Autonomous CRM

An autonomous CRM
with AI workers

AI Workers analyze your emails, Stripe revenue, Intercom chats, and calendar — and act on them. You set the rules. They run the operation.

CRM
DashboardContactsOrganizationsActivitiesAI Workers
Dashboard
● 5 AI workers active
Contacts

837

+24 this week

MRR

$32,123

+$2,531 net new

Pending Approval

1

1 enterprise

AI Decisions / 24h

184

+38% vs avg

Stripe Revenuelive

Total MRR

$32,123

Active Subs

126

Trials

12

Churned

1

Past Due

3

Net New

+$2,531

Recent AI ActivityLive feed
🤖
Followup sentAI sent step 3 to aria.thompson@stonepath.io · positive intent score 78
2m
Reply analyzedClassified positive · auto-promoted to CRM as opportunity
4m
Sequence pausedlucas@novacorp.ai · 3 emails without engagement · Cool worker action
8m
Pending approvalEnterprise deal $84,000 · auto-paused per guardrails · awaiting human
12m
💎
Hot lead detectedsofia@northbridge.co opened 4× last 24h · escalated to Sales
18m

Trusted by salespeople who work at these companies

TeachfloorRE/MAXHall & PartnersGoPillarDaybreak Hotel
AI Workers

A team of specialized AI Workers

11 workers, each with one job and one job only. The Orchestrator decides who acts, when, and on whom — within your rules.

Orchestrator

the brain

The brain. Watches every signal, picks which worker acts, when, and on whom — within your guardrails.

Active

Auto-responder

Drafts replies to inbound emails. Auto-sends safe ones, queues edge cases for approval.

Active

Follow-up Worker

Writes context-aware follow-ups across your CRM and inbox. Stops the moment a prospect replies.

Active

Engagement Worker

Watches open/click/reply patterns. Advances hot leads. Pauses cold ones.

Active

Meeting Prep

Before every meeting, drops a brief into your inbox with deal history, news, and questions to ask.

Active

Meeting Worker

Joins calls via Recall.ai. Records, transcribes, and writes the summary as a CRM note.

Active

Meeting Follow-up

Sends recap + next steps after every meeting. Schedules the next touch automatically.

Active

Nurture Worker

Multi-month nurture sequences for not-yet-ready leads. Sends value content, not pitches.

Active

Onboarding Worker

Walks new customers through activation. Detects stuck users and escalates to CS.

Active

Customer Success

Health checks, NPS pulse, expansion signals, churn alerts. Pure post-sale automation.

Active

Responder Worker

Classifies inbound replies (positive / question / OOO / negative) and routes them to the right place.

Active

Anti-Spam Worker

Watches sender reputation. Throttles, warms accounts, and pauses sequences that risk deliverability.

Active
Orchestrator · The Brain

Every action logged with its reasoning

Every action the Orchestrator takes is logged with reasoning — who, what, why, when. Skipped, sent, escalated, paused. No black box.

  • Reasoning per decision — read why an email was sent or skipped
  • Filter by action type — Sent / Skipped / Escalated / Paused
  • Live feed — see actions land in real-time
  • Trail audit — every signal that fed the decision linked
Orchestrator · Decision Log

Orchestrator

Today · 184 decisions · 23 actions taken · 5 escalated

Live
AllSentSkippedEscalatedPaused
Sent
Followuparia.thompson@stonepath.io

Engagement signals positive · last open 4h ago · day 5 of sequence

now
Skipped
Followuplucas@novacorp.ai

Prospect replied 12m ago · auto-stop triggered

12m
Escalated
OrchestratorEnterprise · $84k

Deal value exceeds threshold · awaiting human approval per guardrail

18m
Promoted
Paused
Plain-English Rules

Write the rules. The AI follows them.

A use-case sentence + a list of guardrails is all the Orchestrator needs. Outsales translates them into hard constraints it never violates.

  • Use case — "B2B SaaS for mid-market, focus on demo bookings"
  • Daily action cap — the AI stops at your number, never exceeds
  • Free-text guardrails — quiet hours, max touches, escalation thresholds
  • Auto-translated to enforced constraints, not loose suggestions
Orchestrator · Rules
Daily cap184 / 200

Use case · B2B SaaS mid-market, focus on demo bookings

Guardrails

4 rules · enforced
Never send between 22:00–08:00 in contact local time.
Max 5 emails per contact in any 30-day window.
Always escalate enterprise deals > $50k to a human.
Never respond to pricing objections — pause and notify.
Autonomy & HITL

Choose how much the AI does on its own

Start with full review. Graduate to hybrid as you build trust. Set a deal-value threshold — small auto-sends, big ones queued for human approval.

  • Full Autonomy / Hybrid / Always Approve — switch any time
  • Deal Value Threshold — auto below, human review above
  • Pending approvals queue — review high-stakes actions in one place
  • Auto-notify channels — Slack DM on every escalation
Autonomy & HITL

Autonomy level

Full Autonomy

AI sends without review

Hybrid

Auto under threshold

Always Approve

Every email reviewed

Deal value threshold

$50,000

Auto-send

< $5k

Auto + notify

$5k – $50k

Human required

≥ $50k

!
1 pending approval · enterprise deal · awaiting human
Contact 360°

Every email, payment, and AI decision on one page

Engagement, Stripe revenue, every email and reply, every note, every AI decision. The Outsales contact view is the only one your reps will ever need.

  • Engagement card — response rate, interest trend, AI suggestion (continue / pause / stop)
  • Stripe subscriptions — MRR, trial status, renewal dates inline
  • Full timeline — emails, replies, notes, auto-mgmt log, AI decisions
  • Stop/Continue AI suggestion with reasoning
Contacts · Sofia Mendes
SM
Sofia Mendes● ActivePipedrive

sofia@northbridge.co · Northbridge · VP Customer Success

$2,100 MRR

Follow-ups

13

Replies

1

Response

8%

Interest

— Stable

✋ Stop following up

AI suggestion · 3 emails without engagement, contact in trial-stuck state

AllEmails (18)Replies (1)AI Decisions (5)
🤖Reply analyzed · positive12m
📨Step 3 sent · Following up on demo2h
$Started 14-day trial · $0/mo1d
🎥Demo call completed · 28 min3d
Organization Health

A health score for every account

Outsales reads product usage, email engagement, support sentiment, and meeting cadence — and produces a single health score. Spot churn risk before it happens.

  • 4-signal health score — usage, engagement, sentiment, cadence
  • Active / Medium Risk / At Risk badges — at a glance
  • Stripe revenue inline — MRR, subscriptions, renewal dates
  • Drill into Key Contacts + meeting transcript history
Organizations · Northbridge
N
Northbridge● ActiveMedium Risk

northbridge.com · 3 active subscriptions · 1 contact

$658 MRR
76/ 100

Health Score · Medium Risk

Product usage
82
Email engagement
64
Support sentiment
91
Meeting cadence
48

Stripe Subscriptions

live

Active subs

2

On trial

1

Next renewal

Jun 29

Frequently asked questions

Hire your team of
AI Workers.

11 specialized workers ready on day one. Set the rules, watch them run your CRM — within your guardrails.

Start for free14-day free trialNo credit card required