AI-Agents for Account Executives in Client Services in Approvals working with Gmail
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
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.
12 toolsDraft 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.
5 toolsTell 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.
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 tools
