We build AI agents that run your entire go-to-market motion, like prospect research, outbound sequencing, pipeline intelligence, RevOps workflows, and CRM hygiene, configured to your stack and ICP logic, not generic defaults.
Standard GTM tools are built for broad use cases. Your team has specific ICP rules, workflows, and stack dependencies that generic tools cannot reflect.
Your ICP criteria are built from years of deal data and rep intuition. Generic agents do not read or apply those signals correctly.
Agents that cannot write back to your CRM create double work for reps. Activity data ages the moment it is not captured automatically.
Outreach templates built for thousands of companies produce messages that feel written for none of them. Reply rates reflect that immediately.
When LinkedIn, your sequencer, and CRM each run separate logic, signals collide, tasks duplicate, and deals get missed at the handoffs.
Agents that research accounts, build targeted lists, and generate sequenced outreach calibrated to each prospect's signals and ICP fit score.
Pulls firmographic, technographic, and intent data automatically, then scores each lead against your defined ICP without manual research queues.
Coordinates account targeting, content timing, and channel activation across marketing and sales to run ABM plays at scale without manual coordination.
Surfaces battle cards, talk tracks, and objection responses during active deals based on conversation signals pulled from Gong or recorded calls.
Monitors deal with velocity, engagement drop-off, and stakeholder silence to flag at-risk opportunities before they slip past forecast close dates.
Reconciles contact records, fills missing fields, and syncs activity data across your CRM and connected tools without any manual rep input.
Routes, scores, and qualifies inbound leads using behavioral and firmographic signals, then hands off to reps with full context pre-populated.
Tracks intent signals across G2, Bombora, and web activity to surface accounts showing active buying behavior before your competitors identify them.
Coordinates email, LinkedIn, and call steps in a unified sequence with branching logic triggered by prospect engagement at each touchpoint.
Aggregates pipeline, activity, and deal stage data to generate accurate weekly forecasts without pulling every rep onto a reporting call.
Analyzes closed-won and lost deal patterns to surface which signals predict conversion or churn, and feeds those findings back to reps.
Monitors competitor positioning, pricing changes, and review sentiment to keep sales and product teams current without manual research overhead.
Automates prospecting, list building, personalization, and sequence execution for SDR teams running high-volume, signal-driven outbound programs at scale.
Builds coordinated plays across marketing and sales, targeting named accounts with synchronized content, advertising, and rep outreach in sequence.
Automates reporting pipelines, CRM data sync, hygiene routines, and forecast aggregation to give RevOps teams clean data without manual reconciliation.
Monitors health scores, product usage drop-off, and renewal timing to prompt CS reps before churn risk compounds past the point of easy recovery.
Delivers rep-specific coaching assets and real-time content recommendations based on deal stage, vertical, and live conversation signals from recorded calls.
Pulls deal stage, engagement, and historical win data to build forecasts that reflect actual pipeline health rather than rep-submitted estimates.
We connect agents directly to your existing stack using authenticated API integrations, with no middleware dependencies between your systems and the agent layer.
Request a QuoteFull bidirectional integration into your CRM; agents update records, log calls, create tasks, and sync contact data in real time.
Agents trigger sequences, pause steps on engagement signals, and write personalized steps into your existing sequences without replacing your current sales stack.
Pulls enrichment data on demand during prospecting workflows and feeds structured records directly into the scoring and sequencing agent layer.
Reads intent, engagement, and company-level signals to trigger outbound plays and ABM sequences based on where each account sits in-market.
Surfaces deal alerts, call summaries, and rep coaching prompts in Slack, pulling data from call recordings and forecast inputs.
Connects agents to your data warehouse or BI tools to pull historical deal and pipeline data into GTM decision-making workflows in real time.
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Every build starts with your actual workflows and data, not a template. We design, integrate, test, and deploy in structured phases with clear handoffs.
We audit your current GTM motions, identify where agents can act on real signals, and document the workflow logic before any build begins.
We review your ICP criteria, CRM data quality, and enrichment sources to confirm that the data foundation can support accurate agent decisions at scale.
We define the agent topology — single or multi-agent — and select LLMs based on latency, accuracy, and your data residency requirements.
We build and test authenticated API connections to your CRM, sequencers, and enrichment tools before any agent begins executing live workflow tasks.
Agents run against historical data and live test accounts to validate scoring accuracy, outreach quality, and task completion rates before production access.
Initial production deployment includes a human-in-the-loop review layer so your team can audit outputs and approve edge cases before full autonomy.
After pilot sign-off, agents move into full deployment across teams, workflows, and systems, ensuring the solution is operationalized beyond testing and ready for scale.
Agents are regularly retrained using updated ICP criteria, market shifts, and new deal data, keeping performance aligned with evolving GTM priorities and buyer behavior.
Outcomes:
Every agent is built from the architecture up against your data, workflows, and stack. We do not reskin off-the-shelf tools and call them custom.
We build authenticated, bidirectional CRM integrations. Agents update fields, log activities, and create tasks with proper permission scoping — not read-only connections.
Our engineers understand outbound sequencing, pipeline mechanics, and CRM data models — not only model orchestration. That domain knowledge shows up in the build quality.
We scope to production from day one. Every build includes error handling, logging, retry logic, and the infrastructure a live agent needs to run reliably.
The architecture, code, and trained configurations transfer to your team at delivery. No licensing dependency on Folio3 is required for the agent to keep running.
We handle discovery, architecture design, integration, testing, and deployment in one engagement, with no handoffs between separate consulting and development teams.
Build GTM AI agents that automate prospecting, CRM updates, pipeline signals, and revenue workflows across your existing sales and marketing stack.
Fill the form below or Contact us at +1 408 365-4638 / email us via contact@folio3.ai
Years of Engineering Excellence
Delivered Worldwide
Client Satisfaction
Years of Advanced AI Expertise
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+1 408 365-4638
contact@folio3.ai
6701 Koll Center Parkway, #250 Pleasanton, CA 94566
