Account research
The pod builds account briefs from CRM, emails, public context, and prior interactions.
B2B service pod
AI agents for B2B service firms with long-memory sales work.
AI agents for B2B service firms should remember accounts, documents, quotes, supplier context, buyer questions, and next steps. Kinetic turns that relationship-heavy work into a controlled operator queue.
CRMaccount context
Quotesfollow-up drafts
Docschecklists and memory
what this replaces
B2B operations break when context is spread across people and documents.
Kinetic makes the operating layer explicit: account state, buyer intent, document requirements, and the next action after each touch.
Quote follow-up
Drafts remind buyers what was discussed, what changed, and which decision is needed next.
Document control
Checklists keep forms, specs, contracts, and supplier documents tied to each opportunity.
approval gates
Pricing, legal language, and commitments stay approval-first.
The pod can prepare the work and cite context. Commercial terms, client commitments, procurement language, and outbound sends remain under human review.
Useful first lane
Start with quote follow-up and account next-action tracking for active opportunities.
Where it fits
Best for service firms, industrial suppliers, consultants, brokers, and relationship-led B2B teams.
Make B2B follow-up easier to trust and harder to drop.
Kinetic gives the business a persistent memory for accounts, quotes, documents, and next actions.