless your admins allow it. The agent reads CRM records freely. By default every create, update, or delete goes through an approval card showing the exact change before it posts to Salesforce. An admin can switch Salesforce record writes to run without asking.
Less time in the CRM. More time with customers.
Connect Salesforce and let Renly handle the briefs, the logging, and the follow-ups. Salesforce is included from Pro, with a 14-day trial. Sign up with your work email.