Use case
Build a sales outreach agent
An outreach agent that drafts personal-feeling email, qualifies replies on the phone, and updates the CRM without anyone copy-pasting notes.
A working sales outreach agent is not one tool. It is three: something that drafts the email, something that handles the call when the lead replies, and something that keeps the CRM honest. Here is how to compose it.
The stack
Each pick is a real entry on the index. Click any one for the full detail page.
- 1A Agents Phone qualifier
Help Genie
by Enterprise DNA
Why this: When a lead picks up, Help Genie pre-qualifies, books the meeting, and writes the call summary back to the CRM. Phone-first SMBs convert better with this than with a voicemail loop.
Full entry - 2P Apps Email drafting
Lindy
by Lindy AI
Why this: Lindy handles inbound replies and drafts personal-feeling follow-ups. The visual builder keeps the sales team in control of tone.
Full entry - 3M MCP CRM (if on Supabase)
Supabase MCP Server
by Supabase
Why this: A custom CRM in Supabase becomes the system of record. The agent reads and writes through a scoped MCP token, no service-role keys near the model.
Full entry - 4S Skills Tone + style
Internal Comms Skill
by Anthropic
Why this: A skill keeps every outbound message on-brand. Stops the agent reaching for marketing language at the wrong moments.
Full entry
Get this running with Enterprise DNA.
Enterprise DNA wires every piece into one operating layer. The Help Genie call summary becomes a CRM note. The Lindy draft becomes an approved outbound thread. The pipeline status updates in OPM. One cockpit. Real instrumentation.
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