AI-Agents for Account Executives in Client Services in Audit Trail
File signed agreements, keep order receipts, bundle handoffs. 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 toolsRecord the proof revision sent to each client reviewer.
Your team gets a dated record of which proof revision went to each reviewer, even as work on the board moves forward.
6 toolsSend approved deal agreements to customers and share signing links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
5 toolsSend the final approved agreement to the deal's named signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsSend approved deal agreements with a clear signing deadline.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
