AI sales & CRM

AI sales automation and CRM that works your pipeline

dolv scores your leads, drafts the outreach, books the follow-up and keeps the CRM current — grounded in your business, with nothing public sent until you approve it. An AI sales assistant that does the work, not just suggests it.

The action layer

What AI sales automation actually does in dolv

Not brittle if/then sequences — a grounded command center with 25+ tools that execute sales work across the apps you already use.

Intent-signal lead scoring

dolv reads engagement signals across your connected tools and scores leads so your reps work the hottest accounts first — not a random inbox.

Grounded outreach drafts

compose_content, prepare_email and prepare_linkedin_post produce on-brand email and LinkedIn outreach — grounded by default in your company, playbooks and knowledge.

Follow-up that never drops

create_task queues the next step on the Kanban and schedule_calendar_event books the meeting on Google Calendar — so a reply never goes cold.

CRM updates through your tools

A full CRM plus an action layer that moves work through Gmail, Outlook, LinkedIn, Calendar, Docs and Sheets — records stay current as the AI works the deal.

Budget-capped sales agents

Name an agent, give it a role and a model, and cap it at a monthly budget (default $250). Every run is logged — start, finish, duration, output and error.

Attribution you can act on

Five attribution models and a correlation engine tie outreach to pipeline, so reps are judged on deals moved — not on how many emails went out.

  • 25+ grounded tools that read your data and execute real sales work.
  • $250/mo default budget cap per AI sales agent, with tracked spend and full run history.
  • 5 models multi-touch attribution models tie outreach to the pipeline it actually moved.
  • 20 read + write integrations across email, calendar, social, docs and analytics.
Control

Nothing public sends until you approve it

The approval inbox (api/actions.ts action_queue) holds every external send: prepared → approved → executing → done. Internal, reversible work runs now.

Runs instantly — reversible

  • create_task — queue a follow-up on the Kanban
  • schedule_calendar_event — book the next meeting
  • create_google_doc — draft a proposal or brief

Needs your sign-off — external

  • prepare_email / prepare_outlook_email — send to a prospect
  • prepare_linkedin_post — publish outreach on LinkedIn
  • update a CRM record visible to the whole team
The loop

One deal, the whole execute-and-measure loop

dolv doesn't stop at a suggestion. It scores, prepares, ships on your approval, then measures what the outreach actually drove.

  1. 01

    Score

    Intent-signal lead scoring ranks the pipeline from live engagement, so the AI surfaces the account most likely to move next — with the reasons attached.

  2. 02

    Prepare

    The grounded assistant drafts the email or LinkedIn touch, queues the follow-up task and books the meeting — every public send parked in the approval inbox.

  3. 03

    Approve

    You review and approve in one click. The real Gmail, Outlook or LinkedIn call runs, the linked task auto-closes, and the deal advances on the Kanban.

  4. 04

    Measure

    Multi-touch attribution and the correlation engine tie that outreach back to pipeline movement, then suggest the next best action against your North Star.

A sales team reviewing prepared outreach before approving the send
Who it's for

Built for lean sales teams who ship like a department

If you're an SMB founder, an SDR running outbound solo, or a small revenue team juggling a CRM, an inbox and a sequencer, dolv is the operator that pulls it together. One person reviews and approves work the AI prepared — scoring leads, drafting outreach, booking follow-ups and updating records — so a single seat moves pipeline like a full bench. It's an AI sales assistant with guardrails, not an autopilot that goes rogue.

Measure

Judge outreach on pipeline, not on activity

Funnel intelligence maps GA4 conversions to BOFU and correlates outreach activity with the downstream signals it moved.

dolv closes the loop with a unified TOFU/MOFU/BOFU funnel on a rolling 30-day baseline and a weighted health score, five attribution models, and a cross-metric correlation engine that surfaces lagged, plain-language cause → effect — which outreach moved which signal — with a suggested next action against your North Star and OKRs. So your AI lead generation and follow-up work is measured on deals moved, not emails sent. See the full picture on funnel intelligence, and learn how every draft stays on-brand on grounded AI.

FAQ

AI sales automation and CRM, answered

How lead scoring, outreach, approvals, budgets and grounding work inside dolv.

Can AI run sales outreach on its own?

dolv drafts and queues outreach, but every external send waits for your one-click approval. The AI prepares the work; you decide what actually goes out.

Does dolv replace my CRM?

dolv includes a full CRM and adds the action layer on top — it scores leads, drafts outreach and updates records through your connected tools, so your contacts and deals stay current as the AI works.

How does AI lead scoring decide which deals are hot?

Intent-signal lead scoring reads engagement across your connected tools — opens, page views, replies, meeting activity — and ranks the pipeline so reps work the highest-intent accounts first, with the signals shown.

How does dolv keep sales emails on-brand?

Every draft is grounded in your company context, playbooks and knowledge by default through api/ai_context.ts, so outreach reads like your team wrote it — not a generic template.

Can I cap what an AI sales agent spends?

Yes. Each agent has a monthly budget cap (default $250) with tracked spend and a full run history — started, finished, duration, output and any error.

Is dolv good for small sales teams?

Yes. Lean SMB teams use dolv as an AI sales assistant to score, draft, follow up and measure — without adding headcount or stitching together extra tools.

Ready when you are

Put an AI sales assistant on the pipeline.

Connect your stack, point dolv at scoring, outreach and follow-up, and approve what ships — grounded in your business, with you in the loop. dolv it.