Agencies

Keep client acquisition, proposals, delivery handoff, and renewals connected.

For agencies where sales, proposals, client context, delivery notes, scope, reporting, and renewal risk are scattered across Slack, docs, calls, and PM tools.

What we install

SalesFusion OS plus the agents around it.

Best for growth agencies, RevOps agencies, creative shops, consultancies, and service businesses with complex client handoffs.

Install focusPipeline bot, buyer workspaces, revenue copilot workflows, company memory, automation, operating cadence, and managed AI ops.

Pipeline bot

Tracks new business, renewal dates, upsell moments, proposal follow-up, and accounts that need founder attention.

Buyer workspaces

Turns discovery, scope, proposal, mutual plan, and client decision criteria into one buyer-facing workspace.

Revenue copilot

Drafts pitch prep, case study angles, follow-up, proposal sections, renewal briefs, and handoff notes for delivery.

Install firstLead intake, qualification rules, proposal workflow, client handoff SOP, renewal review, and account expansion signals.
Broader agentsClient memory agent, delivery SOP assistant, campaign reporting copilot, scope-risk monitor, and knowledge base for team onboarding.

Want this mapped to your business?

We start with your current workflow, then show what should become a bot, a buyer workspace, a copilot workflow, a memory layer, or a managed automation.