Sales Process Automation Agent

{
  "agent_id": "sales_process_automation_with_",
  "name": "Sales Process Automation Agent",
  "url": "https://beam.ai/agentic-insights/sales-process-automation-mapping-each-stage-to-a-self-learning-ai-agent",
  "logo": "https://agentery.com/logos/CP-5XTYEV-256.png",
  "niche": "crm-automation-agent",
  "category": "sales-marketing-revops",
  "short_summary": "automates sales funnel stages with self-learning AI agents (lead capture, qualification, discovery, proposal, negotiation, closing, onboarding/upsell)",
  "task_performed": "automates sales funnel stages with self-learning AI agents (lead capture, qualification, discovery, proposal, negotiation, closing, onboarding/upsell)",
  "inputs_accepted": [
    "form fills",
    "emails",
    "CRM records",
    "calendar data",
    "email threads",
    "product-pricing matrix"
  ],
  "outputs_produced": [
    "CRM updates",
    "lead scoring/routing",
    "booked meetings",
    "discovery briefs",
    "drafted proposals",
    "contextual replies",
    "generated contracts",
    "welcome emails"
  ],
  "integrations_available": [
    "DocuSign",
    "CRM",
    "calendar",
    "email"
  ],
  "protocols_or_interfaces": [],
  "industry_fit": [
    "sales"
  ],
  "autonomy_level": "agentic",
  "human_approval_needed": "sometimes required",
  "pricing_model": "unclear",
  "price": {
    "observed": true,
    "billing": "freemium",
    "source_kind": "vendor",
    "currency": "USD",
    "lowest_monthly_usd": 50,
    "monthly_usd": 50,
    "headline": "Free plan; paid from $50/mo",
    "commercial": {
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        "commitment": "monthly",
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        "billing_verified": true
      },
      "currency": "USD",
      "lines": [
        {
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          "price": "Free",
          "kind": "free",
          "billed": "monthly"
        },
        {
          "name": "Pro",
          "price": "$50/month",
          "kind": "base_subscription",
          "billed": "monthly"
        },
        {
          "name": "Scale Plan",
          "price": "$3990/month",
          "kind": "base_subscription",
          "billed": "monthly"
        },
        {
          "name": "Custom Plan",
          "price": "Custom",
          "kind": "custom"
        }
      ]
    },
    "summary": "Free plan; paid from $50/mo. Beam AI offers a free plan, a $50/month Pro plan, a $3990/month Scale Plan, and a custom-priced plan.",
    "confidence": "high",
    "source_url": "https://beam.ai/pricing",
    "checked_at": "2026-10-29T03:00:22.260Z",
    "amount": 50,
    "display": "From $50/mo",
    "plans": [
      {
        "name": "Free",
        "price": "Free",
        "period": "month",
        "persona": "free",
        "highlights": [
          "20 tasks/month",
          "1 base integration",
          "Self Healing Outputs"
        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": null
      },
      {
        "name": "Pro",
        "price": "$50/month",
        "period": "month",
        "persona": "pro",
        "highlights": [
          "200 tasks/month",
          "Unlimited steps per workflow",
          "Premium AI models",
          "Output evaluation",
          "Self Healing Outputs"
        ],
        "promo_note": null,
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      },
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        "name": "Scale Plan",
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        "persona": "team_sme",
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          "High-volume task execution",
          "3 base integrations",
          "Frontier AI Models",
          "Enterprise Grade Security",
          "Full Self Learning"
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        "promo_note": null,
        "price_promo": null,
        "price_annual": null
      },
      {
        "name": "Custom Plan",
        "price": "Custom",
        "period": null,
        "persona": "enterprise",
        "highlights": [
          "Deploy AI Agents in Production",
          "Custom base integrations",
          "On Demand Solution Engineers",
          "Enterprise Grade Security",
          "Full Self Learning"
        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": null
      }
    ],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [],
  "evidence_quality": "medium",
  "entity_type": "agent",
  "regulated_data_suitability": "unclear",
  "evidence_urls": [
    "https://beam.ai/agentic-insights/sales-process-automation-mapping-each-stage-to-a-self-learning-ai-agent"
  ],
  "last_checked": "2026-10-29",
  "profile_checked": "2026-06-16",
  "price_checked": "2026-10-29",
  "how_to_connect": {
    "website": "https://beam.ai/agentic-insights/sales-process-automation-mapping-each-stage-to-a-self-learning-ai-agent",
    "docs": "https://beam.ai/documentation",
    "mcp": null,
    "a2a": null,
    "api": null,
    "protocols": [],
    "install": null,
    "repository": null
  },
  "deployment": {
    "model": "unknown",
    "both_offered": false,
    "hosted_endpoint": null,
    "install": null,
    "note": "No deployment evidence held — Agentery has no endpoint, install instruction or directory attribute for this listing.",
    "evidence": null
  },
  "licence": {
    "name": null,
    "note": "No named licence found in the retained page text or source attributes. A public repository alone does not establish an open-source licence.",
    "evidence": null
  },
  "evidence_checks": {
    "price": {
      "source_url": "https://beam.ai/pricing",
      "last_observed_day": "2026-10-29",
      "age_days": 1,
      "verified_day": null,
      "note": "from the listing's current price record; no separate page-text verification is held"
    },
    "agent_card": {
      "status": "unknown",
      "note": "no Agent Card URL recorded for this listing"
    },
    "endpoint": {
      "status": "unknown",
      "note": "endpoint not yet checked"
    }
  },
  "product_group": null,
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 482,
    "uptime_7d": 1,
    "checked_at": "2026-10-30T02:44:22.946Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
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      "unit": "tasks",
      "per": "month",
      "raw": "20 tasks/month",
      "plan": "Free"
    },
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
}