Sales Solution
Build an AI Sales Team for Lead Qualification and Outreach
DeskFerry helps you and your team build AI agents across all of your sales workflows — from lead qualification, outbound, CRM updates, pipeline reporting, and more.
Inbound demo request
moving through your team
Lead Qualifier · Scores every inbound lead against your ICP and routes the best ones first.
+1,500 moreUse cases
What you can build
Connects to 1,500+ apps
Lead qualification
4 toolsScore and route every inbound lead the moment it arrives.
- Enrich new leads from public data
- Score against your ICP rubric
- Route to the right rep's territory
- Draft a personalized first reply
Use Cases
Automate your sales for increased ROI
Automated Lead Scoring & Routing
Agents score every inbound lead against your ICP using behavior, firmographics, and intent, then route to the right AE in seconds. Hot leads don't wait overnight.
Conversational AI Assistants
Real-time assistants answer website and email inquiries, qualify prospects with BANT or custom frameworks, and book meetings directly on AE calendars.
Personalized Outbound at Scale
Agents write and send 1:1 outreach grounded in each prospect's role, company, and recent activity — at the cadence and volume an SDR team of 10 couldn't match.
Multi-Threaded Follow-Up
No prospect falls through the cracks. Agents track engagement, vary touch patterns by channel, and keep every thread warm until it converts or is explicitly closed-lost.
CRM Hygiene & Enrichment
Agents keep Salesforce or HubSpot current automatically — logging activity, enriching contacts, updating stages — so dashboards reflect reality and forecasts aren't fiction.
Deal Coaching & Risk Alerts
Agents analyze call recordings, email threads, and stage movement to flag at-risk deals and recommend the next best action. Managers coach on signal, not gut feel.
How it works
How it works
Step 01
Connect your tools
Plug in the apps your team already uses — 1,500+ integrations, no code and no migration.
Step 02
Describe what you need
Tell DeskFerry the outcome in plain English. Agents plan the steps and do the work across your tools.
Step 03
Get results where you work
Results land in Slack, your inbox, or your dashboard — on a schedule or the moment something happens.
Slack
Posted to your channel
Sent to your inbox
Dashboard
Updated live
Smart Features
What makes these agents smart
Unlimited SDR & BDR agents
Scale prospecting capacity without scaling headcount — agents run 24/7 across time zones.
Native CRM integrations
Salesforce, HubSpot, Pipedrive, Close, Zoho — bi-directional sync with no middleware.
No-code playbook builder
Describe sequences, qualification logic, and escalation rules in plain English — no workflow engineer needed.
Data privacy & compliance
Customer data stays isolated to your workspace; GDPR, CCPA, and CAN-SPAM rules enforced across every outbound.
Multi-agent collaboration
Research agents feed prospecting agents feed follow-up agents — they hand off context like a coordinated team.
24/7 always-on coverage
Handles inbound, outbound, and follow-up around the clock — never misses a timezone or an evening inquiry.
Bulk personalization
Launch 1:1 campaigns across thousands of targets with context-aware copy, personalized at the account level.
Workflows
Sales workflows your agents run daily
Inbound demo request → qualified meeting booked
A prospect submits a demo form on your website.
- Agent enriches the contact with firmographic and tech-stack data in seconds.
- Scores against your ICP and routes to the right AE or disqualifies out.
- Sends a personalized response with a Calendly link aligned to the AE's coverage.
- Books the meeting and logs everything in CRM with a pre-call brief.
Response time drops from hours to minutes, conversion to meeting rises, and AEs arrive prepared.
Closed-lost from 6 months ago → reactivated opportunity
A closed-lost account shows intent signals (hiring, funding, tech change).
- Agent spots the signal and pulls the past deal context.
- Drafts a re-engagement email referencing the original objection and what's changed.
- Sends or queues for AE approval based on deal size.
- Tracks response, logs activity, and opens a new opportunity if engaged.
Dormant pipeline surfaces real revenue — the kind that used to get forgotten in the CRM.
Multi-agent orchestration
A sales team of agents, working the funnel together
Each agent owns a stage and hands the deal to the next — so leads never go cold.
Agent 01
Lead Qualifier
Scores every inbound lead against your ICP and routes the best ones first.
Agent 02
Account Researcher
Enriches each account with firmographics, news, and buying signals.
Agent 03
Outreach Writer
Drafts personalized first-touch emails and sequences per prospect.
Agent 04
Follow-up Agent
Chases replies, books meetings, and keeps the CRM up to date.
Works where you work
Talk to your agents from the tools you already use
Slack
Mention @deskferry in any channel to kick off work or get answers.
Microsoft Teams
Chat with your agents right inside Teams.
Forward an email and let an agent take it from there.
Message your agents on the go and get updates back.
Runs on its own
Your AI team never sleeps
Agents run on a schedule or fire on triggers — no one has to kick them off.
Every morning
Kick off daily briefings, reports, and triage before you log on.
Hourly
Watch for new leads, tickets, or events and act the moment they land.
Weekly
Run recurring reports, reviews, and clean-up on a set cadence.
On triggers
Fire instantly when a record changes, a form is filled, or a message arrives.
Built for teams
Share agents with your team — with the right permissions
Build an agent once, then let the whole team run it. You decide who can change what.
Admin
Create agents, manage connections and billing, and set permissions for everyone.
Editor
Build and edit shared agents and workflows for the whole team.
Viewer
Run approved agents and see results — without changing how they work.
Enterprise-grade security
Built to handle your business data responsibly
Encrypted by default
Data and credentials are encrypted in transit and at rest.
Role-based access
Decide who can build, run, and view each agent.
Your data stays yours
Used only to run your workflows — yours to export or delete anytime.
Scoped connections
Connect apps with least-privilege access and revoke them anytime.
Activity history
See a clear record of what each agent did, and when.
Guardrails & approvals
Add human approvals and limits on sensitive actions.
Built for lean teams
Teams ship faster with DeskFerry.
3x
More leads qualified per week
“We replaced 4 hours of daily manual lead sorting with a DeskFerry agent. It qualifies leads, updates our CRM, and routes hot prospects to sales — all on autopilot.”
Founder, BigMediaAI
60%
Reduction in response time
“Our support team was drowning in tickets. Now our AI agent handles tier-1 queries instantly and escalates the rest. Customers get answers in seconds, not hours.”
Customer Success Lead, Bidanno
12hrs
Saved per week on operations
“I'm a one-person ops team. DeskFerry handles invoice follow-ups, data entry, and weekly reports for me. It's like having an assistant that never sleeps.”
Operations Manager, Agency
FAQ
Frequently asked.
Answers to common questions about automating with DeskFerry. If you have another, get in touch.
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