Conversations in.
Pipeline forward.

LeapGent is an AI sales agent for teams that sell over Email and WhatsApp. Every inquiry is caught, needs are clarified, quotes are drafted from your price list, and follow-ups stay on track — until the deal closes. Your team still sends.

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app.leapgent.com
DX
WORKSPACE

Good afternoon, David

Here is what needs your attention today.

LEAPGENT FINISHED TODAY'S SCAN4 things worth
handling first
Needs reply5Longest 26h
Active deals24$684k pipeline
Stale stages3Push this week
Agent suggestions

Helio — new lead, Autopilot is asking Qualifying

Meridian — payment terms unanswered Reply

An AI sales agent that never drops an inquiry

✓Minutes-level first response ✓Autopilot qualifies new leads ✓Quotes drafted; your team sends ✓Follow-ups watched to close

Not another CRM

A CRM records what you did.
LeapGent gets the work done.

Traditional CRM asks people to fill fields after the fact. Generic office AI helps write one email. LeapGent is an AI sales agent: it catches inquiries, qualifies needs, drafts the next step, and watches every open deal — people still decide and send.

Traditional CRM

A system people fill in

Records lag behind real talks

Reports describe the past

→
LeapGent

An agent that does the sales work

Records grow from conversations

Every inquiry followed to close

The platform

One agent.
From inquiry to close.

It learns the company, catches every inquiry, qualifies new leads, drafts quotes on open deals, and keeps follow-ups from falling through.

01

Knowledge the agent can use

Upload products, SOPs, pricing guidance, service policies, case studies, and training materials. LeapGent organizes them into trusted context the agent can use.

  • PDF, Word, Excel, PowerPoint, CSV, and more
  • Source-aware answers and configurable trust policies
  • Knowledge that supports quotes, objections, and product answers
Knowledge Base
✦
KNOWLEDGEYour company knowledge is being understood
98%indexed
PDF
2026 Product Catalog & Pricing8.4 MB · 146 chunks
Ready
DOC
Customer Service SOP1.2 MB · 38 chunks
Ready
XLS
FAQ & Standard Replies680 KB · 92 chunks
Ready
02

Pipeline intelligence that updates from real conversations

Customer context, deal stage, amount, and next step emerge from Email and WhatsApp — not from another form your reps forget to fill.

  • Customers, opportunities, and interaction history
  • Buying signals parsed into pipeline updates
  • Next best sales action on every account
CustomerUpdated 18 min ago
NW
NordWerk GmbHAnna Keller · Decision maker
Healthy
InterestIndustrial sensors
Quantity5,000 units
StageProposal
Deal value$86,000
NEXT BEST ACTIONSend a formal quote including shipping by 4:00 PM
03

Autopilot for new leads

Before an opportunity exists, the agent can ask the questions itself — on the Email and WhatsApp you choose, up to a round limit you set. A Qualified lead becomes an opportunity and comes to your team. A lead with no need is Passed, and no deal is created.

  • On or off, and only on the channels you enable
  • Stops at Qualified and hands the deal to sales
  • Passed leads stay out of the pipeline
Autopilot● On
✦
NEW LEADSQualifying before a deal exists
2rounds max
EM
Email · shared mailboxAgent may reply to new threads
On
WhatsApp · company numberSame rules, same handoff
On
HANDOFFQualified opens an opportunity. Your team takes the deal from here.
04

Copilot on every open deal

Once a customer is Qualified, the agent stops sending. Alerts say who to handle. Inbox drafts the reply. Docs holds the quote. Your team sends.

  • Today and Alerts — follow-ups, stale stages, replies waiting
  • Drafts grounded in your catalog and this thread
  • Quotes go out with the message and write back to the deal
LeapGent Agent● Online
✦

Three open deals are waiting. I ranked them by value and how long they have sat. New leads stay with Autopilot until they qualify.

Pipeline priorities3 items

1Send the NordWerk quote

2Follow up Meridian payment terms

3Quote is saved in Docs

Tell the agent what you want done… ↑

Sales workflow

From inquiry to close — none left behind

Autopilot handles the front of the thread. Copilot stays with the rep once a deal is open. Quotes, samples, and stalled stages stay watched in the same Inbox.

01

Catch

Email and WhatsApp land in one Inbox. Each inquiry ties to a person — no form to fill, no lead left waiting overnight.

02

Qualify

Autopilot asks until the lead is Qualified or Passed. Only Qualified opens an opportunity.

03

Quote

Copilot drafts the reply and the quote from your catalog. Your team reviews, sends, and moves the stage.

04

Follow through

Alerts and Reports show who to chase and which stage is stuck — until the deal closes or is intentionally closed.

Simple to start

Set the boundaries, then let it work

Knowledge and channels first. Autopilot only speaks where you allow it. Open deals stay with your team.

  1. 1

    Create your workspace

    Start a free trial, name the company, and sign in with Google. You become the admin.

  2. 2

    Add business knowledge

    Upload the materials your team already trusts and uses.

  3. 3

    Connect Email and WhatsApp

    Threads sync into Inbox and become customers and opportunities.

  4. 4

    Turn Autopilot on, then sell

    It qualifies new leads on the channels you choose. On open deals, the agent drafts and your team sends.

Trust by design

AI should be useful.
And accountable.

LeapGent is being designed around grounded knowledge, clear access control, and human authority over sensitive customer commitments.

⌁

Grounded answers

Use authorized company materials first and surface when the system lacks a reliable basis.

✓

A clear handoff

Autopilot speaks only before a lead is Qualified, only on channels you enable, and only up to a round limit. Pricing, quotes, and other commitments stay with your team.

◎

Role-based access

Admins manage organization settings while every teammate retains their own account controls.

↗

Visible work

Connect agent responses to customer records and preserve context instead of hiding decisions in a chat.

Built for exporters who cannot afford a dropped inquiry

When pipeline runs on conversations

B2B & export sales

Factories and trading teams selling over Email and WhatsApp — many inquiries, few reps, deal sizes that matter.

Founder-led revenue teams

No CRM admin — need memory, drafts, and a pipeline that does not walk out with a salesperson.

Trading & distribution

RFQs, quotes, samples, and re-orders followed through as opportunities — not lost in spreadsheets.

Meet your AI sales agent

From inquiry to close. Guarded end to end. None left behind.

Autopilot qualifies new leads. Copilot drafts the reply and the quote. Your team sends and closes.

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