AI-Agents for Account Executives in Client Services

Turn prospect briefs into priced proposal drafts for review.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools

Send prepared emails to leads and see which contacts have replied.

Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.

Works with12 tools

Draft prospect proposals from post-call needs and approved rates.

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools

Summarize prospect emails and log them for follow-up.

Get short summaries and useful labels for incoming work email. Scan your tracking sheet when it's time to follow up.

Works with5 tools

Keep prospect replies while trashing clearly unwanted mail.

Your inbox stays clearer each week as clearly unwanted mail goes to trash and you get an explanation for every decision in your private chat.

Works with16 tools

Tell clients who covers their account and flag urgent deal emails.

Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.

Works with10 tools

Surface the terms promised in each signed client deal for team review.

Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.

Works with10 tools

Flag prospect meeting invitations that clash with customer calls.

See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.

Works with7 tools

Label 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.

Works with11 tools

Draft 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.

Works with10 tools

Check prospect meeting confirmations and draft replies around conflicts.

Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.

Works with5 tools

Put prospect questions needing a reply ahead of sales updates.

Start your day with a short inbox summary that puts unanswered requests and deadlines first, with routine updates grouped below.

Works with6 tools