DeckCrew is an AI sales assistant that researches prospects, summarizes deal and CRM context, and drafts follow-ups your team can review before anything is sent. Keep outbound work moving without constant prompting.
Sales visibility
The Bridge gives sales teams one place to see what the assistant researched, which follow-ups are in draft, and what's waiting for approval so outbound stays coordinated and reviewable.
Under the hood: execution telemetry, approval states, and continuity attribution, showing what context influenced a draft, so operators can inspect work instead of treating outbound as a black box.
Get a concise brief on who the buyer is and what the company does before you write. Personalize outreach without manual digging.
Combines structured prospect research with shared company context from the logbook, DeckCrew's shared memory and work-history layer, so drafts start from relevant background instead of generic templates.
Draft follow-up emails that reflect prior context while keeping the final send decision with your team.
Draft-and-approve email generation with per-tool approvals and an approval trail, so customer-facing actions can stay reviewable when they matter.
Summarize the account and deal context into what a rep needs right now: what's happened, what's open, and what to do next.
Structured summaries from CRM context via HubSpot and prior interactions, with continuity attribution so the source of context is inspectable.
Coverage
Where this agent works
What this agent can access
Turn "we should follow up next week" into a clear next action, even when the team gets busy.
Scheduled tasks and workflow-style follow-ups with timing controls, so the assistant can prepare reminders and drafts on a predictable cadence.
When a lead is qualified or a message is sensitive, route it to the right person with the full context attached so nobody has to reconstruct the thread.
Typed handoffs, structured context packets, and escalation routing so human decisions happen with the right background already assembled.
Example prompts
These are the kinds of sales tasks a team can run once the assistant has shared company knowledge, CRM context, and a reviewable outbound workflow.
Research this company and buyer. Give me a 6-bullet brief.
Summarize the deal and last touchpoints, then suggest the next best step.
Draft a follow-up email in our tone and keep it as a draft for approval.
Write 3 follow-up variants: short, direct, and value-led.
Create a simple follow-up cadence for the next 14 days.
Escalate this thread to a human and include a handoff summary and open questions.
Related pages
For setup and workflows, see How It Works and Features. For the core agent model, memory, trust boundaries, and operator visibility, see Agents. The pages below go deeper on knowledge import, shared context, approvals, and governance.
See how company website context can inform research, follow-ups, and messaging.
Explore page
Understand how one shared source of truth helps sales and support stay aligned.
Explore page
See how draft-and-approve workflows keep outbound work reviewable.
Explore page
Start the guided setup flow for your first sales assistant.
Explore page
Sales FAQ
