Product

The work between the meetings, already done

AgentPress runs an agent on every opportunity. It researches the account, prepares the team for each meeting, builds the business case, keeps the deal room current, and follows through afterwards — all under your approval.

Schedule Demo
Opportunity cockpit — deal health, open work, and the next action on one screen
The system

One agent per deal, working across three systems

Buyer Collaboration & Value
Interactive Business Cases
Buyer-Validated ROI Models
Champion-Ready Value Stories
Mutual Action Plans
Digital Deal Rooms
Rep Enablement & Execution
Proactive Meeting Prep
Tailored Sales Assets
Automated Follow-Up
Deal-Specific Coaching
Next-Best-Action Execution
Deal Intelligence & Governance
Complete Deal Memory
Stakeholder & Power Mapping
Risk & Momentum Signals
Process & Methodology Governance
Winning-Pattern Intelligence
How it works

One opportunity, start to finish

The same agent stays with a deal from first research to signature. Nothing is re-briefed, nothing is re-explained, and nothing waits on someone remembering to do it.

Before the meeting

The agent arrives at the account before your rep does.

Account and company research brief
Attendee briefs for everyone on the invite
Prep brief with discovery questions
Voice roleplay to rehearse the call
After the meeting

The transcript becomes work product instead of a recording nobody reopens.

Coaching scorecard with cited evidence
Follow-up email drafted for review
Stakeholder map and next steps updated
Commitments and objections captured
Across the deal

The value story is built once and kept current as the deal moves.

Value hypothesis, then a full business case
A live deal room the champion can share
Mutual action plan with owners and dates
A nudge when the deal goes quiet
Rep Enablement & Execution

Every rep walks in prepared and leaves with the follow-through already done

Preparation, rehearsal, assets, and follow-up are the four things that separate your best sellers from the rest — and the four things that get skipped when the pipeline is full. The agent does them on every deal, every time.

Meeting prep brief — attendees, account priorities, and discovery questions
Research and prep

Every meeting gets a brief built from the account, the people on the invite, and the deal so far.

Company analysis and live web research
A brief on every attendee
Discovery questions tied to the opportunity
Rehearsal and coaching

Reps practise against the real buyer, and every call is scored against your criteria.

Voice roleplay before the meeting
Scorecards on rehearsals and real calls
Every score backed by cited evidence
Assets and follow-through

The deck, the recap, and the next step are ready before momentum drops.

Decks and one-pagers in your brand system
Follow-up drafted in the seller's voice
Next steps proposed, assigned, and chased
Buyer Collaboration & Value

Turn discovery into a number the CFO will sign off on

Most business cases are a spreadsheet built once, by one rep, the night before the meeting. AgentPress builds them from a value model your team configures once, grounded in evidence from the deal itself.

Business case — ROI model with buyer-editable assumptions and sourced inputs
The value model

Industries, use cases, and value drivers configured once and reused across every opportunity.

Import an existing spreadsheet model
Benchmarks calibrated by research
Versioned, with per-deal forks
Business cases in minutes

A value hypothesis early, a full business case when the deal is ready for one.

Every number traced back to its source
Assumptions with full revision history
Multi-currency for international deals
The deal room

Share a live room instead of a PDF, and watch what the buying committee actually does with it.

Buyers edit the assumptions themselves
Mutual action plan with owners and dates
Every view and edit reported back
Deal Intelligence & Governance

Know where every deal actually stands, and why

Pipeline reviews run on what reps remember to type in. AgentPress reads the deal itself — every meeting, thread, and document — and tells you where the evidence is thin before the forecast does.

Pipeline health — risk, momentum, and process coverage across open deals
Complete deal memory

Every meeting, email, document, and decision on one searchable record.

Semantic search across the deal history
Stakeholder and power mapping
Built automatically from real activity
Risk and momentum

A daily pass over every open opportunity, plus signals from outside your CRM.

Daily health check on open deals
Signals from filings, sites, and news
Early warning before a deal slips
Process governance

Your methodology, applied consistently, without turning it into busywork.

