The AI Presales Agent for B2B SaaS

Your pipeline starts with outreach.
Optimori bridges the gap to your CRM.

Optimori captures leads the moment intent peaks, runs qualification demos to gather BANT data, and hands off deal-ready prospects to your reps — on demand, 24/7. No drop-off. No leaky funnel.

21×
more qualified handoffs
higher AE close rate
40%
lower customer acquisition cost
50%
less time on unqualified demos
Optimori Meet · REC
Dashboard
AI
Screen Share
OPTIMORI AI
"What's your current budget range? I want to make sure I'm showing you the most relevant workflows…"
Lead Qualified
BANT complete · just now
Lead Captured
in 4 min 12 sec
The Problem

Your early-stage pipeline is bleeding precision.

Leads scatter before reps can qualify them. AEs burn capacity on discovery for prospects who aren't ready. And without immediate CRM sync, momentum dies — prospects drop off before your team even knows they were there.

01

Your Pipeline Has No Precision

Leads arrive from multiple channels at unpredictable times. Without instant engagement to assess fit, unqualified prospects consume top-of-funnel capacity and corrupt every downstream conversion metric.

72% of B2B leads never receive adequate qualification follow-up
02

Reps Are Buried in Unqualified Discovery

Human AEs run the same repetitive top-of-funnel demos for leads who aren't ready to buy. That erodes the selling hours that should go toward high-value closes — and inflates CAC on every deal.

Reps spend only 30% of their day on actual selling activities
03

Demo Momentum Evaporates Without CRM Sync

Without immediate data capture and structured follow-up, prospects abandon the platform before your reps learn they were engaged. The deal dies in the gap between demo and CRM entry.

60% of demo leads go cold within 24 hours without structured follow-up
How It Works

A three-step relay race to human sales.

Optimori handles the qualification leg so your reps only touch deals worth their time.

01

Intelligent Capture

Optimori connects to your inbound and outbound channels and engages prospects the instant intent peaks — no scheduling friction, no lead left sitting.

Engages across web, email, and outbound in seconds
02

The Qualification Demo

Optimori runs a live, interactive demo of your real product and systematically extracts BANT signals (Budget, Authority, Need, Timeline) through natural voice and chat conversation.

Structured qualification data gathered during every single demo
03

The Seamless Handoff

Full transcripts, objection maps, BANT scores, and deal-readiness assessments sync instantly to your CRM — so AEs walk into every conversation already briefed and ready to close.

Reps receive a deal brief before their first human conversation
Pipeline Intelligence

What your reps receive before the first conversation.

Every Optimori session produces a structured deal brief — BANT scores, ranked intent, and objection signals — synced to your CRM automatically.

Pipeline Analysis · Acme Sales Agent
Leads
7
Sorted by intent score
Hot
Warm
Neutral
Cool
Cold
J
Jordan Mitchell
saas.io
Evaluating
P
Priya Sharma
dashboard.so
Evaluating
C
Carlos Vega
access.app
Lead
A
Aisha Okonkwo
intercom.io
Lead
T
Tim Nguyen
crm.com
Lead
BANT ScoreHot
Budget
$80–100k / yr
Authority
VP of SalesDecision Maker
Need
High
Timeline
Q3 2026
Onboarding Complexity
negative
"Our team spent three weeks setting up — we needed a sandbox from day one."
Manual Data Entry
negative
"We're duplicating work between the CRM and spreadsheets — hours wasted every week."
Features

Every feature built to fill your pipeline with deal-ready leads.

Optimori qualifies at the top, syncs to the middle, and hands off at the bottom. Your reps only touch the deals worth their time.

Always-On Qualification Engine

Engages prospects 24/7 at peak intent — keeping them on platform while gathering the qualification signals your reps need. No one drops off waiting.

Automated BANT Scoring

During the demo, Optimori surfaces Budget, Authority, Need, and Timeline through natural conversation and scores every lead before handoff.

Deal-Readiness Handoffs

AEs receive a structured briefing: full transcript, key objections, BANT score, and recommended next steps. No cold calls, no wasted discovery.

Structured Pipeline Intelligence

Every demo auto-generates a CRM record with deal stage, engagement depth, and objection map — not just contact info.

Pipeline Drop-Off Analytics

Identify exactly where prospects disengage or abandon the platform so you can fix leaks before they drain CAC.

Interactive Voice & Chat Demo

Prospects speak or type naturally; Optimori navigates your real product UI live while gathering qualification data in the background.

By the Numbers

Precision pipeline. Measurable results.

Better-qualified handoffs mean lower CAC, higher close rates, and fewer leads that drop off before a rep ever touches them.

40%
Lower Customer Acquisition Cost

Filtering unqualified leads before they reach an AE cuts the wasted spend that inflates CAC on every deal.

Higher AE Close Rate

Reps who only touch pre-qualified, deal-ready leads close at dramatically higher rates — every conversation starts at the right stage.

67%
Fewer Leads That Drop Off

Immediate engagement and instant CRM sync keeps prospects on platform and in the pipeline, preventing the post-demo churn that kills momentum.

Figures based on industry research into B2B SaaS sales response rates, rep time allocation, and deal velocity benchmarks.

Stop the pipeline leak. Close more deals.

Optimori captures, qualifies, and delivers deal-ready leads to your sales team — complete with BANT data, objection maps, and CRM sync before the first human conversation.