SalesOps Employee AI
Enterprise-grade AI assistant for HubSpot that automates sales…
Byggd av - Euta Capital
Installationer - <10 installationer
Krav
HubSpot-plan Behörigheter för HubSpot-konto - Visa de obligatoriska kontobehörigheterna
SalesOps Employee AI prenumeration - Enterprise Plan plan
Översikt
1/8 - SalesOps Employee AI
SalesOps Employee AI is an enterprise-grade AI sales operations solution designed to support structured, compliant sales workflows inside HubSpot.
The platform assists sales teams with reviewing and organizing sales-related emails, calls, and meetings, and supports operational activities such as lead intake, CRM data enrichment, and assisting with field updates across contacts, companies, and deals, as well as follow-up preparation and proposal support — all while maintaining full human oversight at every step.
SalesOps Employee AI operates using a human-in-the-loop model, ensuring that all AI-generated insights, recommendations, and proposed actions are reviewable, auditable, and explicitly approved by a human before being applied in HubSpot. This approach enables organizations to adopt AI responsibly without compromising governance, data integrity, or internal controls.
The app is deployed through a sales-assisted onboarding process to align with customer-specific security, compliance, and workflow requirements.
Egenskaper
Turn Emails & Meetings into CRM Updates
AI suggests CRM updates for human review, using emails, call notes, meeting notes, and documents to keep contacts, companies, and deals accurate. Updates are applied only after explicit user approval in HubSpot.
Review & Approve CRM Changes
Review, approve, or reject AI-suggested CRM updates before anything is written to HubSpot. Ensures full human control and prevents unintended changes to contacts, companies, and deals.
Secure HubSpot Access with OAuth
SalesOps Employee AI uses HubSpot OAuth and scoped permissions to securely authenticate and access CRM data. The app only reads data explicitly authorized by the connected HubSpot account and never exceeds granted permissions.
Email & Document Data Processing
Processes sales-related emails to extract structured data used for CRM update suggestions. Email data is analyzed in read-only mode and never modifies CRM records without user approval.
Configurable AI Behavior
Configure how AI suggestions are generated and reviewed within HubSpot to match your team’s sales process. AI behavior, approval requirements, and output scope can be adjusted without enabling autonomous actions
AI-Assisted Proposal Generation (With Approval)
Automatically prepares sales proposals using existing deal details, products, and pricing, reducing manual proposal work for sales managers. SalesOps Employee AI drafts proposal content and pricing based on deal context and line items. All proposals and pricing changes require explicit human review and approval before being saved.
Audit Logs & Activity History
Records AI suggestions, user approvals, and applied CRM updates to provide visibility and traceability. Audit logs help teams review changes, understand AI behavior, and support internal audits without enabling autonomous actions.
Appfunktionalitet
Delade data
Companies | ||
Deals | ||
Engagements (Email / Calls / Meetings) | ||
Owners | ||
Sales Leads and Sales Activity Insights |
SalesOps Employee AI does not perform autonomous data updates in HubSpot.
All data shared with HubSpot is generated as insights, recommendations, or proposed updates that require explicit user review and approval before being applied.
Customers can control which workflows are enabled during onboarding, and data sharing is limited to the minimum required to support approved sales operations use cases.
The application follows a sales-assisted onboarding model to ensure alignment with customer security, compliance, and internal governance requirements.
Recensioner
Bli först med att ge ett kundomdöme
Prissättning
Enterprise Plan
900 US$
/månadDesigned for enterprise sales teams with strict governance requirements
Human-in-the-loop AI approvals
Governed CRM data enrichment
Email call and meeting activity analysis
Controlled updates to contacts companies and deals
Audit-ready AI recommendations
Enterprise security and access controls
Custom onboarding and configuration
Enterprise Plan
900 US$
/månadDesigned for enterprise sales teams with strict governance requirements
Human-in-the-loop AI approvals
Governed CRM data enrichment
Email call and meeting activity analysis
Controlled updates to contacts companies and deals
Audit-ready AI recommendations
Enterprise security and access controls
Custom onboarding and configuration
*Priserna här är endast avsedda som exempel. I priserna ingår inte skatter, incitament, rabatter eller andra prisvariabler. Ta kontakt med partnern för den senaste och mest uppdaterade prisinformationen. HubSpot har inget ansvar för den här prisinformationen, vilken tillhandahålls av våra partner. Priserna uppdaterades senast: 2025-12-29
Mer information
Byggd av - Euta Capital
Installationer - <10 installationer
Kategorier Språk som denna app finns på Engelska
Nykomlingar