Twelve built-in sales methodologies
Coverage graded against your process
Winning patterns across the pipeline
Control

The agent works ahead. Your team stays in charge.

Working ahead only helps if you trust what comes out. Everything customer-facing waits for a person by default, and you decide exactly where that changes.

Approvals — pending agent actions waiting on a reviewer
Nothing goes out unreviewed

Approval is the default, not a setting you have to remember to switch on.

Customer-facing work stays in draft
Per-action auto-approval you opt into
The agent escalates when it is unsure
Auditable by design

Built for the security review that comes with selling into enterprise accounts.

A full trail of every agent action
Scoped permissions and service accounts
SOC 2 Type II, with SSO on Enterprise
Methodology

Bring the sales process you already run

Pick the framework your team works in. The agent coaches to it, grades coverage against it, and flags the stage you advanced past without enough buyer evidence.

AgentPress Evidence-Led SellingMEDDPICCSPICEDChallengerSPIN SellingSandlerGap SellingValueSelling FrameworkCommand of the MessageBANTSolution SellingJOLT Effect
Integrations
Connect the tools you already use, in 10 minutes or less
Salesforce
HubSpot
monday.com
Apollo
CrustData
Clay
HeyReach
Instantly
Aimfox
Gmail
Google Calendar
Outlook
Slack
Confluence
Fireflies.ai
Gong
Granola
Read AI
Who it is for

One system for the whole revenue team

Whether you are closing in three weeks or nine months.

Sellers

AgentPress works ahead of every opportunity, so preparation, assets, and follow-through stop competing with selling time.

Walk into every meeting prepared
Turn discovery into a business case
Keep stakeholders and next steps moving
Sales Directors, VPs, and CROs

Turn the habits of your best sellers into an operating standard, and see where each deal is exposed while there is still time to fix it.

Consistent execution across every rep
Earlier visibility into risk and gaps
Coaching focused on the moments that matter
Sales Engineers and Solutions Consultants

Own the value model once and have every rep inherit it, instead of reviewing the same numbers deal after deal.

Configure the value model centrally
Keep ROI claims technically accurate
Reuse proof across the whole pipeline
Security
AgentPress is secure

SOC 2 Type II certified.

SOC 2
Certified
ISO 27001
In progress
HIPAA
In progress
GDPR
Compliant

Product
Questions

How AgentPress works once it is running on your pipeline.

Still have questions?
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How does AgentPress build a business case?

It starts from the value model your team configures — industries, use cases, and value drivers — then grounds the inputs in evidence from the deal itself: transcripts, uploaded documents, and researched benchmarks. Every number in the output traces back to a source you can inspect.

What if our value model lives in a spreadsheet today?

Import it. AgentPress reads an existing spreadsheet model into a structured value model, then keeps it versioned so changes are reviewable rather than overwritten. Individual deals can fork the model without affecting anyone else.

Can buyers really edit the numbers?

Yes. The deal room is live, not a PDF export. A buyer can change the assumptions they disagree with, and the model recalculates in front of them. Every edit and view is reported back to the seller.

What does the agent do without being asked?

It prepares briefs ahead of scheduled meetings, analyses meetings afterwards, keeps stakeholder maps and next steps current, runs a daily health pass over open deals, and drafts the follow-through each opportunity needs next. Customer-facing output waits for approval.

Which sales methodology do we have to use?

Whichever one you already run. Twelve frameworks are built in, including MEDDPICC, SPICED, Challenger, SPIN, Sandler, Gap Selling, ValueSelling, Command of the Message, BANT, Solution Selling, and JOLT.

Do we have to replace our CRM?

No. AgentPress works with Salesforce or HubSpot as the system of record while it handles the work around the deal. If you would rather consolidate, it can also be your CRM outright.

How does roleplay work?

The agent briefs itself on the opportunity and the people in the meeting, then runs a voice conversation as that buyer. Afterwards the rep gets the same evidence-backed scorecard a real call would produce.

See it run on your own pipeline
Schedule Demo
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