CoBuilders Sales

The AI operating system for sales teams.

Out of 1,000 things a rep could do in the next five minutes, only one creates the most value. Right now, they’re guessing which one. CoBuilders tells them.

Finds every contact and decision-maker automatically
Transcribes every call and writes the follow-up
Tells each rep who to call next — with context and a script
Coaches your team against your own methodology

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The gap

Developers adopted AI years ago. Sales is still waiting.

78% of developers use AI every week. Sales teams are at 14%. Not because sales is simple — because sales is messy: data scattered across three systems, follow-ups that fall through the cracks, and half the day spent on CRM instead of customer conversations. That’s not a people problem. It’s an infrastructure problem.

of sales teams using AI weekly

0.0 hrs

per rep per day on non-selling tasks

of CRM data is incomplete or outdated

CoBuilders Sales

One layer on top of your CRM. Your entire sales process, connected.

CoBuilders sits on top of your CRM, telephony, and calendar — it replaces nothing, but makes everything work together. Every morning, your reps see exactly what to do. After the call, everything is logged, transcribed, and followed up — automatically.

The framework

Three layers. One system.

Everything your sales team does falls into three categories. CoBuilders works on all three at once.

Activity

More contacts, more calls, more meetings.

Prospecting Agent

Fills your CRM with complete buying groups: names, titles, emails, phone numbers.

Flow — Next best action

Ranks every rep’s next step based on context, history, and deal stage.

Admin Agent

Transcribes calls, updates CRM, drafts follow-up emails, and sends calendar invites.

Targeting

Right customers, right decision-makers, right timing.

ICP matching

Matches companies and contacts against your ideal customer profile automatically.

Lead scoring

Every lead scored against ICP fit, reference cases, and real-time signals.

Context-driven outreach

Call scripts and meeting prep based on your methodology and CRM data.

Quality

Better conversations, better follow-up, better results.

Post-call coaching

Every interaction analyzed against your sales methodology with scoring and improvement suggestions.

Full visibility for managers

Aggregated view of team performance, skill gaps, and methodology adherence.

Development & onboarding

AI role-play, individual development plans, training on real scenarios.

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In practice

What Monday morning feels like

For the sales rep

08:30

Morning brief

You open CoBuilders — your priorities are already set.

08:30–09:30

Flow — call block

You call through prioritized contacts with scripts and context. Every call is logged and followed up automatically.

09:30

Auto meeting brief

Before your 09:45 meeting, you get a summary: contact history, recent activity, suggested agenda.

09:45

Customer meeting

You run the meeting. The Admin Agent transcribes and identifies next steps.

10:45

Coach report

You review the analysis of the meeting — what went well, what to improve.

11:00

AI training

You role-play a discovery call with the AI agent to sharpen your technique.

Inside the product

Three agents. One flow.

Agent 01

Find every person who matters.

The Prospecting Agent builds complete buying groups for every company in your pipeline. Names, titles, direct emails, phone numbers — sourced from company registries, Apollo, Clay, and a switchboard agent that calls to verify. It matches new companies against your ICP automatically. You review and approve. Nothing enters your CRM without your say-so.

Agent 02

Open the app. Know what to do.

Flow weighs every deal in your pipeline, every contact, every call from yesterday and every meeting booked for tomorrow — then surfaces the single most valuable action right now. Each task comes with full context: the contact’s history, their role in the buying group, a call script based on your methodology, and what happened last conversation. When you’re done, Flow moves to the next one.

CoBuilders Sales Team overview with leaderboard and activity

Agent 03

Never write a call note again.

The Admin Agent listens to every call and meeting, transcribes the conversation, identifies action items, updates the relevant CRM fields, drafts a follow-up email for your review, and sends a calendar invite for the next step. Your reps talk to customers instead of documenting that they talked to customers.

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More productive. Same team.

Each part of the AIK framework delivers 20–80% efficiency gains on its own. Activity frees up time. Targeting makes sure that time is spent on the right customers. Quality raises conversion at every step. Together: 70–580% more output — same team.

More conversations per rep per day

Faster onboarding for new hires

Hours spent on manual CRM admin

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For leadership

What visibility actually looks like

For the sales manager

As a sales manager, you get visibility into every meeting and call, automatic coaching after every customer interaction, an individual sales profile per rep, and tools for targeted skill development. Without listening through hours of recordings.

Implementation

You don’t need to change anything.

CoBuilders connects to your existing CRM — Pipedrive, HubSpot, Salesforce, Upsales, and more. Your processes stay. Your data stays. CoBuilders works as a layer on top: enriching contacts, scoring leads, transcribing calls, preparing follow-ups, and syncing everything back automatically. A dedicated project manager walks you through setup, configures your ICP and call scripts, runs a pilot with your team, and stays through optimization. Most teams are fully operational within two weeks.

Pipedrive

HubSpot

Salesforce

Upsales

Questions

Frequently asked

Most teams are fully operational within two weeks. A dedicated project manager handles the entire setup — connecting your CRM, configuring your ICP and call scripts, and running a pilot with your team. No migration, no data move, no disruption.

Pipedrive, HubSpot, Salesforce, and Upsales out of the box. CoBuilders sits on top of your existing CRM — your data stays where it is, everything syncs back automatically. On a different system? Talk to us.

No. CoBuilders sits on top of your CRM and makes it work harder. Your reps still work in the tools they know. CoBuilders enriches the data, prioritizes the work, transcribes the calls, and handles the follow-ups. Everything writes back automatically.

The Admin Agent connects to your existing telephony. It listens to every call and meeting, transcribes the conversation, identifies action items, updates CRM fields, drafts a follow-up email, and sends a calendar invite for the next step. Your reps never write a call note again.

CoBuilders handles research, preparation, admin, and analysis. It finds contacts, enriches data, prioritizes tasks, prepares call scripts, transcribes calls, drafts follow-ups, and scores leads. The rep does what humans do best: build relationships, run discovery, negotiate, and close. Every action is transparent, nothing enters your CRM without human approval.

Your data stays in your CRM. CoBuilders processes data to generate insights and automate tasks, but we don’t store customer conversations or personal data beyond what’s needed for the service. GDPR compliant, DPA on request, all data processed within the EU.

Per seat, per month. The price depends on team size and which modules you need. Book a demo and we’ll walk through pricing based on your setup — no generic tiers, no hidden costs.

Yes. Managers see activity levels, conversation quality, methodology adherence, and pipeline accuracy across the entire team. Every call is analyzed against your sales methodology, so coaching is based on data — not ride-alongs and gut feel.

Stop guessing. Start knowing.

Every day your team spends guessing which lead to call, which follow-up to send, and what to say — that’s compounding lost revenue. CoBuilders replaces the guessing with a system that learns your process, knows your customers, and helps every rep perform like your best.

Book a demo

30 minutes. No commitment. We’ll run your actual pipeline through CoBuilders live.