AI x Sales: Custom sales agents that execute inside your CRM
Custom Sales Agents for prospecting, deal execution, and playbook governance with approvals and audit trails.
Workflow Engine
Lead→Deal→Quote→Order→Invoice→Payment→Reconciliation→Renewal
Synced
All systems
Active
12 workflows
Audit trail
100% logged
One workflow engine. One audit trail. One source of truth.
Trusted by 1,000+ fast-moving sales teams
AI x Sales: agents that move deals forward, not just draft copy
Generic chatbots write emails. Custom sales agents read your CRM, follow your playbook, and execute the next action — with approvals and audit trails. Sanka helps revenue teams scope, deploy, and govern AI across the full sales lifecycle so forecasts stay honest and handoffs do not break.
Prospecting & qualification
Enrich accounts against your ICP, rank inbound leads, and route to the right owner without dumping raw lists on reps.
Deal execution
Draft proposals from approved templates, chase signatures, and write stage updates back to the CRM with full lineage.
Playbook governance
Enforce required fields, approval paths, and handoff gates so inspection, forecasting, and billing stay trustworthy.
Scope the first sales agent
- Pick one motion (late-stage deals, inbound triage, renewal risk) instead of trying to automate the whole funnel at once.
- Declare which CRM objects the agent may read and which fields it may update.
- Require human approval for high-impact actions: stage changes, discounts, contract sends.
| Layer | Decide up front | Example |
|---|---|---|
| Intent | Which questions and tasks the agent handles | "Why is this deal slipping?" |
| Validation | Preconditions before suggestions | Stage, owner, amount, close date |
| Execution | Actions that need human approval | Price override, stage move, signature send |
Outcomes revenue teams expect
- A Custom Sales Agent aligned to your playbook — not a generic copilot.
- Cleaner pipeline data that marketing, RevOps, and finance can trust.
- Faster, explainable handoffs from sales to fulfillment, billing, and CS.