Sales Software · Pilot

AI Sales Assistant Software — Autonomous Outbound & CRM Log

OptiKratos AI Sales Assistant qualifies inbound leads, handles outbound outreach, books meetings, and logs every interaction to CRM automatically — 24/7, without requiring manual oversight.

14-day free trial, no credit card required
Unified with CRM and WhatsApp on one platform
SOC 2 certified, GDPR ready

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Sales Software features

What AI Sales Assistant Software — Autonomous Outbound & CRM Log includes

Every capability ships as part of your OptiKratos workspace — no add-ons.

Autonomous outbound

AI initiates personalised outreach via email and WhatsApp at scale.

Lead qualification

AI asks qualification questions and scores leads before routing to a rep.

Meeting booking

AI books meetings directly to your rep's calendar — no human in the loop.

CRM write-back

Every AI conversation logged to the CRM contact and deal automatically.

Handoff to human

AI hands off to a rep at the right moment with full conversation context.

Transcript & summary

Every AI conversation summarised and attached to the CRM record.

Why OptiKratos

Benefits of AI Sales Assistant Software — Autonomous Outbound & CRM Log

Leads qualified 24/7 without manual effort
Meetings booked while your team sleeps
Every conversation logged to CRM automatically
Reps enter deals fully briefed, not cold
Scales outbound without scaling headcount

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Related features on OptiKratos

Contact ManagementUnified 360° contact profiles with full interaction historyLearn more Sales PipelineDrag-and-drop visual pipeline with AI deal scoringLearn more Sales AutomationTrigger-based automation for follow-ups and routingLearn more Shared Sales InboxOmnichannel inbox shared across your entire sales teamLearn more

AI Sales Assistant Software — Autonomous Outbound & CRM Log — frequently asked questions

Everything you need to know about AI Sales Assistant Software — Autonomous Outbound & CRM Log on OptiKratos.

OptiKratos AI Sales Assistant is an autonomous AI agent that handles outbound outreach, qualifies inbound leads, books meetings, and logs every interaction to your CRM — without requiring human involvement until the rep needs to close.

After every AI-handled conversation, OptiKratos automatically creates or updates the contact record, logs the conversation summary, updates the deal stage if applicable, and queues any follow-up tasks for the rep.

Pilot means the AI Sales Assistant is deployed with select enterprise customers for production validation. Contact our sales team to request early access. Onboarding takes approximately 2 weeks.

Yes. Train the AI on your product knowledge base, define conversation flows, set qualification criteria, and tune the tone and brand voice — all through a no-code interface.

14-day free trial · No credit card

Start using AI Sales Assistant Software — Autonomous Outbound & CRM Log today

Full access on every plan. Upgrade as your team grows.

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Part of Sales Software · SOC 2 · GDPR ready · Dedicated onboarding