AI-Agents for Account Executives in Approvals working with Close
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Email you a link when a proposal on your deal is rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
29 toolsSee how a revised customer quote compares with the approved deal.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
18 toolsGather available contact and company details for prospecting.
Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.
12 toolsPrepare first contact emails grounded in a prospect's account history.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
12 toolsAnswer buyer texts with deal context and flag unresolved questions.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
