Sales agent
- Lead and follow-up emails
- Pipeline next steps and reminders
- Quote talking points
- Meeting prep questions
Sample output: a follow-up to a buyer who asked for volume pricing, with the three questions that get the quote right.
Sales · Accounting · Operations
One intake form.
Three agents.
A person approves every draft.
Anyone types a request; Threehand routes it to the right specialist agent, plans the steps, and drafts the output for a person to approve. Follow-ups, quote talking points, and next steps drafted from one typed request, then held for your sales manager.
No sign-up needed to try it. Threehand never sends, pays, books, or posts on its own. Ready to save real jobs? Open the app.
Intake · from Josh · for Dana Ortiz, Midwest Fleet Supply
Follow up with Dana after Tuesday's demo. She asked for volume pricing on 40 units of the commercial mats and wants a quote before their Q1 budget meeting.
A named person approves every draftNothing is sent, paid, booked, or posted automatically.
Published company pricesOperator seats only — not a seat for every employee.
Try before you buyOpen the app with no sign-up. Checkout is hosted by Stripe; Threehand never sees card numbers.
Nothing claimed that is not realNo certifications claimed. Email and the dialer stay Not connected until a real setup.
What it is
The front door for the work between sales, the books, and the floor.
One place to ask, instead of a sales tool, a books tool, and an ops tool. Every request gets the same steps and lands in front of the right approver as a finished draft.
- Built for
- Distributors, manufacturers, professional services firms, and dealer or channel businesses — from small teams to mid-market and enterprises of a few thousand employees
- Who gets a seat
- People who submit intakes or approve drafts — not every employee
- Teams
- Sales, accounting, and operations; plans from 3 to 250 operator seats
- Output
- Drafts: emails, notes, checklists, summaries — with named sources and a clear recommendation
- Never does on its own
- Send, pay, book, or post. A person approves every draft first.
How the work flows
Intake, route, plan, draft, approve — then see it on the Sales Dashboard.
Seven steps from a typed request to a named person, with the account and pipeline sitting next to that draft. Click a step to see what it produces. Built so owners, controllers, and ops leads can see where human control sits.
01
Intake form
Request, contact, figures, due date
Anyone types the request once: who it is for, what they need, any figures, and when. No one has to know which department owns it.
What this step produces · sample
Use the step buttons, or the left and right arrow keys once a step button has focus.
Nothing leaves the building until a named person approves it. That is the rule a buyer's owner, controller, and ops lead will ask about first. Money work needs two different named approvers. After approval, a person sends or files the draft from their own tools — Threehand does not send it for them yet. The Sales Dashboard records what happened; it does not send, pay, book, or post anything on its own. Dashboard totals are recorded amounts, not a forecast.
The three agents
Three specialists behind one form.
Accounting agent
- Invoice and expense categorization drafts
- Collections notes
- Cash summaries from figures you type
- Review flags for a person
Sample output: a polite past-due reminder plus weeks of payroll covered. It never invents books; it uses only the numbers given.
Operations agent
- SOP checklists
- Vendor follow-ups
- Weekly run-of-show
- Handoff notes between teams
Sample output: a receiving checklist for a new carrier and a note telling sales the new cutoff.
How agents finish work
One completion bar for every job.
Sales, accounting, and operations share one completion bar. A job is not done until all four are true.
When they stop instead of guessing. If a lookup or step fails three times in a row, if the request is ambiguous, or if internal policies conflict, the agent stops and asks a clarifying question. It does not invent missing facts, fill gaps, or send a draft that required a guess.
Threehand CRM · Sales Dashboard
A CRM that lives next to the work, not in another login.
Every workspace includes a native Threehand CRM whose home is the Sales Dashboard: the account, the deal, and the draft sit together. Click a tile, a total, or a stage in the sample below to open the matching records. Dashboard totals are recorded amounts from the workspace — not expected revenue, and not a forecast.
Sales DashboardSample workspace · Northline DistributionLabeled sample with invented demo records — not a customer account, not a testimonial, and not live figures from anyone’s workspace. Totals are recorded amounts, not a forecast.
Loading the sample dashboard…
What it does
- A Sales Dashboard home with clickable Needs attention tiles: overdue tasks, tasks due today, open deals with no next step, close date passed, no activity in 14+ days, new leads to work, quotes awaiting approval, and quotes awaiting signature
- At-a-glance recorded totals: open pipeline, won, leads not yet converted, and open tasks — missing amounts show as missing, not guessed
- Charts for pipeline by stage, won vs open, leads by source, and leads by status, with values also printed as text
- A pipeline board with recorded per-stage totals and flags for no next step and close date passed
- A clickable top bar: Home, Accounts and deals, Leads, Tasks, Quotes, Sequences and products, Reports, Email and dialer, and Security
- Accounts and contacts for the companies you sell to, bill, and serve
- Deals in five stages: Working, Proposal, Verbal yes, Won, and Lost
- Internal notes that stay on the account — they are not sent to anyone
- A per-account timeline of jobs, approval decisions, deal moves, contacts, and notes
- Pick an account or contact on intake, or let Threehand create an account from “Who it’s for”
What it will not do
- Moving a deal stage is a record change only. Nothing is emailed, filed, paid, booked, or posted.
