AI-Agents for Account Executives
With Agents, Account Executives have more time to build trust and move deals forward.
Send tailored first emails to local prospects for new deals.
Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.
6 toolsLabel prospect replies needing action and sales notices by purpose.
Spot emails that need a reply or other attention, while your remaining inbox messages get labels that explain their purpose.
11 toolsMark prior outreach on imported prospects before the next touch.
See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.
11 toolsSurface uncertain addresses before prospects enter follow-up.
Start your Monday follow-up with current address checks and a short list of prospects who need a replacement or review.
6 toolsDraft prospect replies using deal history and approved terms.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
9 toolsSend deal follow-ups that reflect each prospect's latest reply.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
23 toolsReview campaign prospects and their suggested outreach owners.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
7 toolsFlag quote concessions that differ from the buyer's email.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
10 toolsDraft buyer proposals from call recaps and approved pricing.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsSurface companies outside the roster with an opening for outreach.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
16 toolsReach approved buyers with a first email tied to their interest.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
8 toolsFollow up on interested leads with an invitation to discuss their inquiry.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
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