CARLY FOR SALES
Automate the Follow-Ups That Keep Deals Moving
Forward Carly a LinkedIn profile and the lead is in Salesforce, the follow-up is in your Drafts, and the pre-call brief is on your phone before the 2pm. She lives in Salesforce, HubSpot, Gmail, LinkedIn, and Gong.
Watch Carly actually do the work
One email to Carly. She runs the play across your stack and replies when it's done.
LinkedIn → Salesforce Lead, Account-linked, with a recent-signal hook
See the prompt →
Gmail thread + Salesforce Opportunity → four-sentence reply with one ask
See the prompt →
Calendar → Gmail invite → Salesforce Activity, all logged
See the prompt →
Salesforce + last 5 emails + Gong summaries → brief in your inbox
See the prompt →Carly works in the tools you already pay for
Wire her into your CRM and inbox in a couple of clicks. The rest of your stack — Gong, DocuSign, Apollo, whatever the deal calls for — is one connection away when she needs it.
— and so many more
Outlook 
Calendly Gong 
Pipedrive 
Attio 
Close 
ZoomInfo 
Affinity 
DocuSign 
PandaDoc 
Slack 
Zoom 
Coda 
Google Sheets 
Hunter 
Lusha 
Microsoft Excel Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."