- Notes are internal. They do not go to the customer.
- The dashboard does not forecast revenue, weight deals by probability, or invent missing amounts.
- HubSpot and Salesforce sync are not offered. This is Threehand’s own CRM, not a sync with those products.
- Email (Gmail or Outlook) and the phone dialer (Twilio) stay Not connected until a company completes a real setup. Nothing here is marked connected by default.
- A named person still approves every draft before anything leaves the building.
Why this is a better fit than bolting agents onto someone else’s CRM
The comps on this page are HubSpot Sales Hub, Salesforce Agentforce, and Intercom. They are deeper in their own lanes. Public reviews of those products often cite surprise per-seat or per-conversation cost, a steep setup, AI that can act without enough human control, and features locked behind higher tiers. Threehand is built so the account record, the three specialist drafts, and human approval share one workspace, on one company plan that seats operators — not every employee.
The work and the record in one place
Open an account and see the jobs, decisions, and deal moves on one timeline. HubSpot is a sales CRM with AI added through Breeze and Agent Hub. Agentforce runs inside Salesforce after that CRM is already implemented. Intercom is a service inbox. Threehand keeps sales, accounting, and operations drafts on the same account that intake created.
Priced for operators, not a seat plus an add-on
Threehand Team is $449 a month per company for up to 10 operator seats; Enterprise is a $4,999 launch estimate for 250 operator seats. HubSpot Sales Hub Professional / Enterprise list at $90 / $150 a seat a month (annual), with $3,500 Enterprise onboarding. Agentforce lists at $125 a user a month as an add-on, plus conversation and Flex Credit usage. Intercom Essential / Expert list at $29 / $132 a seat (annual) plus $0.99 per Fin outcome. You should not have to buy a per-seat sales CRM and an agent add-on before you can keep an account next to a draft.
Stage changes never send
Moving a deal to Verbal yes or Won updates the record only. Internal notes stay internal. Competitors in this set include send, sequences, or outcome-billed resolutions as part of the product. Threehand’s rule is the one owners and controllers ask about first: nothing is sent, paid, booked, or posted until a named person approves the draft.
Try the intake · live preview
Run a sample request, or type your own.
This preview runs the real intake on the page and is not saved. Open the app to save jobs, check sources live, and approve or send drafts back. No account required to start.
Loading sample…
Why companies buy it
People spend their time approving, not starting from blank.
- One place to ask, instead of a sales tool, a books tool, and an ops tool
- Every request gets the same steps, so new hires produce the same quality
- Drafts in minutes; people spend their time approving, not starting from blank
- A clear approver for every department, which owners and controllers want
- Seats track operators, so a few-thousand-person company does not buy a seat for every employee
- Readable sources and a recommendation on every job — not a black-box send
Plans
Priced per company, on operator seats.
Per company, per month. Launch prices, to confirm with the first paying customers. Annual billing is two months free (10× monthly). Seats are people who submit intakes or approve drafts — not every employee. No per-conversation meter, and no seat for every employee. Move the sliders and the published plan that fits is highlighted.
Size it to your team
Seats are people who submit intakes or approve drafts, not every employee. A month is counted as 4.33 weeks.
Loading published plans…
Pick a plan and billing period; Stripe Checkout asks only for your email and payment details, and Threehand never sees card numbers. After you pay, you land in your workspace. If you cancel, you return here to pricing.
Time value · your assumptions, not measured results
These are your assumptions, not measured results or proven savings. Hours use your requests a week above, times your minutes saved, times your hourly cost; the plan cost is the highlighted plan at your inputs.
Compared honestly
Agents next to the record, without a per-seat CRM plus an add-on.
HubSpot, Salesforce Agentforce, and Intercom are deeper in their own lanes. Here is the published list-price math and what each one is.
Monthly list-price math
The competitors' own published list prices (and our published launch prices) multiplied by seats — not measured customer savings. Sources are in the footer. This is not a claim that Threehand replaces Salesforce, HubSpot, or Intercom as full platforms. HubSpot and Salesforce sync are not offered — Threehand CRM is the record.
What each one is
One intake for sales, accounting, and operations drafts, a native CRM with the Sales Dashboard, and a named person approving every draft. Shallower than the platforms below, on purpose.
They are deeper in their own lanes.
Published list prices in full
| Product | Published price | Covers |
|---|---|---|
| Intercom Essential / Expert | $29 / $132 a seat a month (annual) plus $0.99 per Fin outcome | Customer service agent; Expert for large teams |
| Salesforce Agentforce | $125 a user a month add-on; $2 a conversation; Flex Credits (~$0.10 an action) | Agents inside Salesforce |
| HubSpot Sales Hub Professional / Enterprise | $90 / $150 a seat a month (annual); Enterprise onboarding $3,500 | Sales CRM with Breeze / Agent Hub |
| Threehand Team / Enterprise | $449 / $4,999 a month per company (Enterprise launch estimate) | Sales + accounting + operations drafts; operator seats |
What you should know
Straight answers before you try it.
