Connected B2B sales workflow

Sales Workflow Software for B2B Teams

AI-BDR connects account monitoring, contacts, outreach, follow-ups, tasks and opportunities — and brings important work back to you when it needs attention.

The workflow B2B teams expect

Move commercial work forward without losing the thread.

The standard sales process still matters. AI-BDR keeps each stage connected to the same account context, so research, communication and next actions do not become separate fragments.

DiscoverQualifyAccountContactsOutreachFollow-upOpportunity

Discover & qualify

Find relevant companies, review evidence and focus on accounts with a credible reason to engage.

Build account context

Keep company information, contacts and commercial rationale together before outreach starts.

Communicate with control

Prepare context-aware outreach and reply drafts, then review and approve what gets sent.

Manage follow-through

Connect replies, follow-ups, tasks and meetings to the conversation they belong to.

Qualify opportunities

Create pipeline only when the conversation produces real commercial interest.

Return to what matters

Use My Day to see the actions that need attention instead of repeatedly checking every screen.

But AI-BDR works differently

Most sales software waits for you to check it.

AI-BDR is designed to bring what matters back to you. Monitoring and communication assistance feed a daily action layer, while you keep control over the decisions and messages.

01Account WatcherMonitors the companies you care about for selected meaningful changes.
02InterpreterUses conversation context to help prepare the next communication.
03My DayCombines due work and qualified events into a focused daily queue.
04NotificationsDelivers important events through configured external channels.

My Day is the working surface

See what needs attention today.

My Day does not replace account, contact or opportunity records. It brings their time-sensitive actions into one place and links you back to the full context.

  1. 1
    Replies

    Return to conversations where a customer or partner has responded.

  2. 2
    Due follow-ups

    Act on scheduled commitments without searching through message history.

  3. 3
    Tasks and calendar items

    Keep today's planned work alongside the conversations and accounts it supports.

  4. 4
    Account Watcher events

    Review qualified company changes when they become relevant to commercial action.

Use the workflow your way

Start with AI-BDR or add it to the stack you already have.

Common questions

What teams ask before they start.

Can AI-BDR work with our CRM?

Yes. Connect supported HubSpot, Salesforce or Pipedrive workflows, or use AI-BDR as the primary BDR workspace.

Does AI-BDR send automatically?

AI-assisted communication is prepared for review. Nothing is sent without your approval.

What does My Day include?

Due follow-ups, tasks, calendar work, replies and qualified Watcher events can return there when they need attention.

Connect the work. Focus on the next action.

Start free, build the workflow you need and keep human control over commercial decisions.