Your pipeline leaks where the busywork piles up.
Leads go cold before anyone follows up, the CRM is half-empty because reps hate updating it, and the accounts most at risk of churning are the ones you hear about last. The selling isn't the problem — the work around it is. We build custom Microsoft 365 Copilot agents that qualify, update, and surface what your team would catch if they had the hours — on the Microsoft stack you already own.
Lead qualification & enrichment
“Leads slip through the cracks because nobody follows up fast enough — by the time a rep gets to them, they've gone cold.”
An agent that picks up every new lead the moment it lands, enriches it with firmographic and account context, scores it against your criteria, and routes the qualified ones to the right rep with a drafted first touch — so follow-up happens in minutes, not days.
See it qualify a lead end-to-end → book a walkthroughAuto-assigning a lead round-robin is easy. Enriching it from real sources, scoring it on signals that actually predict a deal, and routing it with enough context that the rep opens the conversation warm — that's the work, and it's the same engine that runs lead capture on this very site.
Renewal & churn-risk early warning
“We find out a customer's unhappy when they've already given notice.”
An agent that watches the signals across CRM, support, and usage — slipping engagement, rising tickets, missed check-ins — and flags an at-risk account to the owner with the context and a recommended play, while there's still time to act.
A renewal-date reminder is a calendar entry. Reading the pattern across systems that don't talk to each other, and surfacing the account at risk before the human would have noticed, is where this kind of build earns its keep.
CRM hygiene & post-call data entry
“Our CRM is a mess because reps hate updating it.”
An agent that turns a rep's call notes, email, or quick voice memo into clean CRM updates — contacts, next steps, stage changes — written back automatically, so the record stays current without anyone living in the data-entry screen.
Capturing a note is easy. Parsing what actually happened on the call, mapping it to the right fields and stages, and writing it back to the CRM correctly — so the pipeline you report on is real — is the part that takes the integration.
Quote & pricing configuration
“Quoting takes days of back-and-forth with finance and product.”
An agent that assembles a quote from your product catalog, pricing rules, and approval policy — checking what's valid, flagging what needs sign-off — so a rep gets an accurate quote out the same day instead of waiting on a chain of emails.
A price-list lookup is simple. Enforcing real configuration rules, discount thresholds, and approval routing across finance and product — without letting a bad quote out the door — is the orchestration this kind of build is for.
Cross-sell & upsell next-best-action
“We know there's white space in our accounts but reps don't see it.”
An agent that looks across what an account already owns, how they use it, and what similar customers buy next — then hands the rep a specific, timed next-best-action instead of a generic 'sell more' nudge.
A product-recommendation widget is easy. Reading the account's real footprint and usage, comparing it against patterns that actually convert, and putting the right play in front of the rep at the right moment is where the value lives.
Not sure which of these fits first? That's the conversation.
Every Kinetiv engagement starts here — figuring out where an agent would help your team most. Let's find your highest-value place to begin.
Let's talk See how it works →