Competitors' public reviews often cite surprise pricing, steep setup, AI that acts without enough human control, and features locked behind higher tiers. Here is how Threehand is set up today.
Does Threehand send email, pay invoices, or post to Slack on its own?
No. A person approves every draft. Nothing is sent, paid, booked, or posted automatically. After approval, a person copies or files the draft from their own tools.
How is pricing different from per-seat or per-conversation tools?
Plans are priced per company, per month, with a fixed operator-seat cap (people who submit intakes or approve drafts — not every employee). Published amounts: Starter $149, Team $449, Company $1,199, Enterprise $4,999 launch estimate. Annual billing is two months free (10× monthly). There is no per-Fin-outcome or per-conversation meter on these plan cards.
Will checkout charge my card today?
Yes. Choosing a plan opens Stripe Checkout and charges the published plan amount. Threehand never sees card numbers. If you cancel before paying, you return to this pricing section.
What is connected right now?
Intake, routing, plans, drafts, a company knowledge and policy library with owner-approved updates, live source checks, approval decisions (two approvers on money work), step-by-step traces with timings, Test before go-live with saved test sets from real jobs, Looks good / Looks bad ratings, a knowledge-gaps queue, policy import from text, files, or a public web page, tone, brand-voice and draft-language settings (English, Spanish, French, German, Portuguese templates), audience-specific policies, workspace reporting, usage caps, a saved job history, and a native Threehand CRM — including the Sales Dashboard (needs attention, recorded totals and charts, and a pipeline board), accounts, contacts, deals, internal notes, and a per-account timeline — all work now in the app. Email (Gmail / Outlook) and the phone dialer (Twilio) are listed under Email and dialer and stay Not connected until a company completes a real setup. HubSpot and Salesforce sync are not offered. QuickBooks / Xero and Slack / Teams are not connected. Named SSO logins are not live on the public app either.
Does Threehand include a CRM?
Yes. Each workspace includes a native Threehand CRM whose home is the Sales Dashboard. You get accounts, contacts, deals (Working, Proposal, Verbal yes, Won, Lost), internal notes, a timeline of jobs and decisions, clickable Needs attention tiles, recorded totals and charts, and a pipeline board. Intake can pick an existing account or create one from “Who it’s for.” Notes and stage changes are internal only and never send anything. Dashboard numbers are recorded figures, not a forecast. HubSpot and Salesforce sync are not offered. Email and the dialer stay Not connected until a real Gmail, Outlook, or Twilio setup.
Is setup as heavy as enterprise AI platforms?
You can try the intake with no sign-up. The product is deliberately shallower than Salesforce-scale agent platforms: three specialist agents, one completion bar, and human approval. The company knowledge and policy library is live in the app: policies by department with owners and review-by dates, cited on every draft, with updates that wait for the document owner or an admin. Two-person approval on money drafts, Test before go-live, step-by-step traces, workspace reporting, usage caps, and account history are live too, plus a review-and-improve loop: rate drafts, turn real jobs into test sets, and work a knowledge-gaps queue whose suggestions still wait for a named policy owner. Roles are chosen in the app and recorded, but SSO and verified logins are not live yet.
What happens when the AI is unsure?
If a lookup fails three times, the request is ambiguous, or two internal policies conflict, the agent stops and asks instead of guessing. Drafts stay editable. Approving in the app marks the job approved in that view — it still does not send anything outside the workspace.
Does the Sales Dashboard forecast revenue?
No. Dashboard totals are recorded amounts from your workspace. There are no probabilities, no weighted pipeline, and no expected-revenue figure, and missing amounts show as missing — they are never guessed.
Do you hold security or compliance certifications?
No. Threehand does not claim any third-party security or compliance certification or audit report, including ISO certifications. If your company requires one, treat that as not available today.
After you sign up
What a company workspace includes.
- Company workspaceEach customer gets its own space; one company never sees another's requests.
- RolesRequesters, approvers per department, and an admin.
- Approval rulesWho signs off on what; money drafts need two different named approvers before they count as approved; nothing is sent either way.
- Audit trailEvery intake, draft, edit, and approval logged with who and when.
- Connect email and books laterGmail (Google Workspace), Outlook (Microsoft 365), and the Twilio phone dialer stay Not connected until a company completes a real setup. QuickBooks and Xero are not connected yet. HubSpot and Salesforce sync are not offered.
- Monthly billingOne subscription per company on the plan above.
What runs today. The intake, routing, plans, drafts, live source checks, approval decisions, a saved job history, and the native Threehand CRM — including the Sales Dashboard — all work now in the app, and checkout charges the published plan through Stripe. Two-person approval on money drafts and in-app roles (chosen in the app, not verified logins) run today. Named SSO logins are not a verified login. Gmail, Outlook, and the Twilio dialer stay Not connected until a real setup. HubSpot and Salesforce sync are not offered. QuickBooks, Xero, and Slack are not connected yet.