agentfloors
Now in private betaHuman + agent collaboration for revenue ops

Close, invoice, and collect faster with agents.

A shared board where you and your agent run the revenue workflow together — from qualified lead to paid invoice.

Built for teams that already have demand and need a tighter revenue workflow.

  • Qualified leads
  • Proposal drafts
  • Contracts
  • Invoices
  • Stripe links
  • Follow-up

The operating layer

Revenue ops, turned into a shared system.

Humans set direction. Agents execute the next step. One board keeps the deal moving from qualified lead to paid invoice.

  1. 01Lead
  2. 02Qualify
  3. 03Proposal
  4. 04Contract
  5. 05Invoice
  6. 06Paid

  • Board

    The revenue cockpit. Every deal lives in one shared workflow — not scattered across inboxes and spreadsheets.

  • Floor Manager

    Routes operational work to the right internal agent so execution keeps pace with your priorities.

  • Documents + billing

    Proposals, contracts, invoices, and Stripe links generated as part of the workflow — not afterthoughts.

  • Visibility

    Clear states, follow-up, and an audit trail of what the human decided and what the agent did.

The workflow

Lead in. Work the board. Get paid.

You set the priority. Agents prepare the next move. The deal stays visible until cash lands.

  1. Start with qualified demand

    Bring in leads that already have a shot — agencies, consultants, and service teams with real conversations underway.

  2. Operate with humans + agents

    You decide what matters next. Agents draft proposals, contracts, follow-ups, and the operational steps underneath.

  3. Invoice, link, collect

    Turn the deal into an invoice and Stripe link, then keep follow-up visible until payment clears.

What it replaces

Swap the stack. Keep the revenue.

Four leaks teams patch with duct tape. Four replacements that live on one board.

  • Out

    Generic task trackers

    In

    Revenue-first board

    Every card exists to close or collect — not to manage random side work.

  • Out

    Copy-paste proposal grind

    In

    Agent-drafted documents

    Turn deal context into the next proposal or contract without starting from zero.

  • Out

    Invoices as an afterthought

    In

    Bill inside the workflow

    Send the invoice and Stripe link when the deal is ready — not three weeks later.

  • Out

    Follow-up from memory

    In

    Visible next actions

    Qualified leads stay warm because follow-up lives on the board, not in someone's head.

Why this matters

Revenue dies in operations, not strategy.

Teams don't lose deals because they lack ideas. They lose them in the gaps between lead, invoice, and payment.

Where revenue leaks

  • Late proposals
  • Forgotten invoices
  • Untracked Stripe links
  • Cold follow-up
  • Idle qualified leads
  • 1board for humans + agents
  • 4pillars from board to visibility
  • 0need for cold outbound

“The product should feel like a system for closing and collecting — not a generic CRM or task tracker.”

— AgentFloors thesis

FAQ

Straight answers before you switch.

Short questions. Clear lines. No CRM theater.

Is this a CRM?
It can hold CRM-like structure, but the job is moving deals from lead to payment — not storing contacts forever.
Is this for cold outbound?
No. Built for teams that already have qualified leads and need tighter close, invoice, and collection.
Do I need to use agents?
Human-first today. Agents handle operational steps. Long-term: one shared board for both.
What is the main outcome?
Faster close. Faster invoicing. Faster collection.
Can it handle contracts and invoices?
Yes — proposals, contracts, invoices, and Stripe links are core to the workflow.

Private beta

Close the gaps. Collect the cash.

One board for humans and agents — from qualified lead to paid invoice.

Lead → Qualify → Proposal → Contract → Invoice → Paid