Agent07 is the Agentic Sales Platform — built for lean B2B teams using Gmail or Outlook. It captures every email, meeting, and document natively into one deal-scoped, permissions-aware context layer. On top of that context, your team writes the skills and policy — how you pitch, what you never discount, which proof point wins — and those rules govern every output. Agent07's agents then produce the work itself: the drafted follow-up in your own voice, the meeting summary, the tailored deck, the invoice — work you approve instead of rewrite. The Workspace is the core product — Email, Meetings, Vault, Brain, and the agents that produce the output. CRM, Outbound and Support are extensions running on the same context layer, available whenever you expand into them. Connects in under 2 minutes, SOC 2 Type II in process, OAuth-only access, encrypted at rest and in transit. You decide what runs unattended, and every deal outcome feeds back so the next output is sharper than the last.

The Agentic Sales Platform

Your context, your rules.
Agents that do the work.

Every email, call, doc forms the context layer. You define the policies and skills. Agents produce the work — the follow-up, the deck, the invoice that you approve instead of rewriting.

Initech HoldingsScheduling
Email agentMeeting request detected in thread
Meeting agent2 slots matched to your calendar
CRM agentStage updating to Meeting Booked
Working…
SOC 2 Type II — in process
256-bit Encryption
OAuth-only Access
Org-walled context layer

The Cognitive Tax

Your brain is doing work
that software should do

018:47am

The pre-call scramble

Six tabs open. Gmail, Notes, the CRM, last week's transcript. You're reconstructing context ten minutes before the call starts.

Charged to Your focus
02Tuesday morning

The work after the work

The call went well. Now log the notes, update the CRM, draft the follow-up. You ask the AI and it comes back almost right, but you rewrite it anyway. An hour of admin instead of your next deal.

Charged to Your evening
03Six weeks later

The invisible loss

The deal went cold. You're not sure when. The follow-up slipped, and no one was watching.

Charged to The deal

The average seller loses 20+ hours every week to this tax. Agent07 eliminates it entirely.

Still accruing
0h+

Saved per rep per week

0 min

Setup time with Google or Microsoft

0

Manual CRM updates needed

Your Agent Suite

A suite of agents. All licensed to act.

Executive assistant

Your Email Agent

You never start a reply from a blank page. Your Email Agent reads the whole thread, drafts in your voice, and books the meeting — then files the noise, so what is left in your inbox is the opportunity.

3
Drafts Ready
12
Auto-handled
Yours
Writing Voice

Context Layer

One Context Layer
behind all of them.

Every one of your agents walks in already briefed. One living context per deal — every email, call, document, and note — so the reply knows what the call heard, the deck knows what the contract said, and you never explain the deal to anything twice.

01EMAILRe: Pricing · 6 replies02CALLDiscovery · 32 min03DOCMSA_v3.pdf04NOTE“Legal needs SOC 2”05SKILLHealthcare pitch06POLICY15% floorDRAFT REPLY · NORTHWIND — $84KHi Dana —Following up on Tuesday’s call — I’veattached the SOC 2 pack Legalasked for, and the proposal holdsour 15% floor. MSA v3 is redlinedand back with you.Happy to walk it through Thursday.
ContextSkillsPolicy

ONE DRAFT · EVERY LINE TRACED TO THE SOURCE IT CAME FROM

Context + How you work → Output

Agents that work
the way your team works.

01

Context

Everything the deal said.

EmailMeetingsDocumentsNotes
+

02

How you work

Written down once, applied every time.

PolicySkillsTemplates

03

Output

Work you approve instead of redo.

Meeting deckFollow-upLinkedIn postRep coachingInvoice

Every output follows the rules you wrote — and you can see what it read to get there.

Agent — Northwind Logistics

Prepared for Northwind Logistics

Cut AE ramp time from 5 months to 6 weeks

Today5 months
With Agent076 weeks
Ramp time, not seat price
Hartford: payback in one quarter
Security review pre-cleared
Built fromDiscovery call · Mar 4Vault · MedCo_case_study.pdfPolicy · 15% discount floor

Invoice

Blog post

One-pager

Who we help

Enterprise-grade selling,
built for a lean team.

One platform, one memory — a different job done for everyone in revenue. Reps get their week back, leaders get a funnel they can trust, and RevOps runs itself.

Built for sellers.
Loved by the ones who tried it.

"We replaced our meeting SaaS in week one. Email assist is helpful. We're considering replacing our CRM next."

SH
Sam H.
Design partner — Head of BD, FinTech startup

"I stopped dreading VC meetings. My pipeline already reflects reality for the first time. I spend my evenings selling instead of updating records."

PS
Priya S.
Design partner — Founder, seed-stage SaaS

"Agents producing deck is a very cool starting point for my calls. The auto-CRM is probably the most used feature, one less headache for my team."

AR
Annika R.
Pilot user — AE, 8-person GTM team
Founding user pricing — limited seats

Stop managing your CRM.
Your agent is ready.

Licensed to work.