Unlock growth with AI-driven sales process automation
Automate repetitive sales operations, enforce playbook consistency, and maintain strict governance and security across your entire revenue team with our platform.
- Faster sales cycles
- Secure AI automation
- Native CRM execution
Governed AI-driven
Sales Process Automation
Standardize complex sales workflows, eliminate manual ops work, and connect CRMs with comms tools—all with a complete and auditable trail of every single AI action performed.
01
Workflow Logic
- Automate handoffs, task creation, and data updates across your entire sales pipeline.
02
Data Context
- AI agents use CRM, product, and comms data securely without ever exposing sensitive PII.
03
Built-in Governance
- Implement custom guardrails, multi-step approvals, and detailed audit logs for full compliance.
04
Measurable ROI
- Track time saved, improved SLA adherence, and direct impact on your conversion rates.
Intelligent Automation for
RevOps
Here are three practical ways leading sales operations teams deploy Lyzr to drive efficiency and revenue, from the first lead to renewal.
Lead-to-Meeting
Automate lead routing, enrichment, and follow-up to accelerate your speed-to-lead.
Pipeline Hygiene
Streamline approvals and handoffs to implementation for faster and cleaner deal closes.
Deal Desk Automation
Streamline approvals and handoffs to implementation for faster and cleaner deal closes.
Stop drowning in manual CRM updates, missed SLAs, and endless spreadsheets. Lyzr fixes it with governed AI.
Achieve Measurable Sales
Process Improvements
- Reduce Sales Cycle Time
Automate manual tasks and process handoffs to shrink your deal cycles by up to 30%.
- Enforce Pipeline Consistency
Ensure all opportunities follow your playbook for more reliable data and forecasting.
- Boost Rep Productivity
Free sellers from administrative work so they can focus on high-value conversations.
- Ensure Full Compliance
Maintain a complete audit trail of all AI-driven actions for total process governance.
An Enterprise Platform
Built for RevOps
Lyzr is an AI orchestration layer that connects your CRM, documents, and comms with robust, enterprise-grade governance.
CRM Orchestration
Execute multi-step workflows directly within your CRM, ensuring data is always current.
Role-based Workflows
Define approval chains to ensure a human is always in the loop for critical process steps.
Secure Data Connectors
Safely access data from any source with enterprise-grade security and encryption protocols.
Automation Playbooks
Deploy pre-built templates for common sales processes like lead routing and pipeline hygiene.
Monitoring & ROI
Track performance and demonstrate the business impact of your automation initiatives.
Lyzr vs. Other AI for
Sales Automation
Lyzr provides a "Bank-in-a-Box" AI framework, ensuring your generative AI banking security matches your most stringent internal standards through total isolation.
Feature
Generic AI Tools
Copywriting AI
Lyzr
Workflow Automation
Single step tasks
Content steps only
End-to-end orchestration
CRM Write-Back
Copy/paste required
No direct connection
Native CRM execution
Governance
No approval layers
No audit trail
Full audit and approvals
Security
Uses public data
Limited data controls
SOC 2, private deployment
Deployment
SaaS cloud only
Public cloud only
VPC, On-prem, or cloud
Observability & ROI
No performance data
No business metrics
Live ROI dashboards
Not supported
Not supported
Not supported
Complex rule automation
Pipeline Hygiene
Manual process
No data access
Automated data updates
Built for Enterprise
Automation
Total Governance
Our platform includes guardrails, approvals, and full audit logs.
RevOps Focused
Lyzr is designed for CRM-native execution and real business process automation.
Fast Integration
Our secure connectors and flexible deployment options ensure a fast time-to-value.
Reliable Outcomes
We deliver measurable impact on sales cycle time, data quality, and team productivity.
Built Specifically for
Financial Institutions
Join a growing ecosystem of consulting and technology partners
Before Lyzr, our RevOps team spent 20 hours a week just on manual CRM updates and lead routing. With their governed automation, we've reclaimed that time, cut our lead response time by 75%, and now have a sales pipeline we can actually trust for forecasting. It's a game-changer.
VP, RevOps
Global B2B SaaS Company
Zero
Data Exfiltration Incidents
Launch Your AI Sales Automation
in Four Steps
- Step - 1
Map Workflows
We identify the highest-impact sales processes ripe for automation.
- Step - 2
Connect Systems
Securely integrate your CRM, email, and other sales tools with our platform.
- Step - 3
Add Guardrails
We configure role-based permissions, approval steps, and data privacy rules.
- Step - 4
Launch & Measure
Deploy your AI agents and track their performance with our live ROI dashboards.
Frequently asked questions
It's the use of governed AI agents to execute complex, multi-step sales workflows directly within your systems. Unlike simple bots, it involves CRM integration, data analysis, and decision-making based on your playbooks to ensure process consistency, security, and auditability at scale.
Lyzr focuses on enterprise-grade architecture. We provide private deployment options (VPC/on-prem), full audit logs, role-based approvals, and model-agnostic flexibility. This ensures your sales automation is secure, compliant, and adaptable to future needs, not just a black-box tool.
Yes. Lyzr's platform is built for secure CRM write-back. Our AI agents operate with role-based permissions and follow strict guardrails. Every action is logged, and you can require human approval for critical updates, ensuring data integrity and preventing unauthorized changes in your CRM.
Lead routing automation and pipeline hygiene management typically deliver the fastest returns. Speeding up lead response time directly impacts conversion rates, while automated opportunity updates improve forecast accuracy and save dozens of hours per week for your sales operations team.
Track performance and demonstrate the business impact of your automation initiatives.
We use a multi-layered approach called 'guardrails.' This includes grounding AI responses in your private data sources (like your CRM and playbooks), applying strict business rules, and implementing human-in-the-loop approvals for sensitive actions, ensuring outputs are accurate and reliable.
Lyzr offers SOC 2 compliance, on-prem/VPC deployment for data isolation, role-based access control (RBAC), PII redaction, and end-to-end encryption. Our platform is designed to meet the strict security and compliance requirements of enterprise IT and security teams.
Absolutely. Our platform excels at complex lead routing automation, using AI to analyze lead data and assign it to the right rep based on territory, expertise, or workload. It can also monitor response times and trigger escalations to ensure your service level agreements (SLAs) are always met.
Lyzr automates pipeline hygiene by identifying and updating stale opportunities, flagging deals at risk, and ensuring all required fields are completed for each sales stage. This provides RevOps and sales leaders with a consistently accurate pipeline for more reliable forecasting.
Our process is collaborative and fast. We start by mapping your key workflows, then securely connect to your systems. We configure guardrails and approvals with your team before launching. You get a dedicated success manager to ensure rapid time-to-value and ongoing optimization.
Secure Your AI Advantage Today
Get a custom architecture review and pilot plan in 48 hours.