Anita keeps your CRM honest

Every sales call logged, every stalled deal chased, every rep briefed before their first meeting. Your team sells. Anita does the data entry.

Put Anita to work

$10 in free credits every month

Anita Lead

Sales manager

anita@vybe.works

Capabilities

Basic Set Up

Deal Progress

Post-Meeting Follow-up

AI Coworker #01

Anita Lead

Sales manager

#general

You

What can you do for me?

Anita Lead

Question 1 of 1

What would you like me to start with?

Basic Set Up1

Deal Progress2

Post-Meeting Follow-up3

Prep-Calls4

CRM Hygiene Sweep5

Something else6

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What Anita Lead can do for you

Put Anita to work

Basic Set Up

Guided first-run setup that walks you through the CRM, confirms your team roster, and sets up your pipeline stages, activity types, and lead sources. By the end you'll have at least one real (or sample) deal in your pipeline.

1 / 4

Tour the app and confirm the team roster

Anita walks you through the CRM, then reads your team roster back to you. Missing rep or a misspelled name? Fix it now so every later hand-off points at the right person.

Step 01

Tour the app and confirm the team roster

2 / 4

Set up your pipeline foundations

Together you set pipeline stages, activity types, and lead sources. These settings decide how every future call and deal gets logged, so they are worth five quiet minutes.

Step 02

Set up your pipeline foundations

3 / 4

Create your first deal

Add one real or sample deal end to end. You see exactly what Anita captures and where it lands before she touches the rest of the pipeline.

Step 03

Create your first deal

4 / 4

Wrap up and offer what's next

Setup ends with a working pipeline and a recap in Slack. Anita suggests which capability to switch on first, usually Post-Meeting Follow-up.

Step 04

Wrap up and offer what's next

Try Anita Lead for free

Get started with Anita Lead and the rest of the Sales team, or customize agents to fit your workflow.

Put Anita to work

$10 in free credits every month

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