The agentic sales workspace
Give your sales team an agentic edge.
Selara unifies Upwork bidding, B2B outreach, and job-portal sales into one workspace — a scored pipeline, live revenue KPIs, and automated follow-ups today, with AI agents that prioritize, draft, and chase on the way.
- 3-in-1
- Revenue motions
- 6
- Pipeline stages
- 3
- Team roles
The workflow
Three motions in. One clean pipeline out.
Every source feeds the same funnel — so a lead is scored, staged, and reported the same way no matter where it came from.
- 1
Sourcing Pool
Scraped & imported prospects land in one place.
- 2
Scored Lead
Auto-scoredPromoted and auto-scored Cold / Warm / Hot.
- 3
Deal
SQL gateOnly qualified SQLs convert in.
- 4
Closed Won
Value, activity & history captured.
Live today
Everything a sales team needs, nothing it doesn't
Every capability below is live in the product today — no roadmap promises.
Every sales motion in one workspace
Upwork bidding, B2B outreach, and job-portal applications each get a dedicated module and a shared dashboard — so nothing slips between three separate spreadsheets.
A drag-and-drop CRM pipeline
Move prospects from your sourcing pool to Leads to Deals across a six-stage board. Deal creation is gated to qualified (SQL) leads, so your pipeline stays clean, not crowded.
Lead scoring that flags your hottest deals
Every lead carries a 0–100 score that resolves to a Cold / Warm / Hot band automatically, so reps always know who to call first.
A complete activity timeline
Every stage change, note, and task is recorded to a per-record timeline and an append-only history — so a handover or a manager review takes minutes, not archaeology.
Live KPIs and revenue analytics
Win rates, ROI per Upwork connect, recurring revenue, response and interview rates, and outreach funnels — computed for the period you pick, with rep and manager views.
Automated follow-up alerts
A daily job surfaces overdue follow-ups and today's meetings to Slack, email, and an in-app bell — so a warm lead never goes cold because someone forgot.
Roles built for a sales team
Admin, Manager, and Sales Rep permissions with manager assignment views mean reps see their own book, managers see their team, and access is enforced on the server.
Move off spreadsheets in an afternoon
Bulk-import your existing bids, leads, and applications from CSV with a safe validation pass before anything is written, and export any view back out when you need it.
The agentic layer
AI agents that do the busywork, so reps sell
On top of the workspace your team runs today, Selara is building an agentic layer that prioritizes, drafts, and follows up on its own — with a human in the loop for every decision that matters.
AI that plans your rep's day
Selara's agent reads every signal — score, stage, last touch, meeting — and hands each rep a ranked, reasoned to-do list the moment they log in.
AI-drafted outreach & replies
Generate first-touch messages and reply suggestions tuned to each lead's industry and stage, so reps start from a draft instead of a blank box.
Agents that work your follow-ups
Let an agent chase overdue follow-ups, schedule the next touch, and log the activity — escalating to a human only when a reply needs judgment.
Next-best-action on every deal
Surface deal-risk signals and a recommended next move on the pipeline, so managers coach from foresight instead of last week's numbers.
Integrations
Plugs into the outreach stack you already run
Selara is building two-way connections to the prospecting and sequencing tools your team lives in — so leads and activity flow in and out without copy-paste. These land over the coming releases.
- ApolloSync prospects & enrichment
- Sales NavigatorPull LinkedIn leads
- ClayEnrich & dedupe records
- HeyReachRun LinkedIn sequences
- InstantlyScale cold email
- SmartleadWarm up & send
Getting started
Up and running in three steps
Step 1: Bring your pipeline in
Import your current bids, leads, and applications from CSV, or add them directly. A validation pass catches bad rows before anything is saved.
Step 2: Work leads in one place
Score and stage leads on the board, log LinkedIn and email threads, and let daily alerts keep every follow-up on time.
Step 3: See what's actually working
Track win rate, connect ROI, and funnel conversion by rep and period — and coach from the numbers instead of guessing.
Ready to get your sales team out of spreadsheets?
See Selara on your own pipeline. Pick a time and we'll walk you through it.
No credit card. A real conversation, not a sales script.