The Challenge

Clearpath's sales team relied on multiple tools for inbound leads, follow-ups, and reporting. Manual processes slowed response times and created inconsistencies across regions.

Previous automation attempts either lacked flexibility or removed too much human control, making the team hesitant to trust them in production.

The Solution

Clearpath implemented Sprig to run AI agents across its sales operations workflows.

Agents were configured to:

• Route leads based on region, deal size, and availability

• Trigger personalized follow-ups across channels

• Update CRM records and internal reports automatically

Human-in-the-loop approvals were added at critical steps to ensure accuracy and compliance.

The Result

Within weeks, Clearpath reduced response times and manual workload while maintaining full visibility into every action taken by the agents.

The sales ops team gained confidence in automation without sacrificing control, allowing them to scale workflows across regions.

Why Sprig worked

Sprig’s focus on predictability, approvals, and context persistence made it possible to move automation into production safely.