Solutions
AI for
sales teams.
Research the account, write the first touch, and keep the CRM current. Bots do the list building and follow-up on their own computer, and your reps stay in the conversations.
- Works in your CRM
- Cited account research
- Runs on a schedule
- A rep approves the send
Prompts for sales teams
Start with the work on your desk
Line up the CRM, account history, and this week’s news to see which opportunities deserve attention, then prepare outreach that fits each one.
Find my highest-priority accounts this week and recommend next steps.
Try in ClusterA new pace for sales teams
Connect customer signals
Connectors reach from the CRM and calendar to mail and files, so every rep works from the same picture of the customer.
Flag at-risk deals across HubSpot and Slack
Equip every seller
Every rep gets frontier models and the customer’s context to rank accounts, prepare for meetings, and spot risk earlier.
Prep me for this week’s customer meetings using Google Calendar, Gmail and my notes
Work that gets finished
Hand research, follow-ups, and CRM updates to bots that finish the work on a schedule, while a rep approves anything that sends.
Every day at 3 p.m., review my meetings and draft follow-ups in Outlook
Scale proven playbooks
Capture what works in shared routines and pages, so the whole revenue team learns from the last win.
Analyze recent wins and losses and write the lessons up in Notion
Computer
DoneSign in to Salesforce so I can see the accounts you own.
Open computer- ✓ Salesforce → 52 quiet accounts pulled
- ✓ LinkedIn → 4 contacts skipped · reached last month
- ✓ Gmail → 36 drafts saved · 0 sent
36 drafts are in your Gmail drafts folder so far, one per contact. I am working through the last 12 accounts now. Nothing goes out until you have had a look.
Cluster Bot · Sales Outbound
Work the quiet accounts.
Pulls your account list, finds the right people, and drafts each opener in your voice. Nothing sends until you have read it.
Capabilities
More selling, less tab-switching
Put AI on prospecting, prep, and CRM upkeep, and keep people on the calls that close.
- Account research
- Ask reads the company’s site, filings, and news and returns a brief with sources, so the first call starts from what is true this week.
- Prospecting
- A bot builds the list in a real browser: finds the people who match, checks them against the CRM, and adds the ones you do not already have.
- Outreach drafts
- First touches and follow-ups are drafted from the account research and your own templates, and wait for a rep to send them.
- CRM upkeep
- Notes, next steps, and stage changes are logged after each meeting, so the pipeline review reflects what happened.
- Pipeline routines
- A morning routine checks for stalled deals and quiet threads and tells each rep who to call today.
How teams use it
From a name to a booked meeting
Meeting prep
Get the account brief, the open threads, and the last notes in one page before the call.
List building
Describe the ideal customer and a bot works through the sources you name, deduplicates against the CRM, and hands back the list.
Follow-up that happens
Every meeting ends with a drafted recap and next step, ready to send from the rep’s own inbox.
Work across your sales tools
Connectors give Cluster a direct line into your CRM, inbox, and calendar. For everything else, a bot uses the web app through the browser, the way a rep would.
- HubSpot
- Gmail
- Outlook
- Google Calendar
- Google Drive
- Slack
- Notion
- Your CRM in the browser
- Remote MCP servers
Ready to give your reps their day back?
Talk to our team about Cluster for your sales organization.