TakeAgency AI is the agentic assistant that helps Sales Development Reps plan their day, sharpen their pitch, and close more pipeline — on autopilot.
From morning planning to CRM updates, TakeAgency AI handles the busywork so your reps can focus on selling.
AI-prioritized daily plans that surface the highest-value activities, so reps start every morning with clarity and focus.
Rehearse cold calls and discovery pitches with an AI that plays the prospect, then get instant coaching on tone, structure, and objection handling.
Save, organize, and personalize outreach templates. The agent auto-fills prospect details and suggests A/B variations.
Every call, email, and LinkedIn touch is logged automatically. Review the full history for any prospect in seconds.
Real-time progress on follow-ups, sequences, and handoffs. Never wonder "did that get done?" again.
Bi-directional sync with Salesforce, HubSpot, and more. The agent updates fields, logs activities, and moves deals forward automatically.
Three simple steps to transform your SDR workflow.
Link Salesforce, HubSpot, or your existing stack with a one-click integration. No engineering required.
Set your ICP, personas, outreach cadences, and qualification framework. The agent learns your playbook.
TakeAgency AI plans your day, drafts outreach, tracks tasks, and keeps your CRM updated — so you can focus on conversations.
TakeAgency AI cut my admin time in half. I used to spend the first hour of every day updating Salesforce and planning my call list — now the agent does it before I finish my coffee.
Sign up for early access to TakeAgency AI and be among the first to transform your SDR workflow.
Register for Beta